Upgrading to Financial Statements Summer 2024

This page describes the changes to make when upgrading to Summer 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 assets such as dashboards, datasets, dataset fields, or lenses that have been added or changed in this release.

For information on new features and changes to existing features in Summer 2024, see New Features and Enhancements in Financial Statements Summer 2024.

Note:

To use a new feature or enhancement, you must upgrade your Financial Statements app. For more information about how to upgrade apps, see Upgrading the Business Analytics App.

Comparing Plans with Actuals

Upgrade Steps

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

Upgrade Steps for Summer 2024

Action	Further Information
Before upgrading your app, perform steps 1-4 to set up Financial Statements with Extended Planning and Analysis listed on the related Help page.	Setting up Financial Statements with Extended Planning and Analysis

Included in This Feature

This section details the assets that have been added or changed in this release.

Lightning App Page Added in Summer 2024

Page	Description	Component	Further Information
Financial Statements Task Launcher	Manage the task to create the Financial Plans dataset.	Financial Statements Task Launcher	Financial Statements Task Launcher

Tab Added in Summer 2024

Tab	Description	Page
Financial Statements Task Launcher	Manage the task to create the Financial Plans dataset.	Financial Statements Task Launcher

Dataset Added to Financial Statements in Summer 2024

Dataset	Further Information
Financial Plans	Financial Plans Dataset Overview

Filter Nodes Added to the Financial Statements Dataflow in Summer 2024

Filter Node	Description
FinancialPlans_ExcludeDummyRow_FILTER	Filters out the dummy row from the Financial Plans dataset.

Permission Set Updated in Summer 2024

Permission Set	Description	Further Information
Financial Statements App Template - App Creation	Enables the user to: Create and customize Financial Statements apps using the app template. Access the Financial Statements Task Launcher Create the Financial Plans dataset	Permission Sets

Deprecated Financial Statement Object

Upgrade Steps

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

Upgrade Steps in Summer 2024

Action	Further Information
If you have not done so already, we recommend that you replace your financial statement records with Report Builder reports.	About Report Builder
Review the Included in This Feature section and remove the deprecated items from any custom items that use them in your org. For example, remove the Deprecated: Financial Statements tab from any custom Lightning apps that you might have created.	See the Salesforce Help.
Remove the DEPRECATED: Financial Statements Reporting permission set from any users whom it was assigned to.	See the Salesforce Help.
[Optional] Change the label of the Financial Statements Lightning app to DEPRECATED: Financial Statements.	See the Salesforce Help.

Included in This Feature

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

Objects

Objects Deprecated in Summer 2024

API Name	Previous Label	New Label
fffst__Financial_Statement__c	Financial Statement	DEPRECATED: Financial Statement

Feature Console

Feature Console Features Deprecated in Summer 2024

Application	Previous Label	New Label
Financial Statements	Post-upgrade steps	DEPRECATED: Post-upgrade steps

Visualforce Pages

Visualforce Pages Deprecated in Summer 2024

API Name	Previous Label	New Label
fffst__Financial_Statement	Financial_Statements	DEPRECATED: Financial_Statement

Permission Sets

Permission Sets Deprecated in Summer 2024

API Name	Previous Label	New Label
fffst__FSRSetting__c	Financial Statements Reporting	DEPRECATED: Financial Statements Reporting