Upgrading to Billing Central Spring 2024

This page describes the changes to make when upgrading to Spring 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 Spring 2024, see New Features and Enhancements in Billing Central Spring 2024.

Multi-Revenue Billing

Billing Central Enhancements in Lightning Experience

For the Spring 2024 release, we have introduced various functionalities for the Billing Central mass action flows in Lightning Experience.

Mass Actions

Upgrade Steps

To start using this feature in Spring 2024, take the following action.

Note: These upgrade steps are for existing users upgrading to this version. For new users, by default,Lightning Experience actions are predefined by Salesforce.

Action

Further Information

Add buttons to the Billing Documents and Billing Contracts List View layouts. For more information about the buttons, see Buttons table.

 
Buttons
Buttons Added in Spring 2024

Button

Page Layout

Further Information

Activate Contracts

Billing Contracts

Billing Contracts list view

Activating Contracts

Activate

Activate Contracts confirmation page

Activating Contracts

Create Billing Documents

Billing Contracts list view

Creating Billing Documents from Contracts

Create Billing Documents

Create Billing Documents confirmation page

Creating Billing Documents from Contracts

Create Renewals

Billing Contracts list view

Renewing Contracts

Create Renewals

Create Renewals confirmation page

Renewing Contracts

Complete

Billing Document

Billing Document list view

Completing Billing Documents

Complete

Complete Billing Documents confirmation window

Completing Billing Documents

Discard

Billing Document list view

Discarding Billing Documents

Discard

Discard Billing Documents confirmation window

Discarding Billing Documents

Permission Sets
Permission Sets Updated in Spring 2024

Permission Set

Further Information

Billing Central - Billing Document - Complete

Permission Sets and Other Technical Documentation

Billing Central - Contract - Create Billing Document

Billing Central - Billing Document - Discard

Billing Central - Billing Document - Activate

Billing Central - Billing Document - Renew

Release Content

We want to help you find all of the information and resources that you need to use our products effectively.

Billing Central In-App Guidance

Upgrade Steps

To upgrade this feature to Summer 2024, take the following action:

Upgrade steps for Summer 2024
Action Further Information
Deactivate any deprecated prompts that are active in your org.  Managing Certinia In-App Guidance

Included in this Feature

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

In-App Guidance

Billing Central In-App Guidance Deprecated in Summer 2024

Name

App

Tab

Type

Active

Created
DEPRECATED: Billing Customers and Calculating Tax Learning Path Billing Central Billing Documents (List) Learning Path No Spring 2021
DEPRECATED: Managing Contracts Learning Path Billing Central Billing Contracts (List) Learning Path No Fall 2020
DEPRECATED: Products Learning Path Billing Central Products (List) Learning Path No Fall 2020
DEPRECATED: Release Overview Billing Central Accounts (List) Tutorial No Fall 2020