Upgrading to Customer Success Cloud August 2023

This page describes the changes to make when upgrading to August 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 August 2023, see New Features and Enhancements in Customer Success Cloud August 2023.

Filtering

Upgrade Steps

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

Upgrade Steps for August 2023

Action

 Further Information
[Optional] Reinstate any filters you had applied prior to upgrading on the filters panel.

Creating Success Plans

Upgrade Steps

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

Included in this Feature

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

Buttons

Buttons Added in August 2023

Button

 Description
Create Blank Opens the Create a Success Plan window. This enables you to create a new success plan or success plan template.
Indicates you are on the card view in the Select a Success Plan Template window. You can click , then click List to change to the list view.
Indicates you are on the list view in the Select a Success Plan Template window. You can click , then click Cards to change to the card view.

Creating Playbooks

Upgrade Steps

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

Additional Template Fields

Upgrade Steps

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

Upgrade Steps for August 2023

Action

 Further Information
[Optional] Specify the Copy From Template Playbook Task Fields field set to provide the fields whose values are copied when creating a playbook task from a template. To do this, enter the field set's API name in the Playbook Task Templating Fields field in the CS Cloud Templating Settings custom setting. Managing Custom Settings from Setup

 
[Optional] Specify the Copy From Template Playbook Fields field set to provide the fields whose values are copied when creating a playbook from a template. To do this, enter the field set's API name in the Playbook Templating Fields field in the CS Cloud Templating Settings custom setting.
[Optional] Specify the Copy From Template Objective Fields field set to provide the fields whose values are copied when creating an objective from a template. To do this, enter the field set's API name in the Objective Templating Fields field in the CS Cloud Templating Settings custom setting.
[Optional] Specify the Copy From Template Success Plan Fields field set to provide the fields whose values are copied when creating a success plan from a template. To do this, enter the field set's API name in the Success Plan Templating Fields field in the CS Cloud Templating Settings custom setting.

Included in this Feature

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

Custom Settings

Custom Settings Added in August 2023

Custom Setting

 Further Information
CS Cloud Templating Settings Managing Custom Settings from Setup

Custom Setting Fields

Custom Setting Fields Added in August 2023

Custom Setting Field

 Custom Setting Further Information
Playbook Task Templating Fields CS Cloud Settings Managing Custom Settings from Setup
Playbook Templating Fields
Objective Templating Fields
Success Plan Templating Fields

Field Sets

Field Sets Added in August 2023

Field Set

 Object Further Information
Copy From Template Playbook Task Fields Playbook Task Playbook Task Field Sets
Copy From Template Playbook Fields Playbook Playbook Field Sets
Copy From Template Objective Fields Objective Objective Field Sets
Copy From Template Success Plan Fields Success Plan Success Plan Field Sets

CS Cloud Enhancements

Upgrade Steps

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

CS Cloud Analytics

Upgrade Steps

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