Upgrading to Advanced Quoting 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 Advanced Quoting 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 this feature.

Feature Console Feature Label Changes
API Name Original Label New Label Further Information
SCMQT__LightningPageAssignmentV2 SCMQT Lightning Page Assignment Lightning Page Assignments Updating the Customer Quotation Lightning Record Page
Lightning Component Label Changes
API Name Original Label New Label
SCMQT:customerQuotationLinesGrid SCM Customer Quotation Lines Grid OIM Advanced Quoting - Customer Quotation Lines Grid
SCMQT:recordSummarySection SCM Customer Quotation Record Summary Section OIM Advanced Quoting - Customer Quotation Record Summary Section
Permission Set Label Changes
API Name Original Label New Label Further Information
SCMQT__ManageCustomerQuotations SCMQT - Manage Customer Quotations OIM Advanced Quoting - Manage Customer Quotations Permission Sets and Other Technical Documentation