SECTIONSUpgrading to Revenue Management 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 Revenue Management 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.
Improved Discard Process
Upgrade Steps
To use the asynchronous process for discarding transactions in Summer 2023, take the following action:
|
Action |
Further Information |
|---|---|
|
Enable the "Upgrade to Summer 2023" feature in Feature Console. |
Upgrade to Summer 2023 |
Included in this Feature
This section details the items that have been added in this release.
Picklist Values
|
Object |
Field |
Picklist Value | Further Information |
|---|---|---|---|
| Recognition Transaction | Status | Discarding | |
| RM Background Process Child | Process Type | Discard Transactions | Revenue Management Background Process Fields |
Custom Fields
|
Custom Field |
Custom Setting |
Further Information |
|---|---|---|
| Delete Discard Transactions Async Logs | Revenue Management Settings | |
| Discard Transaction Batch Size | Revenue Management Batch Settings | Revenue Management Batch Settings |
Asynchronous Processes Send Salesforce Notifications
Upgrade Steps
By default Revenue Management's asynchronous processes now send notifications to users via both email and Salesforce notifications. If you want to change this default behavior, take the following action:
|
Action |
Further Information |
|---|---|
| [Optional] Customize how Revenue Management’s asynchronous processes send notification messages to users. | Revenue Management Notification Settings |
Included in this Feature
This section details the items that have been added in this release.
Custom Fields
|
Custom Field |
Custom Setting |
Further Information |
|---|---|---|
| Disable Email Notifications | Revenue Management Notification Settings | Revenue Management Notification Settings |
| Disable Salesforce Notifications |
Improved Support for Volumes in the Recognition Summary Grid
Upgrade Steps
No upgrade steps are required to start using this enhancement.
Included in this Feature
This section details the items that have been added in this release.
Custom Field
|
Custom Field |
Custom Setting |
Further Information |
|---|---|---|
| Disable Extended Volumes in Rec. Summary | Revenue Management Settings |
Automation Enhancements
Upgrade Steps
The automation enhancements in Summer 2023 include being able to filter by company. If you intend to filter by company when running the automation, take the following action:
|
Action |
Further Information |
|---|---|
|
Create Foundations companies for the companies on your source records and ensure that their names match. This is necessary because the Company filter used in the Automate Processes window lists Foundations companies. |
Companies |
Included in this Feature
This section details the items that have been added in this release.
New Objects
|
Object |
Description |
Further Information |
|---|---|---|
| RM Automation Configuration | Contains configuration information for Revenue Management automation processes. | |
| RM Automation Configuration filter | Contains filter information for Revenue Management automation processes. Object is a child of RM Automation Configuration. |
New Fields
|
Field |
Object |
Further Information |
|---|---|---|
| Recognition Stream | Recognition Transaction |
Recognize Schedules Process Not Blocked by "In Progress" Transactions
Upgrade Steps
No upgrade steps are required to start using this enhancement.
Deferred Revenue True-Up Not Blocked When Recognizing against Recognition Schedules
Upgrade Steps
No upgrade steps are required to start using this enhancement.
Included in this Feature
This section details the items that have been added in this release.
New Link
|
Lightning Component |
New Link |
Further Information |
|---|---|---|
| RM Actions - Summer 22 |
Deferred Revenue True-Up All |
Lightning Page Assignments for Recognition Schedule Objects
Upgrade Steps
To assign the packaged Lightning pages as org defaults for the Recognition Schedule and Recognition Schedule Line objects, take the following action:
|
Action |
Further Information |
|---|---|
|
[Optional] Re-run Revenue Management's Lightning Page Assignments feature in Feature Console for the Recognition Schedule and Recognition Schedule Line objects. |
Revenue Management Lightning Page Assignments |
Guidance on How to Display Recognition Information on Primary Source Records
Upgrade Steps
If you wish to display recognition information on your primary source records, take the following action:
|
Action |
Further Information |
|---|---|
|
Read the guidance provided and perform the setup appropriate to your org. |
Displaying Recognition Information on Primary Source Records |
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.