Upgrading to Extended Planning and Analysis 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 Extended Planning and Analysis February 2024.

Simplified the Data Source Setup

Upgrade Steps

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

Formula Builder Enhancements

Copying and Pasting in Plan

Upgrade Steps

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

Included in this Feature

Fields

Fields Added in Winter 2024

Fields	Object Name	Further Information
Absolute References	Plan	Formula Builder

Inserting Total Rows and Total Columns

Upgrade Steps

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

Included in this Feature

Buttons

Buttons Added in Winter 2024

Buttons	Object Name	Further Information
Insert Total Row	Plan	Plan Fields
Insert Total Column