Upgrading to Planning 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 Planning 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.

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.

Certinia Academy: Release Highlights

If you want to learn more about the new features in this release, see the ERP Cloud - Spring 2023 Release Highlights Certinia Academy module. This module will guide you through the new features in our ERP Cloud products.

Enabling Other Sources for Mapping Rules

Upgrade Steps

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

Action	Further Information
Enable the Other Sources for Mapping Rules feature in the Feature Console.	Enabling Other Sources for Mapping Rules

Enhancements to Budgets

Upgrade Steps

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

Buttons

Button Added in Spring 2023
Button	Page	Further Information
Edit	Budgets	Budgets Fields

Restrict Editing the Headcount by Resource Line Grid with Read Access

Upgrade Steps

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

Certinia Help

Upgrade Steps

To view the Certinia Help from your org, you require Apex class access to be enabled for the fferpcore.ContextSensitiveHelpController class.

By default, access to this class has been added to all Foundations permission sets. If you use custom permission sets, you must add access to this class to the relevant permission sets. For more information about customizing permission sets, see the Salesforce Help.

The Certinia Help is available via the default utility bar associated with Certinia apps. If you use the default utility bar, no upgrade steps are required and the Certinia Help will be available from the utility bar automatically.

If you use a custom utility bar, complete the steps in Setting up the Certinia Help.