SECTIONSUpgrading to Foundations Summer 2026
This page describes the changes to make when upgrading to Summer 2026.
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.
If you are upgrading from a version earlier than Spring 2026, check the documentation for previous releases for upgrade details.
For information on new features and changes to existing features in Summer 2026, see New Features and Enhancements in Foundations Summer 2026.
Enhance Asynchronous Framework Tracker
Upgrade Steps
No upgrade steps are required to upgrade this feature to Summer 2026.
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
Fields
|
Field Label |
Lightning Component |
Further Information |
|---|---|---|
|
Show Groups/Show Records |
FDN Asynchronous Framework Tracker Lightning Component |
FDN Asynchronous Framework Tracker Lightning Component Fields |
Improved Error Handling Across the Asynchronous Framework
Upgrade Steps
No upgrade steps are required to upgrade this feature to Summer 2026.
Included in This Feature
This section details the items that have been added, updated, or deleted in this release.
| Object | Field | Further Information |
|---|---|---|
| Async Job Record | Manage Errors | Async Job Record Fields |
Meeting Poland VAT Reporting Requirements with Updated Compliance Support
Upgrade Steps
To upgrade this feature to Summer 2026, take the following action.
| Action | Further Information |
|---|---|
| Update your custom mappings to use the mappings provided by Certinia. | About the Avalara VAT Reporting Mappings |
| Ensure that your webhooks for receiving are updated to use the new Storecove received-documents. | For more information, see the Storecove Help. |
|
Update the following page layouts to display the Unique Document Code and Unique Document Code Type fields: Sales Invoice Layout Sales Credit Note Layout Payable Invoice Layout Payable Credit Note Layout |
For more information, see the Salesforce Help. |
| Complete the steps for the Electronic Invoicing Localization feature on the Feature Console. | Enabling Electronic Invoicing Localization |
| (Optional) Add the required Reference fields. | For more information, see Setting up Electronic Invoicing for Poland. |
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 |
|---|---|---|---|
| SIN, SCN, PIN, PCN | Unique Document Code | The unique identification number assigned to the accounting document by a country's national e-invoice system. For example, KSeF for Poland. | Sales Invoice Fields |
| Unique Document Code Type | The type of the Unique Document Code to apply to the accounting document. |
Feature Console Features
| Feature Console Feature | Description | Further Information |
|---|---|---|
| Electronic Invoicing Localization | Enables compliance with electronic invoicing requirements for EU countries. | Enabling Electronic Invoicing Localization |
| Feature Console Feature | Description | Further Information |
|---|---|---|
| Avalara VAT Reporting Integration | (Step 11) Prompts you to configure the Unique Document Code Type picklist values for each tax authority using the Electronic Invoicing Localization feature. |
Mapping Fields
| Field | Description | Document Type | Further Information |
|---|---|---|---|
| UniqueDocumentCode | The unique identification number assigned to the accounting document by a country's national e-invoice system. For example, KSeF for Poland. | SI, SCN, PI, PCN | Avalara VAT Reporting Mappings Table |
| UniqueDocumentCodeType | The type of the Unique Document Code to apply to the accounting document. Values for Poland: KSeF, OFF, BFK, and DI. | ||
| UniqueDocumentCodeCountry | The country for which the Unique Document Code applies. |
| Object | Storecove | Mapping Field | Description | Level | Document Type | Further Information |
|---|---|---|---|---|---|---|
| ElectronicInvoicingService.Document | document.tax_authority_id | Unique Document Code | The tax authority ID assigned to the accounting document by a country's national e-invoice system. For example, KSeF for Poland. | Header | PIN, PCR |
Field Mappings for Electronic Invoice to Payable Invoice and Field Mappings for Electronic Invoice to Payable Credit Note |
| Sales Invoice and Sales Credit Note | |||
|---|---|---|---|
| Object | Field | Description | Further Information |
