Preparing to Upgrade
This section lists things to consider before upgrading to Business Analytics Winter 2024.
Dependencies on Other Certinia Packages
You must install the following packages before upgrading to Business Analytics Winter 2024:
You must install the Foundations Winter 2024 Service Pack 1 before you can upgrade the Business Analytics package to Winter 2024.
In addition, the following packages or Analytics app are required before you can upgrade an Analytics app based on a Business Analytics template.
Engagement Analytics
Certinia Product |
Version |
Note |
---|---|---|
Billing Central | Spring 2021 | Only required if you use Billing Central with the engagement functionality and want to include billing contracts in Engagement Analytics. |
PSA | Summer 2022 | Only required if you use PSA with the engagement functionality and want to include projects in Engagement Analytics. |
Revenue Management | Spring 2022 | Only required if you want to include revenue recognized and cost amortized amounts, and to create the Deferred Revenue Reporting dashboard. |
Order and Inventory Management | Fall 2021 | Only required if you use Order and Inventory Management with the strategic spend functionality. |
Financial Analytics
Certinia Product |
Version |
Note |
---|---|---|
Accounting | Spring 2022 | |
Billing Central | Spring 2021 | Only required if you want to use the optional Billing Central features. |
Fixed Asset Management | Fall 2021 | Only required if you want to use the optional Fixed Asset Management features. |
Revenue Management | Summer 2022 | Only required if you want to use the optional Revenue Management features. |
Order and Inventory Management | Fall 2021 | Only required if you want to use the optional Order and Inventory Management features. |
Planning | Spring 2022 | Only required if you want to use the optional Planning features. |
Intelligence Analytics
App |
Version |
---|---|
Financial Analytics | Winter 2024 (V2024.100) |
PS Cloud Analytics
Certinia Product |
Version |
Note |
---|---|---|
PSA | Summer 2022 | |
Revenue Management | Spring 2022 | Only required if you want to include revenue recognized and cost amortized amounts in the Project Reporting dataset. |
[Optional] Services CPQ | Spring 2022 |
Supported Browsers
Business Analytics Winter 2024 supports the same browsers that Salesforce supports. For detailed information about supported browsers, see the Salesforce Help.