Upgrading to Customer Success Cloud August 2024

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

Customer Health Score

Upgrade Steps

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

Upgrade Steps for August 2024
Action Further Information
Update your CS Cloud Core Analytics app. To update your app, follow the steps under the Updating Your CS Cloud Core Analytics App section detailed in Creating a CS Cloud Core Analytics App.

Demonstrating Value Across the Customer Journey

Objective KPI Categories

Upgrade Steps

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

Upgrade Steps for August 2024
Action Further Information
[Optional] Customize the Category field in the Objective KPIs object to include picklist values specific to your organization. For more information, see the Salesforce Help. For more information, see the Salesforce Help.
[Optional] Manually add the Category field to your page layouts of the Objective KPI object.

Included in This Feature

Permission Sets
Permission Sets Updated in August 2024
Permission Set Further Information
CSC - Customer Success
CSC - Participant User
Fields
Fields Added in August 2024
Object Field Further Information
Objective KPI Category Objective KPI Fields
Page Layouts
Page Layouts Updated in August 2024
Object Page Layout Description Further Information
Objective KPI Objective KPI Compact Layout These page layouts now include the Category field introduced for this feature. For more information about page layouts, see the Salesforce Help.
Objective KPI Layout

Viewing and Editing Objective KPIs in Success Tracker

Upgrade Steps

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

Included in This Feature

Permission Sets
Permission Sets Updated in August 2024
Permission Set Further Information
CSC - Customer Success
CSC - Participant User

Enhanced Filtering

Upgrade Steps

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

Upgrade Steps for August 2024
Action Further Information
In the Lightning App Builder, add the Account Health Score dashboard to the customer success segment record page, ensuring it is filtered by record ID. For more information, follow the set up steps detailed in the Account Health Score Dashboard section in Customizable Lightning Components.
In the Lightning App Builder, add the Account Health Score dashboard to the account record page, ensuring it is filtered by Account ID.

Included in This Feature

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

Fields

Fields Added in August 2024

Field

 Object Further Information
Active Account Customer Success Segment Account Customer Success Segment Fields

Enhanced Record Creation

Upgrade Steps

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

Upgrade Steps for August 2024
Action Further Information
If you are using a custom playbook record page, add the Clone Playbook action to your custom record page. See the Salesforce Help.
[Optional] In the Lightning App Builder, add the Playbook Task Manager to the account record page. For more information, see Customer Success Cloud Lightning Components
Remove the DEPRECATED: Success Plan field from any page layouts you have added it to. For general information on page layouts, see the Salesforce Help.
Ensure that you have removed the DEPRECATED: Success Plan field and replaced it with the Success Plan field in any of your Salesforce flows. For more information about Salesforce flows, see the Salesforce Help.

Included in This Feature

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

Buttons

Buttons Added in August 2024

Button

 Location Further Information
Clone Playbook Playbook Record Page Playbook Fields

Fields

Fields Renamed in August 2024

Original Label

 New Label Further Information
Parent Success Plan Success Plan Playbook Fields
Fields Deprecated in August 2024

Field

 Description Further Information
DEPRECATED: Success Plan This field is obsolete. Instead, you can use the Success Plan field to associate your success plan with a playbook. Playbook Fields

Enhancing Record Creation from Templates

Upgrade Steps

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