Preparing to Upgrade

This section lists things to consider before upgrading to Business Analytics Spring 2024.

Dependencies on Other Certinia Packages

You must install the following packages before upgrading to Business Analytics Spring 2024:

You must install the Foundations Spring 2024 Service Pack 1 before you can upgrade the Business Analytics package to Spring 2024.

In addition, the following packages or Analytics app are required before you can upgrade an Analytics app based on a Business Analytics template.

Engagement Analytics

Required Certinia Products for Engagement Analytics

Certinia Product

Version

Note

Billing Central Spring 2021 Only required if you use Billing Central with the engagement functionality and want to include billing contracts in Engagement Analytics.
PSA Summer 2022 Only required if you use PSA with the engagement functionality and want to include projects in Engagement Analytics.
Revenue Management Spring 2022 Only required if you want to include revenue recognized and cost amortized amounts, and to create the Deferred Revenue Reporting dashboard.
Order and Inventory Management Fall 2021 Only required if you use Order and Inventory Management with the strategic spend functionality.

Financial Analytics

Required Certinia Products for Financial Analytics

Certinia Product

Version

Note

Accounting Spring 2022  
Billing Central Spring 2021 Only required if you want to use the optional Billing Central features.
Fixed Asset Management Fall 2021 Only required if you want to use the optional Fixed Asset Management features.
Revenue Management Summer 2022 Only required if you want to use the optional Revenue Management features.
Order and Inventory Management Fall 2021 Only required if you want to use the optional Order and Inventory Management features.
Planning Spring 2022 Only required if you want to use the optional Planning features.

Intelligence Analytics

Required Analytics App

App

Version

Financial Analytics Winter 2024 (V2024.100)

PS Cloud Analytics

Required Certinia Products for PS Cloud Analytics

Certinia Product

Version

Note

PSA Summer 2022  
Revenue Management Spring 2022 Only required if you want to include revenue recognized and cost amortized amounts in the Project Reporting dataset.
[Optional] Services CPQ Spring 2022  

Supported Browsers

Business Analytics Spring 2024 supports the same browsers that Salesforce supports. For detailed information about supported browsers, see the Salesforce Help.

Tip:

Ensure popup blockers are turned off for Salesforce in your browser settings.