Upgrading to PSA – 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 PSA – 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.

SRP is Now PSA – Accounting Connector

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 Setting Label Changes
API Name Original Label New Label Further Information
ffpsai__PSAAccountingIntegration__c SRP Integration Settings PSA – Accounting Connector Settings PSA – Accounting Connector Settings Fields
Custom Setting Field Label Changes
Custom Setting API Name Original Label New Label Further Information
PSA – Accounting Connector Settings ffpsai__PSAAccountingIntegration__c Run Integration in Enhanced Mode Run in Enhanced Mode Run in Enhanced Mode
List Button Label Changes
Object API Name Original Label New Label Further Information
Integration Rules ffpsai__generatepsaffaintegrationrules Generate/Refresh Rules for SRP Integration Generate Rules for PSA – Accounting Connector Integration Rule Button
Tab Label Changes
API Name Original Label New Label Further Information
ffpsai__Administration SRP Administration PSA – Accounting Connector Admin PSA – Accounting Connector Lightning Pages
Lightning Page Label Changes
API Name Original Label New Label Further Information
ffpsai__Administration SRP Administration PSA – Accounting Connector Admin PSA – Accounting Connector Lightning Pages
Lightning Component Label Changes
API Name Original Label New Label Further Information
ffpsai:ad_administrationActions SRP Administration Actions PSA – Accounting Scheduling Actions PSA – Accounting Connector Lightning Components
ffpsai:ad_mappingActions SRP Mapping Actions PSA – Accounting Mapping Actions
ffpsai:ad_clickLinkRulesActions DEPRECATED: SRP ClickLink Rules Actions DEPRECATED: PSA – Accounting ClickLink Rules Actions
ffpsai:ad_integrationRulesActions DEPRECATED: SRP Integration Rules Actions DEPRECATED: PSA – Accounting Integration Rules Actions
Lightning Component Label Changes
API Name Original Label New Label Further Information
ffpsai__Administration SRP - Administration PSA – Accounting - Administration Permission Sets and Other Technical Documentation
ffpsai__BillingEventsToSalesInvoicesOrCreditNotes SRP - Billing Events to Sales Invoices or Credit Notes PSA – Accounting - Billing Events to Sales Invoices or Credit Notes
ffpsai__ExpenseReportsToPayableInvoicesOrCreditNotes SRP - Expense Reports to Payable Invoices or Credit Notes PSA – Accounting - Expense Reports to Payable Invoices or Credit Notes
ffpsai__JournalLineItemsToMiscellaneousAdjustments SRP - Journal Line Items to Miscellaneous Adjustments PSA – Accounting - Journal Line Items to Miscellaneous Adjustments
ffpsai__MiscellaneousAdjustmentsToJournals SRP - Miscellaneous Adjustments to Journals PSA – Accounting - Miscellaneous Adjustments to Journals
ffpsai__PayableCreditNoteExpenseLineItemToMiscellaneousAdjustments SRP - Payable Credit Note Expense Line Items to Miscellaneous Adjustments PSA – Accounting - Payable Credit Note Lines to Miscellaneous Adjustments
ffpsai__PayableInvoiceExpenseLineItemToMiscellaneousAdjustments SRP - Payable Invoice Expense Line Items to Miscellaneous Adjustments PSA – Accounting - Payable Invoice Expense Lines to Miscellaneous Adjustments
ffpsai__SyncGroupsToDimensions SRP - Sync Groups to Dimension 3 Records PSA – Accounting - Sync Groups to Dimension 3 Records
ffpsai__SyncPracticesToDimensions SRP - Sync Practices to Dimension 2 Records PSA – Accounting - Sync Practices to Dimension 2 Records
ffpsai__SyncProjectsToDimensions SRP - Sync Projects to Dimension 4 Records PSA – Accounting - Sync Projects to Dimension 4 Records
ffpsai__SyncRegionsToDimensions SRP - Sync Regions to Dimension 1 Records PSA – Accounting - Sync Regions to Dimension 1 Records
ffpsai__VendorInvoicesToPayableInvoicesOrCreditNotes SRP - Vendor Invoices to Payable Invoices or Credit Notes PSA – Accounting - Vendor Invoices to Payable Invoices or Credit Notes