SECTIONSUpgrading to Customer Success Cloud – PSA Connector Summer 2025
This page describes the changes to make when upgrading to Summer 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 Summer 2025, see New Features and Enhancements in Customer Success Cloud – PSA Connector Summer 2025.
Enhancing PSA Resource Requests
Multiple CS Cloud Projects in PSA
Upgrade Steps
No upgrade steps are required to upgrade this feature to Summer 2025.
Single PSA Resource Request for Consolidated Playbook Task
Upgrade Steps
No upgrade steps are required to upgrade this feature to Summer 2025.
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Fields
| Object |
Field |
Description |
Further Information |
|---|---|---|---|
| Resource Request | CS Cloud Resource Request | If selected, it helps a PSA resource manager identify that the resource request was created from a playbook task. | Resource Request Fields |
|
Field Label |
Field API Name |
Further Information |
|---|---|---|
| DEPRECATED: Playbook Task | Playbook_Task_c | Deprecated Elements |
Custom Settings
| Custom Setting | Field |
Description |
Further Information |
|---|---|---|---|
| Customer Success Cloud – PSA Connector Resource Management Settings | Disable Playbook Task Consolidation | If selected, disables the consolidation of playbook tasks on roles and overlapping dates, and creates a resource request for each playbook task. | Managing Custom Settings from Setup |