Upgrading to Certinia Help Spring 2023

This page describes the changes to make when upgrading to Spring 2023.

See the Upgrade Steps section under each feature for details of any action required. If you don't want to use or upgrade an optional feature, you can skip the upgrade steps for that feature. To perform upgrade steps in your org, you must be assigned administrator permissions.

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.

Note:

Where new objects, fields, or buttons have been added for a feature, we recommend that you add them to any relevant page layouts, profiles, and permission sets. For information on how to do this, see the Salesforce Help.

For information on new features and changes to existing features in Spring 2023, see New Features and Enhancements in Certinia Help Spring 2023.

Permission Set Group

Upgrade Steps

No steps are required to upgrade this feature to June 2023.

Included in this Feature

This section details the items that have been updated in this release.

Permission Set Groups

Permission Set Groups Updated in June 2023

Permission Set Group	Updated Name	Further Information
Certinia Group - CSC - Customer Success Manager	Certinia - CSC - Customer Success Manager	Permission Sets and Other Technical Documentation

Deprecated Items

Upgrade Steps

No steps are required to upgrade this feature to June 2023.

Included in this Feature

This section details the items that have been deprecated and do not work in this release.

Objects

Objects Deprecated in June 2023

Object	Further Information
DEPRECATED: Playbook Source	Playbook Source Fields

Fields

Fields Deprecated in June 2023

Field	Object	Further Information
DEPRECATED: Playbook	DEPRECATED: Playbook Source	Playbook Source Fields
DEPRECATED: Source

This section details the items that have been updated in this release.

Permission Sets

Permission Sets Updated in June 2023

Permission Set	Description	Further Information
CSC - Customer Success	Removed Read/Write access to the Playbook Source object.	Permission Sets and Other Technical Documentation

Source Object

Upgrade Steps

No steps are required to upgrade this feature to June 2023.

Included in this Feature

This section details that have been added in this release.

Objects

Objects Added in June 2023

Object	Further Information
Source	Source Fields

Fields

Fields Added in June 2023

Field	Object	Further Information
Objective	Source	Source Fields
Objective Source
Playbook
Playbook Source
Success Plan
Success Plan Source

CS Cloud Analytics

Upgrade Steps

No upgrade steps are required to upgrade this feature to June 2023.

Included in this Feature

This section details the items that have been updated in this release.

Permission Sets

Permission Sets Updated in June 2023

Permission Set	Description	Further Information
CSC - Analytics Integration User	Removed Read access to the Playbook Source object.	Permission Sets and Other Technical Documentation
	Added Read access to the Source object.

Create Playbook From Template

Upgrade Steps

No upgrade steps are required to upgrade this feature to June 2023.

Included in this Feature

This section details that have been added in this release.

Fields

Fields Added in June 2023

Field	Object	Further Information
Duration (Days)	Playbook Task	Playbook Task Fields

Permission Sets

Permission Sets Updated in June 2023

Permission Set	Description	Further Information
CSC - Customer Success	Added Read/Write access to the Duration (Days) field on the Playbook Task object.	Permission Sets and Other Technical Documentation

KPI Cards on the Customer Success Workspace

Upgrade Steps

To upgrade this feature to June 2023, take the following action.

Upgrade Steps for June 2023

Actions	Further Information
Open the list view from the KPI card. Click , then Edit List Filters.	For more information about list view filters, see the Salesforce Help.
In the "Filter by Owner" filter, update the filter from My to All. For example, for My Active Success Plans update "Filter by Owner" from "My success plans" to "All success plans". Click Done.
Click Add Filter, and create an "Owner is Current User equals True" filter. Click Save.
Repeat the above steps for each of the following list views: My Active Success Plans My Upcoming Business Reviews My High Priority Objectives My Active Playbooks My Red Playbooks Note: You do not need to complete these steps for the Flagged Tasks list view.

Included in this Feature

This section details that have been added in this release.

Fields

Fields Added in June 2023

Field	Object	Further Information
Owner is Current User	Objective	Objective Fields
	Playbook	Playbook Fields
	Success Plan	Success Plan Fields

Create Success Plan from Template

Upgrade Steps

No upgrade steps are required to upgrade this feature to June 2023.

Enhanced User Experience

Upgrade Steps

No upgrade steps are required to upgrade this feature to June 2023.