Upgrading to Intelligence Analytics 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 assets such as dashboards, datasets, dataset fields, or lenses that have been added or changed in this release.

For information on new features and changes to existing features in Winter 2024, see New Features and Enhancements in Intelligence Analytics Winter 2024.

Note:

You must first upgrade your Financial Analytics app, then you must upgrade your Intelligence Analytics app. This is a prerequisite for using any new feature or enhancement. For more information about how to upgrade apps, see Upgrading the Business Analytics App.

Intelligent Cash Flow Forecasting with Einstein Recommendations, Bank Reconciliation Data and Dashboard Redesign

Upgrade Steps

To upgrade this feature to Winter 2024, take the following action.

Note:

These steps are only required if you already have a deployed model in Summer 2023.

Upgrade Steps for Winter 2024

Step	Action	Further Information
1	Define actionable variables in your Days to Pay model to see Einstein Discovery suggested improvements on your Cash Flow Forecast - Intelligence dashboard.	Setting up Days to Pay Models See the Salesforce Help.
2	Reconfigure your Intelligence Analytics app. It is not necessary to change the answers previously given.	See the Salesforce Help.

Included in this Feature

Dashboard Changed for This Feature

Dashboard	Further Information
Cash Flow Forecast - Intelligence	Using the Cash Flow Forecast - Intelligence Dashboard

Fields Added to the Financial Transactions - Intelligence Dataset

Field Type	Field Label	Field API Name	Description
Measures	Bank Reconciliation Closing Balance	BankReconciliationClosingBalance	Closing Balance calculated as Opening Balance + Collections - Payments.
	Bank Reconciliation Opening Balance	BankReconciliationOpeningBalance	The opening balance taken from the previous reconciliation's closing balance.
	Days to Pay after Improvement	DaysToPayAfterImprovement	Estimated Days to Pay after performing the action suggested to improve the Days to Pay prediction outcome.
Dimensions	Actionable Field Name	ActionableFieldName	The field selected as an actionable variable when you deploy your Einstein Discovery model.
	Actionable Field Value	ActionableFieldValue	The value of the actionable field suggested to improve the days to pay outcome.
	Bank Account Currency Name	CurrencyBankAccount	The name of the currency that relates to the bank account.
	Bank Account Name	BankAccountName	The name of the bank account that relates to the bank reconciliation.
	Bank Reconciliation Reference	BankReconciliationReference	The name of the bank reconciliation related to the transaction.
	Company ID	CompanyId	The ID of the company record related to the bank reconciliation.
	User	UserCompanySecurity.c2g__User_c	Related to the security predicate implementation.
Dates	Bank Statement Date	BankStatementDate	The date of the bank statement related to the transaction.

Filter Node Added to the Intelligence Analytics Recipe

Filter Node	Description
Filter Bank Reconciliations	Matches only bank reconciliations with the status of "Completed".

Certinia Help Is Now Available from help.certinia.com

No additional steps are required to upgrade this feature. The Help links in dashboards are automatically updated when you upgrade your Intelligence Analytics app.

For more information, see Certinia Help URL.

Release Content

Upgrade Steps

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