SECTIONSUpgrading to Customer Success Cloud October 2023
This page describes the changes to make when upgrading to October 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.
For information on new features and changes to existing features in October 2023, see New Features and Enhancements in Customer Success Cloud October 2023.
Activity Tracker
Upgrade Steps
To upgrade this feature to October 2023, take the following action.
|
Action |
Further Information |
|---|---|
|
In Lightning App Builder, add the CSC Activity Tracker component to the Customer Success Workspace and any record pages. |
|
| Enable field tracking for the recommended objects and fields listed in the Customizable Lightning Components topic. |
|
Included in this Feature
This section details the items that have been added in this release.
Buttons
|
Button |
Name | Description |
|---|---|---|
|
|
Refresh | Refreshes the information in the Activity Tracker to display any external activity. |
Success Tracker
Upgrade Steps
No steps are required to upgrade this feature to October 2023.
Included in this Feature
This section details the items that have been added in this release.
Buttons
|
Button |
Name | Description | Further Information |
|---|---|---|---|
|
|
Record Details | Opens the Record Details panel. This enables you to view information about the selected record. |
Fields
|
Field |
Object | Further Information |
|---|---|---|
|
Notes |
Playbook Task |
Grid Sorting Information
Upgrade Steps
No steps are required to upgrade this feature to October 2023.