Upgrading to In-App Guidance 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 In-App Guidance Spring 2023.

FinancialForce is Now Certinia

We have made the following changes to align with our new Certinia brand:

• The publisher name has been updated to Certinia
• Package names no longer reference FinancialForce
• In most cases, text referring to FinancialForce has been replaced with Certinia

For more information about these updates and related text changes, see the Package Name Updates article in the Certinia Community and the Technical Documentation Pack.

To learn more about our rebrand, visit the Certinia Community for a message from our CEO, Scott Brown.

Note:

Major versions include updates to both package and publisher names. In service packs, only the package name has changed. Some elements, such as theming and logos, have not been updated and other references to FinancialForce might remain visible in your org.

Accounting In-App Guidance

Upgrade Steps

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

Upgrade steps for Spring 2023

Action	Further Information
Reset the metrics of the Release Overview prompt to ensure that users see this prompt again with its updated content if they have previously dismissed or completed it.	Monitor In-App Guidance in Lightning Experience in the Salesforce Help Accounting In-App Guidance

Billing Central In-App Guidance

Upgrade Steps

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

Upgrade steps for Spring 2023

Action	Further Information
Reset the metrics of the Release Overview prompt to ensure that users see this prompt again with its updated content if they have previously dismissed or completed it.	Monitor In-App Guidance in Lightning Experience in the Salesforce Help Billing Central In-App Guidance

Financial Report Builder In-App Guidance

Upgrade Steps

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

Upgrade steps for Spring 2023

Action	Further Information
Reset the metrics of the Release Overview prompt to ensure that users see this prompt again with its updated content if they have previously dismissed or completed it.	Monitor In-App Guidance in Lightning Experience in the Salesforce Help Financial Report Builder In-App Guidance

Foundations In-App Guidance

Upgrade Steps

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

Upgrade steps for Spring 2023

Action	Further Information
Reset the metrics of the Release Overview prompt to ensure that users see this prompt again with its updated content if they have previously dismissed or completed it.	Monitor In-App Guidance in Lightning Experience in the Salesforce Help Foundations In-App Guidance

PSA In-App Guidance

Upgrade Steps

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

Upgrade steps for Spring 2023

Action	Further Information
Reset the metrics of the Release Overview prompt to ensure that users see this prompt again with its updated content if they have previously dismissed or completed it.	Monitor In-App Guidance in Lightning Experience in the Salesforce Help PSA In-App Guidance

Revenue Management In-App Guidance

Upgrade Steps

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

Upgrade steps for Spring 2023

Action	Further Information
Reset the metrics of the Release Overview prompt to ensure that users see this prompt again with its updated content if they have previously dismissed or completed it.	Monitor In-App Guidance in Lightning Experience in the Salesforce Help Revenue Management In-App Guidance

Services CPQ In-App Guidance

Upgrade Steps

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