SECTIONSNew Features and Enhancements in In-App Guidance Spring 2023
The following new features have been introduced in the Spring 2023 release of In-App Guidance.
If you are upgrading from a previous version, see Upgrading to In-App Guidance Spring 2023. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.
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.
Accounting In-App Guidance
The Spring 2023 release of Accounting introduces the following changes to in-app guidance.
|
Name |
App |
Tab |
Type |
Active |
Created |
|---|---|---|---|---|---|
| Accounts Receivable LP | Accounting | Sales Invoices (List) | Floating | No | Fall 2021 |
| Accounts Receivable Write-Off | Accounting | Accounting Task Launcher | Tutorial | No | Fall 2021 |
| Application Design Concepts LP | Accounting | Select Company | Floating | No | Fall 2020 |
| Background Matching | Accounting | Accounting Task Launcher | Tutorial | No | Fall 2021 |
| Collections Plus LP | Accounting | Collections | Floating | No | Fall 2020 |
| Creating a Currency Revaluation Template | Accounting | Currency Revaluation Template (List) | Tutorial | No | Spring 2021 |
| Credit Terms LP | Accounting | Accounting Companies (Record) | Floating | No | Fall 2021 |
| Currency Revaluation and Translation LP | Accounting | Currency Revaluation | Floating | No | Spring 2021 |
| Currency Revaluation Criteria Walkthrough | Accounting | Currency Revaluation Templates (List) | Walkthrough | Yes | Fall 2021 |
| Generating Currency Revaluation Documents | Accounting | Currency Revaluation Criteria (List) | Tutorial | No | Spring 2021 |
| Introduction to Journals LP | Accounting | Journals (List) | Floating | No | Fall 2020 |
| Payable Credit Note Walkthrough | Accounting | Payable Credit Notes (List) | Walkthrough | No | Fall 2021 |
| Payable Invoice Walkthrough | Accounting | Payable Invoice (List) | Walkthrough | No | Fall 2021 |
| Plaid Integration LP | Accounting | Bank Connections | Floating | No | Fall 2021 |
| Prepaid Expenses LP | Accounting | Prepaid Expenses | Floating | No | Fall 2021 |
| Release Overview | Accounting | Select Company | Tutorial | Yes | Fall 2020 |
| Sales Credit Note Walkthrough | Accounting | Sales Credit Notes (List) | Walkthrough | No | Spring 2022 |
| Sales Invoice Walkthrough | Accounting | Sales Invoice (List) | Walkthrough | No | Spring 2022 |
Billing Central In-App Guidance
The Spring 2023 release of Billing Central introduces the following changes to in-app guidance.
|
Name |
App |
Tab |
Type |
Active |
Created |
|---|---|---|---|---|---|
| Billing Customers and Calculating Tax Learning Path | Billing Central | Billing Documents (List) |
Floating |
No | Spring 2021 |
| Managing Contracts Learning Path | Billing Central | Billing Contracts (List) | Floating | No | Fall 2020 |
| Products Learning Path | Billing Central | Products (List) | Floating | No | Fall 2020 |
| Release Overview | Billing Central | Select Company | Tutorial | Yes | Fall 2020 |
Financial Report Builder In-App Guidance
The Spring 2023 release of Financial Report Builder introduces the following changes to in-app guidance.
|
Name |
App |
Tab |
Type |
Active |
Created |
|---|---|---|---|---|---|
| Release Overview | Financial Report Builder | Financial Report (List) | Tutorial | No | Spring 2021 |
Foundations In-App Guidance
The Spring 2023 release of Foundations introduces the following changes to in-app guidance.
|
Name |
App |
Tab |
Type |
Active |
Created |
|---|---|---|---|---|---|
| Release Highlights | Any | Any | Floating | Yes | Winter 2023 |
PSA In-App Guidance
The Spring 2023 release of PSA introduces the following changes to in-app guidance.
|
Name |
App |
Tab |
Type |
Active |
Created |
|---|---|---|---|---|---|
| Project Template LP | PSA | Opportunity Record | Floating | No | Spring 2021 |
| Project Template LP CPFT | PSA | Create Project From a Template | Floating | No | Spring 2021 |
| Release Overview | PSA | Home | Tutorial | Yes | Fall 2020 |
Revenue Management In-App Guidance
The Spring 2023 release of Revenue Management introduces the following changes to in-app guidance.
|
Name |
App |
Tab |
Type |
Active |
Created |
|---|---|---|---|---|---|
| Release Overview | Revenue Management | Recognize Revenue | Tutorial | Yes | Fall 2020 |
| Configuring Revenue Recognition LP | Revenue Management Setup | Settings (List) | Floating | No | Fall 2020 |
| Recognize Revenue LP | Revenue Management | Recognize Revenue | Floating | No | Fall 2020 |
| Revenue Contracts LP | Revenue Management | Revenue Contracts (List) | Floating | No | Fall 2020 |
Services CPQ
The May 2023 release of Services CPQ introduces the following changes to in-app guidance.
|
Name |
App |
Tab |
Type |
Active |
Created |
|---|---|---|---|---|---|
| DEPRECATED: Configuring an Estimate | Services CPQ | Estimates (Record) | Tutorial | No | November 2022 |
| DEPRECATED: Creating an Estimate | Services CPQ | Services CPQ Workspace | Tutorial | No | Spring 2022 |
| DEPRECATED: Services CPQ Overview | Services CPQ | Services CPQ Workspace | Tutorial | No | Fall 2021 |