Preparing to Upgrade

This section lists things to consider before upgrading to Financial Report Builder Spring 2023.

Dependencies on Other Certinia Packages

The following packages are required to provide the data required by Financial Report Builder. You must install these packages before upgrading:

Required Certinia Products for Financial Report Builder

Certinia Product	Version	Note
Foundations	Summer 2023
Accounting	Fall 2022
Financial Statements	Fall 2021	Either of these packages can be used to provide data for use in Financial Report Builder
Business Analytics	Fall 2021

Note:

The Spring 2022 releases of Financial Statements and Business Analytics are dependent on the Spring 2022 release of Accounting.

Accessing the Help

To access the Certinia 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.

For more information about configuring remote site settings, see the Salesforce Help.

Supported Browsers

Foundations Fall 2021 supports the same browsers that Salesforce supports. For detailed information about supported browsers, see the Salesforce Help.

Tip:

Ensure popup blockers are turned off for Salesforce in your browser settings.