Upgrading to Customer Success Cloud June 2024

This page describes the changes to make when upgrading to June 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 June 2024, see New Features and Enhancements in Customer Success Cloud June 2024.

Customer Health Score

Upgrade Steps

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

Upgrade Steps for June 2024
Action Further Information
Ensure that all existing Customer Success metric records have the Metric Type field populated. Customer Success Metric Fields

Included in This Release

This section details the items that have been added or removed in this release.

Quick Actions

Quick Actions Added in June 2024
Quick Action Location Further Information
Configure Health Scores CS Cloud Analytics Setup record page CS Cloud Analytics Setup Fields

Fields

Fields Removed in June 2024
Field Object Further Information
DEPRECATED: Lower Threshold Customer Success Metric Deprecated Elements
DEPRECATED: Upper Threshold
DEPRECATED: Weighting

Customer Success Enhancements

Upgrade Steps

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

Enhanced Filtering

Upgrade Steps

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

Included in This Release

Filter Panel Buttons

Filter Panel Buttons Added in June 2024
Button Name Feature Further Information
Edit Edit
  • Account Grid
  • Playbook Task Board
  • Playbook Task Portfolio Grid
  • Playbook Task Portfolio Calendar
  • Success Tracker
Account Grid Lightning Component Fields
Delete Delete
Remove Default Remove Default
Set as Default Set as Default
Save Save   
  • Playbook Task Board
  • Playbook Task Portfolio Grid
  • Playbook Task Portfolio Calendar
  • Success Tracker
Save As Save As
Settings Settings

Filter Panel Fields

Filter Panel Fields Added in June 2024
Field Feature Further Information
Saved Filters
  • Playbook Task Board
  • Playbook Task Portfolio Grid
  • Playbook Task Portfolio Calendar
  • Success Tracker

Enhancing Activity Tracker

New Field Set

Upgrade Steps

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

Included in This Release

This section details the items that have been added in this release.

Fields Sets
Field Sets Added in June 2024
Object Field Set Description Further Information
CS Activity Edit CS Activity Fields Defines the optional CS activity fields to display when using the Edit CS Activity window in Activity Tracker. CS Activity Field Sets

Displaying Additional Objects in Activity Tracker

Upgrade Steps

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

Included in This Feature

This section details the items that have been added in this release.

Lightning Component Properties
Lightning Component Properties Added in June 2024
Name Description Further Information
Additional Objects Filter Options The additional objects that you want to display in the Object section of the Filters panel. This enables users to view additional objects in the activity history in addition to the default objects. Activity Tracker Lightning Component Properties

Enhancing Success Tracker

Upgrade Steps

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

Team Management

Upgrade Steps

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

Included in This Release

This section details the items that have been added or updated in this release.

Fields

Fields Added in June 2024

Object

 Field Further Information

CS Cloud Resource

 Line Manager CS Cloud Resource Fields

Tabs

Tabs Added in June 2024

Object

 Tab Description Further Information

Team

 Team Management Enables users to add CS Cloud resources as members of teams and remove members from teams. Team Management Fields

Field Sets

Field Sets Added in June 2024

Field Set

 Object Description Further Information

Add Team Members Additional Filter Fields

 CS Cloud Resource

Defines the additional fields that display in the filters panel in the Add Team Members window in the Team Management tab of the Team object.

 CS Cloud Resource Field Sets
Add Team Members Table Columns Defines the standard columns that display in the Available Resources table of the Add Team Members window in the Team Management tab of the Team object. You can remove fields from this field set.