Upgrading to Foundations 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 Foundations Summer 2025.
Asynchronous Framework Tracker
Upgrade Steps
To upgrade this feature to Summer 2025, take the following action.
| Action | Further Information |
|---|---|
|
Assign users the FDN AsyncApi - Process permission set to enable them to view the Asynchronous Framework Tracker page. |
Permission Sets and Other Technical Documentation |
If you have cloned the packaged permission sets or created your own custom permission sets, update your permission sets manually to:
|
See the Salesforce Help. |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Lightning Components
| Component | Description | Further Information |
|---|---|---|
| FDN Asynchronous Framework Tracker | Enables users to monitor the asynchronous jobs from a single location. | Foundations Lightning Components |
Permission Set
| Permission Set | Description | Further Information |
|---|---|---|
| FDN AsyncApi - Process |
For FDN AsyncApi - Process, we have added:
|
In the Foundations Permissions window, scroll down to the Updates to Permission Sets table and click the link in the View Changes column for the relevant permission set. A list of all changes made to the permission set in this release is displayed. |
Enhancements to the Asynchronous Framework
Enhanced Audit Trails for Asynchronous System Mode Jobs
Upgrade Steps
To upgrade this feature to Summer 2025, take the following action.
|
Action |
Further Information |
|---|---|
|
Ensure that the specific records that will be used to run your asynchronous job are added and enabled in the Foundations Configuration Items. |
|
|
Ensure the PlatformEventSubscriberConfig settings are properly configured, including the batch size and the running user for your platform event Apex trigger. |
See the Salesforce Metadata API Developer Help. |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Custom Settings
| Custom Setting | Further Information |
|---|---|
| Delegated System Mode Settings | Delegated System Mode Settings |
Platform Events
| Platform Event | Description | Further Information |
|---|---|---|
| Async Framework Events | Tracks the process of queuing jobs in the async framework. | Async Framework Events |
Enhanced Processing of Dependent Jobs
Upgrade Steps
|
Action |
Further Information |
|---|---|
|
Assign the FDN AsyncApi - Process permission set to any users who are going to view and access the Async Job Group and Async Job Record objects. |
For more information about permission sets, see the Salesforce Help |
|
Add the fields listed in Fields to your page layouts for the relevant objects. The new fields are automatically populated where appropriate when the async jobs are next run. |
For information about editing page layouts, see the Salesforce Help. |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Objects
| Object | Fields | Further Information |
|---|---|---|
| Async Job Group | Canceled | Async Job Group Fields |
| Job Group Description | ||
| Root Async Job Group | ||
| Async Job Group Dependency | Async Job Group | Async Job Group Dependency Fields |
| Dependent Async Job Group | ||
| Async Job Record | Async Job Group | Async Job Record Fields |
Page Layouts
|
Page Layout |
Object |
Further Information |
|---|---|---|
|
Async Job Group Page Layout |
Async Job Group |
See the Salesforce Help. |
Permission Sets
| Permission Set | Description | Further Information |
|---|---|---|
|
FDN AsyncApi - Process |
We have added the Read permission to the Async Job Group and Async Job Record objects. |
In the Foundations Permissions window, scroll down to the Updates to Permission Sets table and click the link in the View Changes column for the relevant permission set. A list of all changes made to the permission set in this release is displayed. |
Enhanced Tax Calculation Process with Avalara
Streamlined Tax Calculations for Avalara
Upgrade Steps
No upgrade steps are required to upgrade this feature to Summer 2025.
View Sequences from an Improved Sequencing Page
Upgrade Steps
To upgrade this feature to Summer 2025, take the following action.
| Action | Further Information |
|---|---|
|
Ensure that the appropriate permissions for viewing sequences from the Sequencing page have been assigned to the relevant users. |
Setting up Sequencing |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Lightning Components
| Component | Description | Further Information |
|---|---|---|
| FDN Sequences Table | Enable users to view and manage sequences in a table. |
| Component | Update Description | Further Information |
|---|---|---|
| FDN & Integrations Task Launcher |
Updated the Manage Sequencing link, which now opens the new Sequencing page. |
Lightning Pages
| Page | Page Type | Description | Further Information |
|---|---|---|---|
| Sequencing Lightning Page | App page | View and manage sequences. |
For more information about Lightning pages, see the Salesforce Help. |
Permission Sets
| Permission Set | Update Description | Further Information |
|---|---|---|
| FDN Core - Administrator |
Enabled access to the SequenceLightningLoadController Apex class and the following custom metadata types:
|
Tabs
| Tab | Tab Type | Description | Further Information |
|---|---|---|---|
| Sequencing | Lightning page | View and manage sequences. |
For more information about Lightning page tabs, see the Salesforce Help. |
Enhancements to the In-App Help Search
Upgrade Steps
No upgrade steps are required to upgrade this feature to Summer 2025.
Optimized Slack Integration Events
Upgrade Steps
To upgrade this feature to Summer 2025, take the following action.
| Action | Further Information |
|---|---|
| Assign the Slack integration users read and create permissions for the new high-volume platform event: Slack Channel Event (fferpcore__SlackChannelStateEvent__e). | Setting up the Slack Integration |
|
[Optional] Delete the event definition of the following standard-volume platform events:
|
For more information about deleting event definitions, see the Salesforce Help. |
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Platform Events
| Platform Event | API Name | Event Type | Description | Further Information |
|---|---|---|---|---|
| Slack Channel Event | fferpcore__SlackChannelStateEvent__e | High Volume | Tracks details of related Slack channels. | For more information about platform events, see the Salesforce Help. |
| Platform Event | API Name | Event Type | Description | Further Information |
|---|---|---|---|---|
| Slack Channel Event | fferpcore__SlackChannelEvent__e | Standard Volume | Tracks details of related Slack channels. | For more information about platform events and how to delete them, see the Salesforce Help. |
| Slack Channel Member Event | fferpcore__SlackChannelInviteEvent__e | Standard Volume | Tracks member changes for related Slack channels. |
Release Content
Upgrade Steps
No upgrade steps are required to upgrade this feature to Summer 2025.
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