Upgrading to Customer Success Cloud February 2024

This page describes the changes to make when upgrading to February 2024.

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 February 2024, see New Features and Enhancements in Customer Success Cloud February 2024.

CS Cloud Advanced Analytics

Upgrade Steps

To upgrade this feature to February 2024, take the following steps.

Upgrade steps for February 2024
Action Further Information
Complete the steps in Setting up the CS Cloud Analytics App. Setting up CS Cloud Analytics Apps
Ensure you have the appropriate permission sets and licenses to use CS Cloud analytics. Permission Sets and Other Technical Documentation
Ensure you have created your CS Cloud Core Analytics app. Creating a CS Cloud Core Analytics App
Create the CS Cloud Advanced Analytics app. Creating a CS Cloud Advanced Analytics App
Add the Account Health Score dashboard to the Customer Success Workspace and any additional pages in LAB. Setting up CS Cloud Analytics Apps

Included in this Feature

This section details the items that have been added in this release

Objects

Objects Added in February 2024

Object

 Description
Customer Success Metric Stores information about customer success metrics.
Customer Success Metric Account Value Stores information about the Account and customer success metric objects, including the value to be measured.

Fields

Fields Added in February 2024
Object

Field

 Further Information
Customer Success Metric Description  Customer Success Metric Fields
Lower Threshold
Metric Type
Upper Threshold
Weighting
Customer Success Metric Account Value Account Customer Success Metric Account Value Fields
Date
Customer Success Metric
Value

Apps

Apps Added in February 2024

App

 Further Information
CS Cloud Advanced Analytics Setting up CS Cloud Analytics Apps

Datasets

Datasets Added in February 2024

Dataset

 Further Information
Metrics CS Cloud Analytics Data Reference

Dashboards

Dashboards Added in February 2024

Dashboard

 Further Information
Account Health Score Account Health Score Dashboard

Activity Tracker Enhancements

To upgrade this feature to February 2024, take the following steps.

Upgrade Steps

Upgrade steps for February 2024
Action Further Information
Ensure users have access to the Activity object. Permission Sets and Other Technical Documentation
Ensure users have access to the Objective object.
Ensure users have access to the Opportunity object.
Ensure users have access to the Playbook object.
Ensure users have access to the Playbook Task object.
Ensure users have access to the Success Plan object.
In the Lightning App Builder, select the Create Activity checkbox to display the link on the CSC Actions: Record Pages and CSC Workspace Actions components on any custom Lightning pages.

Included in this Feature

This section details the items that have been added in this release.

Assets

Assets Added to Lightning Components in February 2024
Component

Asset

 Type Description Further Information
Activity Tracker Add Activity Button Opens the Create Activity window, enabling you to create an activity record.  Activity Tracker Lightning Component Fields
Add Task Opens the Create Playbook Task window, enabling you to create a playbook task record.
Account Filter Field If selected, accounts are displayed in the Activity Tracker.
Objective If selected, objectives are displayed in the Activity Tracker.
Opportunity If selected, opportunities are displayed in the Activity Tracker.
Playbook If selected, playbooks are displayed in the Activity Tracker.
Playbook Task If selected, playbook tasks are displayed in the Activity Tracker.
Success Plan If selected, success plans are displayed in the Activity Tracker.

Component Properties

Component Properties Added in February 2024
Component

Property

 Description Further Information
Activity Tracker Create Activity If selected, the Create Activity action link is displayed on the CSC Actions: Record Pages and CSC Workspace Actions components.

Playbook Task Board

Upgrade Steps

To upgrade this feature to February 2024, take the following steps.

Upgrade steps for February 2024
Action Further Information
[Optional] In the Lightning App Builder, select the Show Swimlanes checkbox in the Playbook Task Board Properties pane to view playbook tasks grouped by their playbook stage in the Playbook Task Board component. Playbook Task Board Lightning Component Properties
[Optional] In the Lightning App Builder, enter a height in pixels for the Playbook Task Board in the Pixel Height field. The default is set to 600.

Included in this Feature

This section details the items that have been added in this release

Lightning Component Properties

Lightning Component Properties Added in February 2024

Lightning Component Property

 Further Information
Pixel Height Playbook Task Board Lightning Component Properties
Show Swimlanes

Creating Playbook Tasks

Upgrade Steps

To upgrade this feature to February 2024, take the following steps.

