Upgrading to Foundations Winter 2024
This page describes the changes to make when upgrading to Winter 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.
For information on new features and changes to existing features in Winter 2024, see New Features and Enhancements in Foundations Winter 2024.
Feature Console OAuth Service
No steps are required to upgrade this feature to Winter 2024.
Included in this Feature
This section details the items that have been added in this release to support this functionality.
Services
Service | Description | Further Information |
---|---|---|
Feature Console OAuth Service | Authentication and approval system introduced in Feature Console when performing feature steps. | Configuring the OAuth Service in Foundations |
Update Schedules
No steps are required to upgrade this feature to Winter 2024.Data Storage Preflight Check
No steps are required to upgrade this feature to Winter 2024.Enhancements to Accounts Payable Automation
To start using the new Lightning record pages in Winter 2024, take the following action.
Action | Further Information |
---|---|
Assign the Scanned Payable Document layout to the appropriate profile. | For more information about assigning page layouts, see the Salesforce Help. |
Assign the Foundations Company page layout to the users of the appropriate profile. | |
Assign the Assignment Layout page layout of the Assignment object to the appropriate profile. |
Included in this Feature
Lightning Record Page
Lightning Page | Object Name | Page Layout | Further Information |
---|---|---|---|
Scanned Payable Document | Scanned Payable Document | Scanned Payable Document Layout |
Lightning Components
Component | Description | Further Information |
---|---|---|
FDN Document Summary Card | Displays the summary fields of objects. | |
Scanned Payable Document Lines Grid | Manages lines on the Scanned Payable Document Lines grid. |
Buttons
Previous Button Labels | New button Labels | Lightning Tab | Further Information |
---|---|---|---|
Confirm | Create Invoice | Scanned Payable Document |
Permission Sets
Permission Set | Further Information |
---|---|
FDN - Manage Scanned Payable Document | Permission Sets and Other Technical Documentation |
Mapping Enhancements
Data Conversion Mapping Enhancements
No steps are required to upgrade this feature to Winter 2024.
Viewing and Editing a Mapping's Status
No steps are required to upgrade this feature to Winter 2024.
Managed Mapping Statuses
No steps are required to upgrade this feature to Winter 2024.
Horizontal Alignment of App Page KPI Cards
No steps are required to upgrade this feature to Winter 2024.
Organization-Wide Email Address
Upgrade Steps
To start using this feature in Winter 2024, take the following action:
Action | Further Information |
---|---|
Enter the email address in the Organization-Wide Email Address field in the FDN Background Processing Settings custom setting. It must be a verified email address listed on Salesforce's Organization-Wide Email Addresses page. | FDN Background Processing Settings |
Included in This Feature
Custom Fields
Custom Field | Custom Setting | Further Information |
---|---|---|
Organization-Wide Email Address | FDN Background Processing Settings | FDN Background Processing Settings |
Certinia Help Is Now Available from help.certinia.com
No steps are required to upgrade this feature. The Help links are automatically updated when you upgrade Foundations.
For more information, see Certinia Help URL.