| ElectronicInvoicingService.Document | References[..].DocumentTypeCode | The type code of the referenced document. | For more information, see Field Mappings for Sales Invoice to Electronic Invoice and Field Mappings for Sales Credit Note to Electronic Invoice |
| References[..].LineId | The line identifier of the referenced document. | ||
| References[..].DocumentUuid | The UUID of the referenced document. | ||
| References[..].DocumentIdSchemeId | The scheme ID for the referenced document ID. | ||
| References[..].DocumentIdSchemeAgencyId | The scheme agency ID for the referenced document ID. | ||
| References[..].DocumentIdSchemeVersionId | The scheme version ID for the referenced document ID. | ||
| References[..].DocumentIdListAgencyId | The list agency ID for the referenced document ID. | ||
| References[..].DocumentIdListVersionId | The list version ID for the referenced document ID. | ||
| Payable Invoice and Payable Credit Note | |||
|---|---|---|---|
| Object | Field | Description | Further Information |
| ElectronicInvoicingService.Document | References[..].DocumentTypeCode | The type code of the referenced document. | For more information, see Field Mappings for Electronic Invoice to Payable Invoice and Field Mappings for Electronic Invoice to Payable Credit Note |
| References[..].LineId | The line identifier of the referenced document. | ||
| References[..].DocumentUuid | The UUID of the referenced document. | ||
| References[..].DocumentIdSchemeId | The scheme ID for the referenced document ID. | ||
| References[..].DocumentIdSchemeAgencyId | The scheme agency ID for the referenced document ID. | ||
| References[..].DocumentIdSchemeVersionId | The scheme version ID for the referenced document ID. | ||
| References[..].DocumentIdListAgencyId | The list agency ID for the referenced document ID. | ||
| References[..].DocumentIdListVersionId | The list version ID for the referenced document ID. | ||
| AccountingCustomerParty.CompanyName | Customer / buyer party company name. | ||
| AccountingCustomerParty.PostalAddress.AddressLine1 | |||
| AccountingCustomerParty.PostalAddress.AddressLine2 | |||
| AccountingCustomerParty.PostalAddress.CityName | |||
| AccountingCustomerParty.PostalAddress.County | |||
| AccountingCustomerParty.PostalAddress.CountryIdentificationCode | Country code (for example, GB). | ||
| AccountingCustomerParty.PostalAddress.PostalCode | |||
| AccountingCustomerParty.ContactName | The internal party carries a single contact name, so the first and last name on the received document are combined, separated by a space. | ||
| AccountingCustomerParty.EmailAddress | |||
| AccountingCustomerParty.Telephone | |||
| AccountingCustomerParty.PublicIdentifiers | List of public identifier endpoints (scheme and identifier). | ||
|
Previous Storecove Purchase Invoice Line |
New Storecove Purchase Invoice Line |
Level | Document Type | Further Information |
|---|---|---|---|---|
|
tax_system |
document.invoice.tax_system |
Header | PIN, PCR |
Field Mappings for Electronic Invoice to Payable Invoice and Field Mappings for Electronic Invoice to Payable Credit Note |
|
system_generated_primary_image |
document.invoice.system_generated_primary_image |
|||
|
invoice_number |
document.invoice.invoice_number |
|||
|
document |
original |
|||
|
attachments |
document.invoice.attachments |
|||
|
issue_date |
document.invoice.issue_date |
|||
|
tax_point_date |
document.invoice.tax_point_date |
|||
|
due_date |
document.invoice.due_date |
|||
|
document_currency_code |
document.invoice.document_currency_code |
|||
|
document_totals.rounding |
document.invoice.payable_rounding_amount |
|||
|
document_totals.prepaid |
document.invoice.prepaid_amount |
|||
|
document_totals.payable |
document.invoice.amount_including_tax |
|||
|
document_totals.total |
document.invoice.amount_including_tax |
|||
|
allowance_charges |
document.invoice.allowance_charges |
|||
|
allowance_charges.amount_excluding_tax |
document.invoice.allowance_charges[].amount_excluding_tax |
|||
|
allowance_charges.reason |
document.invoice.allowance_charges[].reason |
|||
|
allowance_charges.tax.tax_amount |
document.invoice.allowance_charges[].tax.amount |
|||
|
allowance_charges.tax.percentage |
document.invoice.allowance_charges[].tax.percentage |
|||
|
allowance_charges.tax.country |
