Upgrading to Extended Planning and Analysis October 2024

This page describes the changes to make when upgrading to October 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 October 2024, see New Features and Enhancements in Extended Planning and Analysis October 2024.

Filter Logic Enhancements

Upgrade Steps

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

Record Page Template Filter

Upgrade Steps

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

Included in This Feature

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

Lightning Properties

Lightning Properties Added in October 2024
Lightning Property Description Further Information
Record Page Template Filter Maps template filters to record fields. This is used to filter the data source associated with the template.

Tree View Plans

Upgrade Steps

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

Upgrade Steps in October 2024
Action Further Information

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

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

Send Plans to Analytics

See the Salesforce Help.