Preparing to Upgrade

This section lists things to consider before upgrading to Report Builder Summer 2024.

Dependencies on Other Certinia Packages

You must install the following packages if you want to use new features or fields added in Summer 2024 to the datasets within them:

• Financial Statements
• Business Analytics

Note:

To make use of the packages listed above, you must install Accounting for financial reports, or PSA for operational reports.

Supported Browsers

Foundations Fall 2021 supports the same browsers that Salesforce supports. For detailed information about supported browsers, see the Salesforce Help.

Tip:

Ensure popup blockers are turned off for Salesforce in your browser settings.