New Features and Enhancements in Financial Analytics Summer 2024

The following new features have been introduced in the Summer 2024 release of Financial Analytics.

If you are upgrading from a previous version, see Upgrading to Financial Analytics Summer 2024. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

Enhancements to Financial Analytics Datasets

The Transaction Created Date field is now available from the Financial Balances and Financial Transactions datasets when creating dashboards and lenses. Prior to Summer 2024 this field was included in the datasets but it was not visible in the UI. You could manually add it in dashboards JSON, use it for SAQL queries, and access it from the CRM Analytics REST API.

For more information, see Financial Analytics Data Reference.

Deprecated Financial Statement Object

In Summer 2024, we have deprecated the Financial Statement object in the Business Analytics package. The object and related items, such as the Feature Console feature, permission set, and so on, will be removed from the package in a future release.

We have updated the labels of the relevant items to identify them as deprecated. Due to Salesforce limitations, some labels might not be updated automatically in your org.

If you have not done so already, we recommend that you replace your financial statement records with Report Builder reports. For more information, see About Report Builder.

Release Content

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

Certinia Trailhead

If you want to learn more about the new features in this release, see the ERP Cloud - Summer 2024 Release Highlights Certinia Trailhead module. This module will guide you through the new features in ERP Cloud.