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 CS Cloud April 2023.

Create Actions

Upgrade Steps

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

Included in this Feature

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

Action Links

Action Links Added in April 2023

Action Link	Further Information
Create Success Plan	Creating a Success Plan