Performing Enhanced Services Forecasting Upgrade Tasks Summer 2018

This Feature Console page enables you to perform the upgrade tasks required to use Enhanced Services Forecasting.

The Feature Console performs the following steps for you:

See Enabling and Disabling Features for instructions on how to enable this feature.

The following manual steps are also required:

  1. Remove the related lists on the page layouts for specified objects. See Manually Removing Related Lists for more information.
  2. [Optional] Edit the Help links on the Forecast Setup and Forecast Setup Category objects to point to the PSA Online Help instead of the Salesforce Help. See Manually Editing Online Help Links for more information.
  3. [Optional] Edit the Help links on the Forecast Curve and Forecast Curve Detail objects to point to the PSA Online Help instead of the Salesforce Help. This step is not necessary if you are upgrading from PSA Spring 2018. See Manually Editing Online Help Links for more information.

See Feature Console for more information on the Feature Console.

Migrating Existing Forecasting Data

The Feature Console performs the data migration for you. When complete, you will receive an email and the status for this feature step changes to Done. You can then enable the feature.

Warnings:

If you are an existing user of Enhanced Services Forecasting, it is essential that you migrate your existing data to the new Enhanced Services Forecasting object model before updating your forecast setup. If you do not, you will no longer be able to use the Enhanced Services Forecasting feature in PSA.

Your services forecasting data on the existing objects is removed and moved to the new Enhanced Services Forecasting objects.

Applying Updates to Page Layouts

The Feature Console applies updates to the page layouts for the following objects:

Manually Removing Related Lists

You need to manually remove specified related lists on the following objects, which are used by Enhanced Services Forecasting:

To remove the related lists set on these objects:

  1. From Setup, click Create | Objects. Using Lightning ExperienceClosedNavigate to Setup | Objects and Fields | Object Manager.
  2. Click the object.
  3. Select the Page Layouts section and edit the page layout.
  4. Navigate to the Related Lists section on the page layout and remove the following related lists:
  5. Repeat for each of the objects listed above.
  6. When complete, return to the PSA Enhanced Services Forecast Summer 18 Feature Console page, and click Mark As Done.

Manually Editing Online Help Links

When you click the Help icon on the following objects, you are taken to a standard Salesforce Help page instead of the PSA Online Help:

This is a known Salesforce issue when upgrading.

Note:

If you are upgrading from PSA Spring 2018, you do not need to perform this step for the Forecast Curve and Forecast Curve Detail objects.

To change the Online Help link destination manually:

  1. From Setup, click Create | Objects. Using Lightning ExperienceClosedNavigate to Setup | Objects and Fields | Object Manager.
  2. Click the Forecast Setup object.
  3. Click Edit.
  4. Check the Context-Sensitive Help Setting is set to "Open a window using a Visualforce page".
  5. In the Content Name field, select "ForecastEnhancedSetupHelp".
  6. Click Save.

Repeat the steps for the other objects, using the following details to complete the Content Name field:

Note:

These are optional feature steps. If you do not want to amend the Online Help link destination, you can search for the relevant object in the PSA Help. You can access the PSA Help from the FinancialForce Community.