SECTIONSUpgrading to Extended Planning and Analysis 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.
For information on new features and changes to existing features in August 2024, see New Features and Enhancements in Extended Planning and Analysis August 2024.
Cloning Plans
Upgrade Steps
To upgrade this feature to August 2024, take the following action.
| Action | Further Information |
|---|---|
| Add the Clone Plan Lightning action to the Plan Layout page layout on the Plan object. | See the Salesforce Help. |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Buttons
| Lightning Action | Description | Further Information |
|---|---|---|
| Clone Plan | Creates a copy of the plan and its scenarios. |
Creating Plans from Plan Templates
Upgrade Steps
To upgrade this feature to August 2024, take the following action.
| Action | Further Information |
|---|---|
| Ensure that users who need to create plan templates are assigned the xP&A - Manage Data Sources and Plans and CRM Analytics Platform User permission sets. | Permission Sets and Other Technical Documentation |
| [Optional] Ensure that you have selected a plan template in the Plan Template field from the xP&A Embedded Plan Lightning component if you are creating a plan for a record page. | xP&A Embedded Plan Lightning Component Properties |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Lightning Record Pages
| Lightning Record Page | Description | Further Information |
|---|---|---|
| Plan Template Record Page | Create a plan from record pages for other objects using the xP&A Embedded Plan component | Creating a Plan for a Record Page |
Lightning Component Properties
| Name | Description | Further Information |
|---|---|---|
| Plan Template | The plan template used when creating a plan using the component. | xP&A Embedded Plan Lightning Component Properties |
Permission Sets
| Permission Set | Further Information |
|---|---|
| xP&A - Manage Data Sources and Plans | Permission Sets and Other Technical Documentation |
| xP&A - Manage Plans |
Displaying Planning Units
Upgrade Steps
No upgrade steps are required to upgrade this feature to August 2024.
Lightning Pages
| Object | Page | Description | Further Information |
|---|---|---|---|
| Planning Unit | Planning Unit Record Page | The default Lightning record page for the Planning Unit object. | Planning Units |
Updating a Plan with the Latest Data from Analytics
Upgrade Steps
No upgrade steps are required to upgrade this feature to August 2024.
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Permission Sets
| Permission Set | Further Information |
|---|---|
| xP&A - Manage Data Sources and Plans | Permission Sets and Other Technical Documentation |
| xP&A - Manage Plans |
Using Allocations
Upgrade Steps
No upgrade steps are required to upgrade this feature to August 2024.