Upgrading to In-App Guidance 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 In-App Guidance Summer 2023.

Accounting In-App Guidance

Upgrade Steps

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

Upgrade steps for Summer 2023

Action

Further Information

Reset the metrics of the Release Overview prompt to ensure that users see this prompt again with its updated content if they have previously dismissed or completed it.

Monitor In-App Guidance in Lightning Experience in the Salesforce Help

Accounting In-App Guidance

Deactivate any deprecated prompts that are active in your org. Managing Certinia In-App Guidance

Billing Central In-App Guidance

Upgrade Steps

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

Upgrade steps for Summer 2023

Action

Further Information

Reset the metrics of the Release Overview prompt to ensure that users see this prompt again with its updated content if they have previously dismissed or completed it.

Monitor In-App Guidance in Lightning Experience in the Salesforce Help

Billing Central In-App Guidance

Deactivate any deprecated prompts that are active in your org. Managing Certinia In-App Guidance

Financial Report Builder In-App Guidance

Upgrade Steps

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

Upgrade steps for Summer 2023

Action

Further Information

Reset the metrics of the Release Overview prompt to ensure that users see this prompt again with its updated content if they have previously dismissed or completed it.

Monitor In-App Guidance in Lightning Experience in the Salesforce Help

Financial Report Builder In-App Guidance

Foundations In-App Guidance

Upgrade Steps

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

Upgrade steps for Summer 2023

Action

Further Information

Reset the metrics of the Release Highlights prompt to ensure that users see this prompt again with its updated content if they have previously dismissed or completed it.

Monitor In-App Guidance in Lightning Experience in the Salesforce Help

Foundations In-App Guidance

Deactivate any deprecated prompts that are active in your org. Managing Certinia In-App Guidance

PSA In-App Guidance

Upgrade Steps

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

Upgrade steps for Summer 2023

Action

Further Information

Reset the metrics of the Release Overview prompt to ensure that users see this prompt again with its updated content if they have previously dismissed or completed it.

Monitor In-App Guidance in Lightning Experience in the Salesforce Help

PSA In-App Guidance

Deactivate the following prompts:

  • Project Template LP

  • Project Template LP CPFT

 Managing Certinia In-App Guidance
Deactivate any deprecated prompts that are active in your org. Managing Certinia In-App Guidance

Revenue Management In-App Guidance

Upgrade Steps

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

Upgrade steps for Summer 2023

Action

Further Information

Reset the metrics of the Release Overview prompt to ensure that users see this prompt again with its updated content if they have previously dismissed or completed it.

Monitor In-App Guidance in Lightning Experience in the Salesforce Help

Revenue Management In-App Guidance

Deactivate any deprecated prompts that are active in your org. Managing Certinia In-App Guidance

Order and Inventory Management In-App Guidance

Upgrade Steps

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

Upgrade steps for Summer 2023

Action

Further Information

Reset the metrics for the following prompts:

  • Release Overview - Acquisition Process
  • Release Overview - Action Queues

This is to ensure that users see these prompts again with their updated content if they have previously dismissed or completed them.

Monitor In-App Guidance in Lightning Experience in the Salesforce Help

Order and Inventory Management In-App Guidance

Deactivate the Release Overview prompt for the Order Fulfillment Process app. Managing Certinia In-App Guidance