SECTIONSUpgrading to Foundations 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.
For information on new features and changes to existing features in Summer 2023, see New Features and Enhancements in Foundations 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.
Changes to Relationship Activation Methods
No steps are required to upgrade this feature to Summer 2023.
Creating Mappings Using Parent Data
No steps are required to upgrade this feature to Summer 2023.
Disabling Custom Mappings
No steps are required to upgrade this feature to Summer 2023.
Included in this Feature
This section details the items that have been added in this release to support this functionality.
Fields
|
Object |
Field |
Further Information |
|---|---|---|
| Mapping | Disabled | Disabling Mappings |
Viewing Mappings on a Messaging Relationship
No steps are required to upgrade this feature to Summer 2023.
Sierra Leone Currency Update
If you do not use the SLE currency in Foundations, no steps are required to upgrade this feature.
If you started using the SLE currency in Foundations exchange rates in Spring 2023, you can update the field label and name to show more details. For more information, see Updating a Currency’s Name when Only ISO Code is Displayed.
Accounts Payable Automation
Upgrade Steps
|
Action |
Further Information |
|---|---|
|
Assign the FDN - Manage Scanned Payable Documents permission set to the user profiles who will work on Accounts Payable Automation. |
|
|
If you want to use any new Foundations Lightning actions, add them to your object page layouts. |
For information on adding quick actions to page layouts in Lightning Experience, see the Salesforce Help. |
Included in this Feature
Lightning Actions
| Lightning Action | Page Layout | Further Information |
|---|---|---|
| Confirm | Scanned Payable Document Layout | Scanned Payable Document Fields |
| Create Payable Invoice | ||
| Discard |
Custom Object
|
Object |
Description |
Further Information |
|---|---|---|
|
Scanned Payable Document |
Contains Scanned Payable Document information, details of the data sent by the customers, and JSON returned from OCR. |
|
|
Scanned Payable Document Line |
The lines on the Scanned Payable Document. |
Fields
| Fields | Further Information |
|---|---|
| Account | Scanned Payable Document Fields |
| Company | |
| Due Date | |
| Error Details | |
| Invoice Currency | |
| Invoice Date | |
| Invoice Line Number | |
| Invoice Total | |
| Line Description | |
| Net Total | |
| Scanned Payable Document Number | |
| Status | |
| Vendor Invoice Number | |
| Scanned Payable Document Email | Company Fields |
Permission Sets
|
Permission Set Name |
Further Information |
|---|---|
|
FDN - Manage Scanned Payable Document |
Field Sets
|
Field Set |
Further Information |
|---|---|
|
Scanned Payable Document Line Fields |
New Product Updates Preflight Checks Page
No steps are required to upgrade this feature to Summer 2023.
Product Updates Manual Preflight Checks
No steps are required to upgrade this feature to Summer 2023.
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.