document.invoice.allowance_charges[].tax.country |
|||
|
allowance_charges.tax.category |
document.invoice.allowance_charges[].tax.category |
|||
|
allowance_charges.tax.type |
document.invoice.allowance_charges[].tax.type |
|||
|
source |
document.source |
|||
|
sender.party_name |
document.invoice.accounting_supplier_party.party.company_name |
|||
|
sender.department |
document.invoice.accounting_supplier_party.party.address.department |
|||
|
sender.line1 |
document.invoice.accounting_supplier_party.party.address.street1 |
|||
|
sender.line2 |
document.invoice.accounting_supplier_party.party.address.street2 |
|||
|
sender.zip |
document.invoice.accounting_supplier_party.party.address.zip |
|||
|
sender.city |
document.invoice.accounting_supplier_party.party.address.city |
|||
|
sender.county |
document.invoice.accounting_supplier_party.party.address.county |
|||
|
sender.country |
document.invoice.accounting_supplier_party.party.address.country |
|||
|
sender.legal_name |
document.invoice.accounting_supplier_party.party.registration_name |
|||
|
sender.building_number |
document.invoice.accounting_supplier_party.party.address.building_number |
|||
|
sender.secondary_number |
document.invoice.accounting_supplier_party.party.address.secondary_number |
|||
|
sender.neighborhood |
document.invoice.accounting_supplier_party.party.address.neighborhood |
|||
|
sender.billing_contact.first_name |
document.invoice.accounting_supplier_party.party.contact.first_name |
|||
|
sender.billing_contact.last_name |
document.invoice.accounting_supplier_party.party.contact.last_name |
|||
|
sender.billing_contact.email |
document.invoice.accounting_supplier_party.party.contact.email |
|||
|
sender.billing_contact.phone |
document.invoice.accounting_supplier_party.party.contact.phone |
|||
|
sender.peppol_identifiers.scheme |
document.invoice.accounting_supplier_party.public_identifiers[].scheme |
|||
|
sender.peppol_identifiers.identifier |
document.invoice.accounting_supplier_party.public_identifiers[].id |
|||
|
sender.identifiers |
document.invoice.accounting_supplier_party.public_identifiers |
|||
|
sender.identifiers.scheme |
document.invoice.accounting_supplier_party.public_identifiers[].scheme |
|||
|
sender.identifiers.identifier |
document.invoice.accounting_supplier_party.public_identifiers[].id |
|||
|
document_type |
document.document_type |
|||
|
sub_type |
document.invoice.sub_type |
|||
|
period_start |
document.invoice.invoice_period (start half) |
|||
|
period_end |
document.invoice.invoice_period (end half) |
|||
|
buyer_reference |
document.invoice.references[0].documentid (document_type is buyer_reference) |
|||
|
billing_reference |
document.invoice.references[0].documentid (document_type is billing_reference) |
|||
|
contract_document_reference |
document.invoice.references[0].documentid (document_type is contract_document_reference) |
|||
|
order_reference |
document.invoice.references[0].documentid (document_type is purchase_order) |
|||
|
project_reference |
document.invoice.references[0].documentid (document_type is project_reference) |
|||
|
payment_means_array |
document.invoice.payment_means_array |
|||
|
payment_means_array.type |
document.invoice.payment_means_array[].code |
|||
|
payment_means_array.account |
document.invoice.payment_means_array[].account |
|||
|
payment_means_array.holder |
document.invoice.payment_means_array[].holder |
|||
|
payment_means_array.branch_code |
document.invoice.payment_means_array[].branche_code |
|||
|
payment_means_array.payment_id |
document.invoice.payment_means_array[].payment_id |
|||
|
payment_means_array.mandate |
document.invoice.payment_means_array[].mandate |
|||
|
payment_means_array.network |
document.invoice.payment_means_array[].network |
|||
|
accounting_cost |
document.invoice.accounting_cost |
|||
|
external_key |
document.invoice.external_key |
|||
|
external_user_id |
document.invoice.external_user_id |
|||
|
note |
document.invoice.note |
|||
|
payment_terms_note |
document.invoice.payment_terms.note |
|||
|
tax_subtotals |
document.invoice.tax_subtotals |
|||
|
tax_subtotals.amount_excluding_tax |
document.invoice.tax_subtotals[].taxable_amount |
|||
|
tax_subtotals.tax.tax_amount |
document.invoice.tax_subtotals[].tax_amount |
|||
|
tax_subtotals.tax.category |
document.invoice.tax_subtotals[].category |
