Upgrading Engagement Analytics to Spring 2022

This section describes changes required for the following features when upgrading your Engagement Analytics app to Spring 2022:

See the Upgrade Steps section under each feature for details of any action required. If you do not want to use or upgrade a feature, you can skip the upgrade steps for that feature. To perform upgrade steps, you must have administrator-level user permissions in your org.

See the Included in this Feature section under each feature for details of assets such as dashboards, datasets, dataset fields, or lenses that have been added or changed in this release.

Note:

You must first upgrade your Financial Analytics and PSA Analytics apps, then you must upgrade your Engagement Analytics app. This is a prerequisite for using any new feature or enhancement. For more information about how to upgrade apps, see Upgrading the Business Analytics App.

Revenue Recognition Values

Upgrade Steps

If the revenue recognition values are included in your Financial Analytics and PSA Analytics apps, they are automatically available in Engagement Analytics when you upgrade your app. Before upgrading your Engagement Analytics apps, perform the upgrade steps detailed in:

Included in this Feature

This section details the assets that have been added or changed in this release.

Fields added to the Engagements dataset for this feature in Spring 2022
Field Type	Field Label	Field API Name	Description
Measure	Cost Amortized	ValueCostAmortized	Total cost amortized to date for the source record. This is set to: Zero for billing contract line items. Project Total Cost Amortized for projects. If the Project Total Cost Amortized field is not available in the Project Reporting dataset or it does not have a value for the project, this is set to Project Cost Amortized. Sales Order Line Item Cost Amortized for sales order line items.
Measure	Revenue Recognized	ValueRevenueRecognized	Total revenue recognized to date for the source record. This is set to: Contract Line Item Revenue Recognized for billing contract line items. Project Total Revenue Recognized for projects. If the Project Total Revenue Recognized field is not available in the Project Reporting dataset or it does not have a value for the project, this is set to Project Revenue Recognized. Sales Order Line Item Revenue Recognized for sales order line items.

For more information about all the fields available in the Engagements dataset, see Engagements Dataset Output Fields.

Dashboards changed for this feature in Spring 2022
Dashboard	Further Information
Engagement Services	Using the Engagement Services Dashboard
Engagement Subscriptions	Using the Engagement Subscriptions Dashboard
Engagement Summary	Using the Engagement Summary Dashboard

Improved Support for Multiple Currencies

Upgrade Steps

No additional upgrade steps are required to upgrade this feature to Spring 2022. The new features are automatically available when you upgrade your Engagement Analytics app.

Included in this Feature

This section details the assets that have been added or changed in this release.

Note:

The assets are only available if your org is configured to support multiple currencies.

Dataset added for this feature in Spring 2022
Dataset	Further Information
Currencies	Currencies Input Fields (Engagement Analytics) Currencies Dataset Output Fields (Engagement Analytics)

Field added to the Engagements dataset for this feature in Spring 2022
Field Type	Field Label	Field API Name	Description
Dimension	Engagement Currency ISO Code	EngagementCurrencyIsoCode	Currency ISO code of the engagement.

For more information about all the fields available in the Engagements dataset, see Engagements Dataset Output Fields.

Dashboards changed for this feature in Spring 2022
Dashboard	Further Information
Engagement Overview	Using the Engagement Overview Dashboard
Engagement Services	Using the Engagement Services Dashboard
Engagement Subscriptions	Using the Engagement Subscriptions Dashboard
Engagement Summary	Using the Engagement Summary Dashboard