---
schema_version: "1"
id: 77b02c0ff69d51c9acee53d46a30b3a7b5e34b64655547ff8a25fc644d07e6ba
title: Upgrade Guidance for Winter ’27
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/energy_upgrade_guidance_for_winter_27.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.energy_upgrade_guidance_for_winter_27.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8e7a327241c1e79943db1792fdc14563e2426287e0ad9b1e4dfa1621a5f82185
description: If you’ve implemented Tariff Comparison in Summer ’26, update your decision tables, flows, and community user permissions for Winter ’27. The Get Best Tariff and Get Decision Table IDs flows are no longer required.
products:
  - Energy and Utilities
release: "264"
---
# Upgrade Guidance for Winter ’27

If you’ve implemented Tariff Comparison in Summer ’26, update your decision tables, flows, and community user permissions for Winter ’27. The Get Best Tariff and Get Decision Table IDs flows are no longer required.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d16788e75">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d16788e75 ">To create and manage decision tables:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d16788e75 ">Salesforce Pricing Design Time</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d16788e75 ">To update B2C sales configuration:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d16788e75 ">
              <p>Consumer Sales User</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Energy &amp; Utilities Sales Features</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d16788e75 ">To manage flows:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d16788e75 ">Manage Flow</td>

          </tr>
        </tbody>
      </table>

Complete these steps after Winter ’27 is available in your org.

1. Preserve your Summer ‘26 customizations.
    1. Record your Tariff Comparison flow constants, such as CatalogCode, PaymentMethodAttributeCode, and any codes you added to the PriceImpactingAttributesList collection.
    2. If you created a Get Best Tariff override, record these variables, ContextDefinitionId, ContextMappingId, PricingProcedureApiName, PriceBookName, WeightedAvgAttribute, and ProductConfigDecisionTableApiName.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-energy_utilities-264-0-0-production-enus/520849e5-9b41-4bae-b97b-d269cc2fce83/images/icon_note.png)
        
        Note You need these variables to confirm your configuration values before you deactivate the override later.
    3. Save any customer-specific rows that you loaded into the ServiceProductConfigDT or TariffAttributeConfigDT decision tables so you can merge them into the updated CSV files.
2. Assign Consumer Sales User permission set to the customer community users to access the simulation (product-pricing-details) API. For instructions, see [Manage Permission Set Assignments](https://help.salesforce.com/s/articleView?id=platform.perm_sets_manage_assignments.htm&language=en_US).
3. [Enable digital experiences](https://help.salesforce.com/s/articleView?id=ind.energy_enable_digital_experiences.htm&release=264.0.0&type=5 "Enable digital experiences in your org so you can start building custom portals and storefronts.").
4. [Enable person accounts](https://help.salesforce.com/s/articleView?id=ind.energy_enable_person_accounts.htm&release=264.0.0&type=5 "Prepare your org to sell to individual consumers by setting up person accounts for Tariff Comparison. Quickly establish the necessary record types, adjust your organization-wide sharing defaults, and grant profile access to ensure smooth data management.").
5. [Create and update decision tables](https://help.salesforce.com/s/articleView?id=ind.ene_tariff_page_decision_tables.htm&release=264.0.0&type=5 "Configure the product page layout, record types, specification types, and decision tables.").
    1. Create these decision tables from templates.
        
        - AttributeDetailsConfigDT
        - AttributePicklistConfigDT
    2. Update these existing decision tables from templates and re-upload the CSV.
        
        - ServiceProductConfigDT
        - TariffAttributeConfigDT
    3. Verify the B2C sales configuration settings.
6. Update the **Tariff Comparison** screen flow.
    1. From Setup, in the Quick Find box, enter Flows, and select **Flows**.
    2. Locate and open the managed-installed version of **Tariff Comparison** screen flow template.
    3. Click **Save As** to create a flow record.
    4. Enter the flow details and save your changes.
    5. Reapply your constants from Summer ‘26 configuration, such as CatalogCode, PaymentMethodAttributeCode, and any codes you added to PriceImpactingAttributesList in the AddToPriceImpactingAttributesCollection element.
    6. Activate your flow.
    7. Update the Experience site's flow component to the activated flow.
    8. If you’ve overridden the **Enroll Customer** autolaunched subflow in Summer ‘26, review the flow and re-activate. If you’d never override the flow, no action is needed.
7. Deactivate the Get Best Tariff and Get Decision Table IDs flows, which were required in Summer ‘26 but are no longer needed.
    
    The community-specific decision-table refresh and the community-specific flow re-setup are also no longer required.
8. Verify the upgrade. Log in to the Experience Cloud site as a community user, and compare tariffs for a test customer.
    
    For instructions, see [Access the Portal as a Community User](https://help.salesforce.com/s/articleView?id=ind.energy_access_the_portal_as_a_community_user.htm&release=264.0.0&type=5 "Verify the setup by logging into the Experience Cloud site directly from the customer's contact record.").