Upgrade steps for February 2024
Action Further Information
Add the Account field to the Playbook Task page layout. For information on adding fields to page layouts, see the Salesforce Help.

In Developer Console, enter and run the code provided to update all existing playbook task accounts so that they match their associated playbook's related account.

Copy 
final Integer MAX = 5000;
List<Playbook_Task__c> tasksToMatchPlaybook = [
    SELECT Id, Playbook__r.Account__c
    FROM Playbook_Task__c
    WHERE Account__c = null
    AND Playbook__c != null
    AND Playbook__r.Account__c != null
    LIMIT :MAX
];
Assert.isFalse(tasksToMatchPlaybook.isEmpty(), 'No tasks to update.');
for (Playbook_Task__c task : tasksToMatchPlaybook) {
    task.Account__c = task.Playbook__r.Account__c;
}
update tasksToMatchPlaybook;
Note:

A limit of 5000 records are updated at a time. Repeat the process until you receive the message No tasks to update..

 

 

For more information about executing Anonymous Apex Code, see the Salesforce Help.

In Developer Console, enter and run the code provided to update all existing playbook task accounts so that they match their associated parent success plan's related account.

Copy 
final Integer MAX = 5000;
List<Playbook_Task__c> tasksToMatchSuccessPlan = [
    SELECT Id, Parent_Success_Plan__r.Account__c 
    FROM Playbook_Task__c
    WHERE Account__c = null
    AND Parent_Success_Plan__c != null
    AND Parent_Success_Plan__r.Account__c != null
    LIMIT :MAX
];
Assert.isFalse(tasksToMatchSuccessPlan.isEmpty(), 'No tasks to update.');
for (Playbook_Task__c task : tasksToMatchSuccessPlan) {
    task.Account__c = task.Parent_Success_Plan__r.Account__c;
}
update tasksToMatchSuccessPlan;
Note:

A limit of 5000 records are updated at a time. Repeat the process until you receive the message No tasks to update..

Included in this Feature

This section details the items that have been added in this release

List Views

List Views Added in February 2024

Lightning Component Property

 Description
Tasks Without a Parent Record A list of task records with no associated account, success plan, or playbook.

Success Tracker Enhancements

Upgrade Steps

To upgrade this feature to February 2024, take the following steps.

Upgrade steps for February 2024
Action Further Information
[Optional] In Lightning App Builder, add Success Tracker to any additional record pages. Customer Success Cloud Lightning Components
[Optional] Enable the Bypass Playbook Trigger field in the CS Cloud Process Settings custom setting. Managing Custom Settings from Setup
[Optional] Enable the Bypass Playbook Task Trigger field in the CS Cloud Process Settings custom setting.
[Optional] Enable the Bypass Success Plan Trigger field in the CS Cloud Process Settings custom setting.

Included in this Feature

This section details the items that have been added in this release.

Fields

Fields Added to Lightning Components in February 2024
Component

Field

 Description Further Information
Success Tracker Account The account associated with the record. This field has been added to the Record Details panel of Success Tracker and is only available when viewing the record details for a success plan. Using Success Tracker
Next Business Review The date of the next business review for the account related to the success plan. This field has been added to the Record Details panel of Success Tracker and is only available when viewing the record details for a success plan.

Custom Setting Fields

Custom Setting Fields Added in February 2024

Custom Setting Field

 Custom Setting Further Information
Bypass Playbook Trigger CS Cloud Process Settings Managing Custom Settings from Setup
Bypass Playbook Task Trigger
Bypass Success Plan Trigger

Deprecated Items

This section details the items that have been removed in this release

Deprecated Items

Components Removed in February 2024

Component

 Further Information
DEPRECATED: CSC Success Tracker Replaced with the CSC Success Tracker component. For more information, see Customer Success Cloud Lightning Components.

Custom Settings

Upgrade Steps

No steps are required to upgrade this feature to February 2024.

Included in this Feature

This section details the items that have been added in this release.

Custom Settings

Custom Settings Added in February 2024

Custom Setting

 Further Information
CS Cloud Account Settings Managing Custom Settings from Setup