Upgrading to Services Forecasting September 2026

This page describes the changes to make when upgrading to September 2026.

Note:

This only applies if you set up Services Forecasting in Summer 2026 or earlier. If you are setting up Services Forecasting for the first time, see Setting up Services Forecasting.

For information on new features and changes to existing features in September 2026, see New Features and Enhancements in Services Forecasting September 2026.

Upgrade Steps

To upgrade Services Forecasting from Summer 2026 to September 2026, take the following action.

Warning:

Do not install the packages required to upgrade Services Forecasting to September 2026 without following the upgrade steps in this section. Some steps are required before you install the upgrades to prevent temporary data loss.

If you have already upgraded and data is missing, contact Certinia Customer Support before you run any processes. For information about contacting Certinia Customer Support, see Contacting Customer Support.

Upgrade Steps for September 2026
Step Action Further Information
1.

Before installing the packages required to upgrade Services Forecasting to September 2026, pause the following scheduled jobs from the All Scheduled Jobs page:

  • All jobs that use the RevenueForecastScheduler Apex class. The All Scheduled Jobs page lists these jobs by the names you gave them when you scheduled them. These jobs run the following Services Forecasting scheduled process: Run services forecast.
  • The ServicesForecastLiveDatasetSyncScheduler job. This job runs the following Services Forecasting scheduled process: Update Services Forecast Live dataset.

  • The WorkGrid Scheduler job. This job runs the following Services Forecasting scheduled processes:

    • Create project forecasts
    • Update forecasts
    • Update Services Forecast Plans dataset
Note:

If you are enrolled in the Scheduled Update Process, ensure that you pause the jobs before the date the upgrades are pushed.
2.

Install the packages required to upgrade Services Forecasting to September 2026.

Note:

If you are enrolled in the Scheduled Update Process, upgrades are pushed automatically to your sandbox or production environments.
3.

[Optional] If you use the Project Manager Feature Permissions or Services Leader Feature Permissions access rule, and want to disable assigned user's ability to:

  • Lock or unlock plans, disable the Lock and Unlock Plans feature permissions on the rule.
  • Clone plans, disable the Clone Plans feature permissions on the rule.
 Editing a Feature Access Rule
4. [Optional] If you want the users assigned to the Project Manager Feature Permissions or Services Leader Feature Permissions access rule to remain unable to drill on dimension values, disable the Drill on Dimension Values feature permission on the rule. Editing a Feature Access Rule
5.

[Optional] Set the number of cells you want your forecasts to contain, up to a maximum of 300,000, in the Maximum Plan Cell Records field of the Planning Plan Cell Settings custom setting.

(missing or bad snippet)		 Planning Plan Cell Settings Fields
6. Resume the scheduled jobs that you paused in step 1. For more information about resuming scheduled jobs, see the Salesforce Help.

Included in September 2026

This section details the items that have been added, updated, or deleted in this release.

Feature Permissions

Feature Permissions Added in September 2026
Group Feature Description
Plan Clone Plans Create a copy of a forecast.
Lock and Unlock Plans Lock a forecast to prevent further changes, or unlock a locked forecast.
Plan Table Filter Columns by Dimension Values Display only revenue or only cost columns in the forecast table using the dimension value filter.

For more information, see Feature Access Rules.