Preparing to Upgrade

This section lists things to consider before upgrading to SCM Spring 2021.

Dependencies on Other FinancialForce Packages

You must install the following packages before upgrading to SCM Spring 2021:

Accessing the Help

To access the SCM Help, https://www.financialforce.com must be registered as a trusted remote site.

Note:

The URL must use the HTTPS protocol.

To check this on your org, from Setup, enter Remote in the Quick Find box and click Remote Site Settings. If there is no remote site listed with the URL https://www.financialforce.com, you must add one.

See "Configuring Remote Settings" in the Salesforce Help for more information.

Updating Help Links

When upgrading SCM, the context sensitive help links on each SCM custom object might not update automatically, depending on the version that you are upgrading from.

Your Customer Support representative can update the links for you, if required.

Supported Browsers

FinancialForce SCM supports the same browsers as those supported by Salesforce with the following exception:

See "Supported Browsers" in the Salesforce Help for a full list of browsers supported by Salesforce.

Note:

Make sure that pop-up blockers are disabled for Salesforce in your browser settings.