SECTIONSUpgrading to Revenue Management 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.
For information on new features and changes to existing features in Winter 2025, see New Features and Enhancements in Revenue Management Winter 2025.
Generating Revenue Contracts for Engagements
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2025.
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Custom Settings Fields
| Custom Setting | Custom Setting Field | Further Information |
|---|---|---|
| Revenue Management Settings | Engagement Complete | Managing Custom Settings |
Notice of Deprecated Features and Functionality
We are deprecating the following features and functionality.
Opportunity Product Mirror Object Has Been Removed
The Opportunity Product Mirror object has been removed from Winter 2025. This is because since Spring 2021 it has been possible to use Salesforce's Opportunity Product directly as a source object. If your org had customizations that used the Opportunity Product Mirror object you must modify them to remove this dependency. Contact Certinia if you require assistance with this.
| Deprecated Object | Replaced By |
|---|---|
| Opportunity Product Mirror | You can use Salesforce's Opportunity Product directly as a source object |
| Custom Setting | Deprecated Field | Replaced By |
|---|---|---|
| Revenue Management Settings | Enable Opportunity Product Mirror | You can use Salesforce's Opportunity Product directly as a source object |
| Revenue Management Batch Settings | Opportunity Product Mirror Batch Size | |
| Opportunity Product Scheduler Date | ||
| Opp Product Mirror Delete Batch Size |
Forecast Revenue Will Be Deprecated in a Future Release
The Forecast Revenue feature will be deprecated in a future release. We recommend you migrate to recognition schedules and use the Revenue Scheduled By Period report (RM Report Templates folder) or build your own reports on recognition schedule data to gain insight into a company's future revenue position. Alternatively if Revenue Management is integrated with PSA, you can use PSA's Revenue Forecasting feature.