Upgrading to Order and Inventory Management – Avalara – Accounting Connector 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 Order and Inventory Management – Avalara – Accounting Connector 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.

Note:

Major versions include updates to both package and publisher names. In service packs, only the package name has changed. Some elements, such as theming and logos, have not been updated and other references to FinancialForce might remain visible in your org.

Supply Chain Management Is Now Order and Inventory Management

Upgrade Steps

No upgrade steps are required for the name change. Most labels are automatically updated.

Included in This Feature

This section details the items that have been updated in this release for the name change.

Custom Settings

Custom Settings Renamed in Summer 2023
API Name Original Label New Label Further Information
SCMAVAFFA_Connector_Settings__c SCMAVAFFA Connector Settings OIM – Avalara – Accounting Settings OIM – Avalara – Accounting Settings Fields

Buttons

Buttons Renamed in Summer 2023
Object Object API Name Button API Name Type Original Label New Label Further Information
Credit Invoice SCMC__Credit_Invoice__c Tax_and_Push_to_FFA Detail Page Button Tax and Push to FFA Tax and Push to Accounting Credit Invoice Buttons
Invoicing SCMC__Invoicing__c Tax_and_Push_to_FFA Detail Page Button Tax and Push to FFA Tax and Push to Accounting Invoicing Buttons
Sales Invoice c2g__codaInvoice__c Tax_and_Pull_Invoices List Button Tax and Pull Invoices Tax and Pull OIM Invoices Sales Invoice Buttons