This section describes changes to make
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 items such as objects, fields, or buttons that have been added in this release.
For information on new features and changes to existing features in Spring 2022, see:
- New Features and Enhancements in Foundations Spring 2022
- What's New in Foundations Spring 2022, available from the FinancialForce Community
Manage Messaging Return Data
Upgrade Steps
Manually enable return data for all messaging relationships that previously used link control after upgrading to Foundations Spring 2022.
For more information about using return data, see Enabling Return Data.
Messaging Subscriptions
Upgrade Steps
No upgrade steps are required to upgrade this feature in this release.
Simplified User Management Template Setup
Upgrade Steps
To access the new User Management Templates tab and manage templates, we have provided permissions in the existing FDN - User Management - User Information permission sets.
For more information about creating user management templates, see User Management Templates.
Customizable Distributed Global Navigation
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2022.
Included in this Feature
This section details the items that have been added in this release.
Lightning App
|
Component |
Further Information |
|---|---|
| Global Navigation Configuration Builder | Navigation Configuration Builders Overview |
Highlights Configuration Builder
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2022.
Included in this Feature
This section details the items that have been enhanced in this release.
Lightning Component
|
Component |
Further Information |
|---|---|
| Highlights Configuration Builder | Setting up FinancialForce Highlight Card Panels |
Fields
|
Component |
Field |
Further Information |
|---|---|---|
| Cards that use number or currency fields | Percentage | Setting up FinancialForce Highlight Card Panels |
| Threshold Reference Field | ||
| Greater Than Threshold Percentage | ||
| Less Than Threshold Percentage |
Deprecated Managed Workspace Components
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2022.
Included in this Feature
This section details the items that have been deprecated and do not work in this release.
System Administration Workspace Components
| Component | Further Information |
|---|---|
| Message Delivery Errors alert card | Customizing the System Administration Workspace |
| Scheduled Job Run Errors alert card | |
| Inactive User Information Records count card | |
| Queued Messages count card | |
| System Administration Workspace Navigation |
Engagement Currency Improvements
Upgrade Steps
To upgrade this feature to Spring 2022, take the following action.
|
Action |
Further Information |
|---|---|
| Perform step 1 in the Engagement feature in the Feature Console. This adds the Currency field to the default engagement compact and page layouts. | Enabling the Engagement Feature |
Engagement in Accounting
Upgrade Steps
To upgrade this feature to Spring 2022, take the following action.
|
Action |
Further Information |
|---|---|
| Perform step 6 in the Engagement feature in the Feature Console. This adds the Sales Invoice and Sales Credit Note related lists to the Engagement page layout. | Enabling the Engagement Feature |
FDN Manage Queue Status Component
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2022.
Deprecated Products in Product Updates
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2022.
Access Errors in Product Updates
Upgrade Steps
No upgrade steps are required to upgrade this feature to Spring 2022.