Upgrading to Extended Planning and Analysis Winter 2025

This page describes the changes to make when upgrading to Winter 2025.

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 Winter 2025, see New Features and Enhancements in Extended Planning and Analysis Winter 2025.

Additional Plan Information Sent to Analytics

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps in Winter 2025
Action Further Information

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

  • Send all 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.

Creating and Managing Relationships

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2025.

Custom Logic

Upgrade Steps

No upgrade steps are required to upgrade this feature to Winter 2025.

Data Source Enhancements

Upgrade Steps

To upgrade this feature to Winter 2025, take the following action.

Upgrade Steps for Winter 2025
Action Further Information

Make the following changes to the Data Source Layout page layout:

  1. Add the Plans related list.
  2. Add the Description field to the Plans related list.
  3. Remove the selected buttons from the Plans related list.
 For more information about page layouts, see the Salesforce Help.

Make the following changes to the Data Source Layout page layout:

  1. Add the Plan Templates related list.
  2. Add the following fields to the Plan Templates related list: Description and Category.

From the Information section, remove the following fields:

  • Input Data Source
  • Owner

Make the following changes to the System Information section:

  1. Add the Owner field.
  2. Select the Detail Page checkbox in Related List Properties.

Included in This Feature

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

Lightning Components Added in Winter 2025
Lightning Component Description Further Information
Related Dimension Custom Relation List View and manage the various dimensions of the data source. Extended Planning and Analysis Lightning Components
Related Measures Custom Relation List View and manage the various measures of the data source.