Mandatory Steps to Complete After Upgrading

With some releases, Certinia products require mandatory steps to be completed after the upgrade. It is highly recommended to review the details below and follow the instructions so that you do not encounter any errors after completing an upgrade.

Note:

If an upgrade covers multiple releases and you have upgraded from a previous version that is more than one release prior to the current version, ensure that you review the complete list below to perform any mandatory steps introduced in a release.

Fixed Asset Management Summer 2022

You must complete the following mandatory security checks for Fixed Asset Management Summer 2022.

Security Checks

Permission Checks

A large number of CRUD (Create, Read, Update, and Delete) checks are added in this release. These checks prevent potential CRUD-bypass security vulnerabilities, where users might make unauthorized changes to data.

Warning:

The following are mandatory requirements and must be carried out after the installation of Fixed Asset Management Summer 2022. You must take action on the following information.

Note:

The FAM Permission Settings custom setting has been added to Fixed Asset Management. When upgrading to Fixed Asset Management Summer 2022, by default, the Disable Permission Checks checkbox is selected. This means that there are no CRUD checks applied. If you require CRUD checks, manually deselect the Disable Permission Checks checkbox.

For first time installation, no action is required. By default, the Disable Permission Checks checkbox is deselected.

For security reasons, the Disable Permission Checks checkbox will be deprecated in a future release.

Selecting Disable Permission Checks does not disable CRUD checks for the following Salesforce standard objects:

  • Account
  • Contact
  • Document
  • Opportunity
  • Opportunity Line Item
  • Price Book
  • Product
Warning:

Permission checks are always enforced on the above objects, regardless of the Disable Permission Checks setting.

  • You must provide read access for your users on the above objects.
  • You must also provide edit and delete access for your users on the Account object.

For more information on the permission sets breakdown, see Salesforce Standard Objects and Fields Permissions in the Fixed Asset Management Technical Pack.

Accounting Spring 2022

If you are upgrading from a version prior to Fall 2021, you must complete the following mandatory steps to avoid errors.

Security Checks

Permission Checks

A large number of CUD (Create, Update, and Delete) checks are added in this release. These checks prevent potential CRUD-bypass security vulnerabilities, where users might make unauthorized changes to data.

Warning:

The following are mandatory requirements and must be carried out after the installation of Accounting Spring 2022. You must take action on the following information.

Note:

The Accounting Permission Settings custom setting has been added to Accounting. When upgrading to Accounting Spring 2022, by default, the Disable Permission Checks checkbox is selected. This means that there are no CUD checks applied. If you require CUD checks, manually deselect the Disable Permission Checks checkbox.

For first time installation, no action is required. By default, the Disable Permission Checks checkbox is deselected.

For security reasons, the Disable Permission Checks checkbox will be deprecated in a future release.

Selecting Disable Permission Checks does not disable CRUD checks for the following Salesforce standard objects:

  • Account
  • Contact
  • Document
  • Opportunity
  • Opportunity Line Item
  • Price Book
  • Product
Warning:

Permission checks are always enforced on the above objects, regardless of the Disable Permission Checks setting.

  • You must provide read access for your users on the above objects.
  • You must also provide edit and delete access for your users on the Account object.

For more information on the permission sets breakdown, see Salesforce Standard Objects and Fields Permissions in the Accounting Technical Pack.

PSA Spring 2022

If you are upgrading from a version prior to Fall 2021, you must complete the following mandatory steps to avoid errors.

Security Checks

Permission Checks

Warning:

The following are mandatory requirements and must be carried out after installation of PSA Spring 2022. You must take action on the following information.

A large number of CRUD (Create, Read, Update, and Delete) checks are added in this release. These checks prevent potential CRUD-bypass security vulnerabilities, where users might make unauthorized changes to data.

Note:

The PSA Permission Settings custom setting has been added to PSA. When upgrading to PSA Spring 2022, by default, the Disable Permission Checks checkbox is selected. This means that there are no CRUD checks applied. If you require CRUD checks, manually deselect the Disable Permission Checks checkbox.

For first time installation, no action is required. By default, the Disable Permission Checks checkbox is deselected.

For security reasons, the Disable Permission Checks checkbox will be deprecated in a future release.

Selecting Disable Permission Checks does not disable CRUD checks for the following Salesforce standard objects:

  • Account
  • Contact
  • Opportunity
Warning:

Permission checks are always enforced on the above objects, regardless of the Disable Permission Checks setting. You must provide read access for your users on the above objects.