Upgrading to Billing Central Summer 2023

This page describes the changes to make when upgrading to Summer 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 Summer 2023, see New Features and Enhancements in Billing Central Summer 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.

Amend Prices on Contracts in Bulk

Upgrade Steps

To start using this feature, take the following action:

Upgrade Steps for Summer 2023

Action

Further Information
Add the Amend Prices action to the Billing Contracts List View Button Layout. See the Salesforce Help for information about editing an object's List View Button Layout.

Included in this Feature

This section details the items that have been added in this release.

Lightning Actions

Lightning Action Added in Summer 2023

Lightning Action

Layout

Further Information
Amend Prices Billing Contracts List View Button Layout Amending Prices on Contracts in Bulk

Custom Setting Fields

Custom Setting Fields Added in Summer 2023

Custom Field

Custom Setting

Further Information
Amend Prices for Contracts: Queue Size Billing Central's Background Process Settings Background Process Settings
Amend Prices for Contracts: Scope Size Billing Central's Background Process Settings Background Process Settings

Apply Change Requests to Contracts in Bulk

Upgrade Steps

To start using this feature, take the following action:

Upgrade Steps for Summer 2023

Action

Further Information
Add the Apply Change Requests action to the Billing Contracts List View Button Layout. See the Salesforce Help for information about editing an object's List View Button Layout.

Included in this Feature

This section details the items that have been added in this release.

Lightning Actions

Lightning Action Added in Summer 2023

Lightning Action

Layout

Further Information
Apply Change Requests Billing Contracts List View Button Layout Applying Change Requests to Contracts

Custom Setting Fields

Custom Setting Fields Added in Summer 2023

Custom Field

Custom Setting

Further Information
Apply Change Requests: Queue Size Billing Central's Background Process Settings Background Process Settings
Apply Change Requests: Scope Size Billing Central's Background Process Settings Background Process Settings

Invocable Action to Apply Change Requests via a Salesforce Flow

Upgrade Steps

To start using this feature, take the following action:

Upgrade Steps for Summer 2023

Action

Further Information
Create a Salesforce flow to call the Apply Change Requests invocable action. Custom Action to Apply Change Requests

Included in this Feature

This section details the items that have been added in this release.

Apex Action

Apex Action Added in Summer 2023

Apex Action

Category

Further Information
Apply Change Requests Billing Contract Custom Action to Apply Change Requests

Control Whether Credit Notes Are Created Automatically

Upgrade Steps

By default, Billing Central creates a draft credit note automatically if you apply a change request that results in the customer being entitled to a refund. You can turn off this feature by taking the following action:

Upgrade Steps for Summer 2023

Action

Further Information
Select the Disable Automatic Credit Note Creation field in the Billing Central Settings custom setting. Automatic Creation of Draft Credit Notes When Applying Change Requests

Included in this Feature

This section details the items that have been added in this release.

Custom Setting Field

Custom Setting Field Added in Summer 2023

Custom Field

Custom Setting

Further Information
Disable Automatic Credit Note Creation Billing Central Settings Disable Automatic Credit Note Creation

Control Whether Contract Status is Updated to Expired When Applying a Change Request

Upgrade Steps

By default, applying a change request to a contract with an end date that is before today immediately sets the contract's status to "Expired". You can disable this immediate change to the contract's status by taking the following action:

Upgrade Steps for Summer 2023

Action

Further Information
Select the Change Requests Do Not Expire Contracts field in the Billing Central Settings custom setting. Applying Change Requests to Contracts

Included in this Feature

This section details the items that have been added in this release.

Custom Setting Field

Custom Setting Field Added in Summer 2023

Custom Field

Custom Setting

Further Information
Change Requests Do Not Expire Contracts Billing Central Settings Change Requests Do Not Expire Contracts

Sencha Pages are Deprecated

Upgrade Steps

If you are upgrading and your org is still configured to use the Enhanced View pages for plans, billing contracts, and billing documents, you must remove the button overrides that caused those pages to be displayed. If you do not remove the button overrides, when you attempt to create, edit, or view these records, a message will be displayed informing you that the page has been deprecated and you must use the Lightning record page instead.

Upgrade Steps for Summer 2023

Action

Further Information

To remove button overrides from the Plan object:

  1. In Setup | Object Manager, navigate to the Plan object.
  2. In the Buttons, Links and Actions section, ensure that the Override Properties for the Edit, New, and View buttons show that the Salesforce Classic Override option does not have the Visualforce page field set to a DEPRECATED: Plans page (Plans, Plans Edit, Plans New, Plans View).
  3. In the Page Layouts section, open Plan Layout - Lightning and delete the Edit with Enhanced Page and View on Enhanced Page buttons from the Salesforce Mobile and Lightning Experience Actions panel.
 See the Salesforce Help for more information about editing buttons on custom objects.

To remove button overrides from the Billing Contract object:

  1. In Setup | Object Manager, navigate to the Billing Contract object.
  2. In the Buttons, Links and Actions section, ensure that the Override Properties for the Edit, New, and View buttons show that the Salesforce Classic Override option does not have the Visualforce page field set to a DEPRECATED: Contracts page (Contracts, Contracts Edit, Contracts New, Contracts View).
  3. In the Page Layouts section, open Contract Layout - Lightning and delete the Edit with Enhanced Page and View on Enhanced Page buttons from the Salesforce Mobile and Lightning Experience Actions panel.
 See the Salesforce Help for more information about editing buttons on custom objects.

To remove button overrides from the Billing Document object:

  1. In Setup | Object Manager, navigate to the Billing Document object.
  2. In the Buttons, Links and Actions section, ensure that the Override Properties for the Edit, New, and View buttons show that the Salesforce Classic Override option does not have the Visualforce page field set to a DEPRECATED: Billing Documents page (Billing Documents, Billing Documents Edit, Billing Documents New, Billing Documents View).
  3. In the Page Layouts section, open Billing Document Layout - Lightning (Billing Central) and delete the Edit with Enhanced Page and View on Enhanced Page buttons from the Salesforce Mobile and Lightning Experience Actions panel.
 See the Salesforce Help for more information about editing buttons on custom objects.
In Feature Console, enable the Switch to Lightning Experience feature to assign the Lightning record pages as org defaults. See Switch to Lightning Experience for more information about enabling this feature, and additional steps when upgrading.

Items Deprecated in this Release

This section details the items that have been deprecated in this release.

Visualforce Pages

Visualforce Pages Deprecated in Summer 2023

Object

Visualforce Page
Billing Contract ffbc__contracts
ffbc__contractsnew
ffbc__contractsedit
ffbc__contractsview
Billing Document ffbc__billingdocuments
ffbc__billingdocumentsnew
ffbc__billingdocumentsedit
ffbc__billingdocumentsview
Plan ffbc__plans
ffbc__plansnew
ffbc__plansedit
ffbc__plansview

Field Sets

Field Sets Deprecated in Summer 2023

Object

Field Set
Billing Document Enhanced Billing Document Additional Fields

Custom Setting Fields

Custom Setting Fields Deprecated in Summer 2023

Custom Setting

Custom Field
Billing Central Settings Enhanced Billing Doc Field Set

Check the Active Contract Line Locked Fields Field Set for Required Fields

Upgrade Steps

To ensure billing data integrity, all upgrading customers must take the following action:

Upgrade Steps for Summer 2023

Action

Further Information
Check that the Active Contract Line Locked Fields field set used by the Billing Contract Line Item object includes all the required fields. Protecting Contract Line Fields from Edits When a Contract Is Active

Release Content

Upgrade Steps

If you are upgrading from a previous version, see Upgrading to In-App Guidance Summer 2023. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.