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

Enhancements to Plan Scenarios

Upgrade Steps

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

Upgrade Steps in June 2024
Task Further Information
Remove the Default Scenario field from the Plan Layout page layout on the Plan object. See the Salesforce Help.
Set the Plan Scenario Layout on the Plan Scenario object as the default layout for all profiles. See the Salesforce Help.

After upgrading, you are no longer able to send plans to existing Analytics datasets. To get around this issue:

  1. Send all the relevant plans to Analytics using new data sources. This creates new datasets in Analytics.
  2. [Optional] In Analytics, delete any datasets that are no longer relevant.
  3. [Optional] Delete any output data sources that are no longer relevant.

Sending Plans to Analytics

See the Salesforce Help.

Included in This Feature

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

Lightning Pages

Lightning Record Pages Added in June 2024
Object Page Description Further Information
Plan Scenario Plan Scenario Lightning Page The default Lightning record page for the Plan Scenario object. Plan Scenario Fields
Lightning Record Pages Renamed in June 2024
Object API Name Original Label New Label Further Information
Plan xpna__Plan_Record_Page Plan_Record_Page Plan Lightning Page Plan Fields

Page Layouts

Page Layouts Added in June 2024
Object Page Layout Description Further Information
Plan Scenario Plan Scenario Layout The default page layout for the Plan Scenario object. Plan Scenario Fields

Manage Plans via the GlobalPlanService Class

Upgrade Steps

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

Edit Plan References in Formula Builder

Upgrade Steps

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

Preserve Column Order When Importing from an XLSX File

Upgrade Steps

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

New Plan Template Object

Upgrade Steps

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

Included in This Feature

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

Objects

Objects Added in June 2024
Object Description Further Information
Plan Template Lists the available templates for creating a new plan. Plan Templates Fields

Planning Units Mapping

Upgrade Steps

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

Upgrade Steps
Steps Further Information
Link existing measures to Planning units. For more information, see Linking Existing Measures To Planning Units.

Included in This Feature

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

Objects

Objects Added in June 2024
Object Description Further Information
Planning Units Mapping Relates Planning units and measures. Planning Unit Mapping Fields

Permission Sets

Permission Sets Updated in June 2024
Permission Set Further Information
xP&A - Manage Data Sources and Plans Permission Sets and Other Technical Documentation
xP&A - Manage Plans