SECTIONSUpgrading to Customer Success Cloud December 2023
This page describes the changes to make when upgrading to December 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 December 2023, see New Features and Enhancements in Customer Success Cloud December 2023.
Customer Success Enhancements
Upgrade Steps
No steps are required to upgrade this feature to December 2023.
Activity Tracker Enhancements
Upgrade Steps
No steps are required to upgrade this feature to December 2023.
Included in this Feature
This section details the items that have been added in this release.
Lightning Components
| Component | Update Description | Further Information |
|---|---|---|
| Activity Tracker | Activity Tracker now displays upcoming activities, enabling you to view activities that are due to start or end in the next seven days. | Using Activity Tracker |
Fields
| Field |
Object |
Further Information |
|---|---|---|
| Date | Activity | Activity Fields |
| Type |
Filter Fields
| Field | Filter Options | Further Information |
|---|---|---|
| Activity Type | Meeting, Notes | Using Activity Tracker |
Customer Success Workspace
Upgrade Steps
No steps are required to upgrade this feature to December 2023.
Included in this Feature
This section details the items that have been added in this release.
Fields
|
Field |
Object | Further Information |
|---|---|---|
| Account | Playbook Task | Playbook Task Fields |