|||
|
tax_subtotals.tax.percentage |
document.invoice.tax_subtotals[].percentage |
|||
|
tax_subtotals.tax.type |
document.invoice.tax_subtotals[].type |
|||
|
tax_subtotals.tax.country |
document.invoice.tax_subtotals[].country |
|||
|
delivery.actual_date |
document.invoice.delivery.actual_delivery_date |
|||
|
delivery.location.city |
document.invoice.delivery.delivery_location.address.city |
|||
|
delivery.location.country |
document.invoice.delivery.delivery_location.address.country |
|||
|
delivery.location.county |
document.invoice.delivery.delivery_location.address.county |
|||
|
delivery.location.department |
document.invoice.delivery.delivery_location.address.department |
|||
|
delivery.location.id |
document.invoice.delivery.delivery_location.id |
|||
|
delivery.location.line1 |
document.invoice.delivery.delivery_location.address.street1 |
|||
|
delivery.location.line2 |
document.invoice.delivery.delivery_location.address.street2 |
|||
|
delivery.location.scheme_id |
document.invoice.delivery.delivery_location.scheme_id |
|||
|
delivery.location.zip |
document.invoice.delivery.delivery_location.address.zip |
|||
|
delivery.location.building_number |
document.invoice.delivery.delivery_location.address.building_number |
|||
|
delivery.location.secondary_number |
document.invoice.delivery.delivery_location.address.secondary_number |
|||
|
delivery.location.neighborhood |
document.invoice.delivery.delivery_location.address.neighborhood |
|||
|
delivery.party.name |
document.invoice.delivery.delivery_party |
|||
|
invoice.references.documentType |
document.invoice.references[].document_type |
|||
|
invoice.references.documentId |
document.invoice.references[].document_id |
|||
|
invoice.references.documentDescription |
document.invoice.references[].document_description |
|||
|
invoice.references.issueDate |
document.invoice.references[].issue_date |
|||
|
invoice.references.documentIdListId |
document.invoice.references[].document_id_list_id |
|||
|
price.amount |
item_price |
Line | ||
|
units.quantity |
quantity |
|||
|
price.base_quantity |
base_quantity |
|||
|
units.unit_code |
quantity_unit_code |
|||
|
allowance_charges_array |
allowance_charges |
|||
|
allowance_charges_array.amount |
allowance_charges[].amount |
|||
|
tax.tax_amount |
taxes_duties_fees[0].amount |
|||
|
tax.percentage |
taxes_duties_fees[0].percentage |
|||
|
tax.country |
taxes_duties_fees[0].country |
|||
|
tax.category |
taxes_duties_fees[0].category |
|||
|
tax.type |
taxes_duties_fees[0].type |
|||
|
period_start |
invoice_period (start half) |
|||
|
period_end |
invoice_period (end half) |
|||
|
accounting.Name |
accounting.name |
|||
|
references.documentDescription |
references[].document_description |
|||
|
references.documentType |
references[].document_type |
|||
|
references.documentIdListId |
references[].document_id_list_id |
|||
|
references.documentId |
references[].document_id |
|
Storecove Purchase Invoice Line |
Level | Document Type | Further Information |
|---|---|---|---|
| sender.peppol_identifiers.superscheme | Header | PIN, PCR |
Field Mappings for Electronic Invoice to Payable Invoiceand Field Mappings for Electronic Invoice to Payable Credit Note |
| sender.identifiers.superscheme | |||
| sender.identifiers.scheme_numeric | |||
| accounting.list | Line |
Configure Lookup Filter Metadata to Improve Data Accuracy in Custom User Interfaces
Upgrade Steps
No upgrade steps are required to upgrade this feature to Summer 2026.
However, to create or view lookup filters, you must assign the FDN Core - Administrator permission set to at least one user.
Managing Scheduled Jobs Efficiently from the Scheduled Jobs Configuration Page
Upgrade Steps
No upgrade steps are required to upgrade this feature to Summer 2026.
Supporting the French Electronic Invoicing Mandate
Specify Reason Codes and Tax Exemption Details on Allowance and Charge Lines for Electronic Invoicing
Upgrade Steps
No upgrade steps are required to upgrade this feature to Summer 2026.
Supporting the French Electronic Invoicing Mandate
Map Additional Note Fields on Sales and Payable Documents for Electronic Invoicing
Upgrade Steps
No upgrade steps are required to upgrade this feature to Summer 2026.
Release Content
Upgrade Steps
No upgrade steps are required to upgrade this feature to Summer 2026.