Upgrading to Engagement Analytics 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 assets such as dashboards, datasets, dataset fields, or lenses that have been added or changed in this release.

For information on new features and changes to existing features in Summer 2023, see New Features and Enhancements in Engagement Analytics Summer 2023.

Note:

You must first upgrade your Financial Analytics and PS Cloud Core Analytics apps, then you must upgrade your Engagement Analytics app. This is a prerequisite for using any new feature or enhancement. For more information about how to upgrade apps, see Upgrading the Business Analytics App.

Enhancements to the Engagement Analytics Recipe

Upgrade Steps

No additional upgrade steps are required to upgrade this feature to Summer 2023. The new features are automatically available when you upgrade your Engagement Analytics app.

Included in this Feature

This section details the assets that have been added or changed in this release.

Fields Removed from the Dataset
Field Type Field Label Field API Name Replacement Field
Dimensions Record ID Id Object ID

For more information about all the fields available in the Deferred Revenue Reporting Billings dataset, see Deferred Revenue Reporting Billings Dataset Output Fields.

Fields Removed from the Deferred Revenue Reporting Transactions Dataset
Field Type Field Label Field API Name Replacement Field
Measures Conversion Rate ConversionRate This field does not have replacements.
Dimension Record ID Id Object ID

For more information about all the fields available in the Deferred Revenue Reporting Transactions dataset, see Deferred Revenue Reporting Transactions Dataset Output Fields.

New Engagement Analytics App Template Permission Set

Upgrade Steps

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

Upgrade Steps for Summer 2023

Action

Further Information

Assign the permission set to any administrator that might need to create an Engagement Analytics app.

Engagement Analytics Permission Sets

Included in this Feature

This section details the assets that have been added or changed in this release.

Permission Set Added in Summer 2023
Permission Set Description
Engagement Analytics App Template Required for administrators to run the configuration wizard to create your own Engagement Analytics app.