Upgrading to Fixed Asset Management 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.

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 Winter 2024, see New Features and Enhancements in Fixed Asset Management Winter 2024.

Migrating Fixed Asset Management to Lightning

Upgrade Steps

If you are upgrading to Winter 2024, we recommend editing the list view of the Fixed Asset object to add the new list buttons and remove the deprecated ones.

Upgrade Steps for Winter 2024
Action Further Information

Add the following buttons to the list view of the Fixed Asset object:

  • Delete
  • Dispose
  • Submit Assets for Approval
Fixed Asset Fields
Remove the DEPRECATED: Submit Assets for Approval button from the list view of the Fixed Asset object.

Activate the Depreciation Book Lightning page to use the following actions:

  • Generate Depreciation Schedules
  • Push to Assets
Updating Lightning Record Pages

Included in This Feature

Lightning Actions

Lightning Actions Added in Winter 2024
Object Action Further Information
Depreciation Book Generate Depreciation Schedules  Depreciation Book Fields
Push to Assets
Fixed Asset Delete  Fixed Asset Fields
Dispose
Submit Assets for Approval

Field Sets

Field Sets Added in Winter 2024
Object Field Set Further Information
Fixed Asset Fixed Asset Mass Actions Fixed Asset Field Sets

Permission Sets

Permission Sets Updated in Winter 2024
Permission Set Further Information
FAM - Depreciation Schedule - Export Permission Sets and Other Technical Documentation
FAM - Depreciation Schedule - Generate
FAM - Depreciation Schedule - Generate and Export
FAM - Fixed Asset - Manage
FAM - Fixed Asset - Submit for Approval

Fixed Asset Process Management

Depreciation Schedules

Upgrade Steps

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

Adding Fixed Assets to a Process

Upgrade Steps

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

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 Fixed Asset Management.

For more information, see Certinia Help URL.

Deprecated Elements

Deprecated Visualforce Actions

Visualforce Actions Deprecated in Winter 2024
Object Action Replaced By Further Information
Fixed Asset DEPRECATED: Submit Assets for Approval Submit Assets for Approval Deprecated Elements

Release Content

Upgrade Steps

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