Upgrading to PSA – Accounting 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.

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 Summer 2025, see New Features and Enhancements in PSA – Accounting Connector Summer 2025.

PSA – Accounting Connector Enhancements

The following are the enhancements made to PSA – Accounting Connector in Summer 2025.

Default Company Field Support in PSA – Accounting Connector

Upgrade Steps

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

Fields Added in Summer 2025

Action	Further Information
Ensure that the required permissions are assigned to the relevant users to view the Default Company field on the PSA – Accounting Connector Admin Lightning page.	Permission Sets and Other Technical Documentation

Included in This Feature

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

Custom Setting Fields

Custom Setting Fields Added in Summer 2025

Field	Custom Setting	Further Information
Default Company	PSA – Accounting Connector Settings	PSA – Accounting Connector Settings Fields

Lightning Pages Added in Summer 2025

Field	Lightning Page	Further Information
Default Company	PSA – Accounting Connector Admin	PSA – Accounting Connector Administration Fields