Upgrading to Engagement Analytics Winter 2023

This page describes the changes to make when upgrading to Winter 2023.

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 assets such as dashboards, datasets, dataset fields, or lenses that have been added or changed in this release.

For information on new features and changes to existing features in Winter 2023, see New Features and Enhancements in Engagement Analytics Winter 2023.

Note:

You must first upgrade your Financial Analytics and PS Cloud Core Analytics apps, then you must upgrade your Engagement Analytics app. This is a prerequisite for using any new feature or enhancement. For more information about how to upgrade apps, see Upgrading the Business Analytics App.

Engagement Analytics Migration From Dataflow to Recipe

Upgrade Steps

To upgrade this feature to Winter 2023, take the following action.

Upgrade steps for Winter 2023

Action

Further Information

Reconfigure your Engagement Analytics App

Creating an App from the Engagement Analytics Template

Deferred Revenue Reporting Dashboard

Upgrade Steps

Upgrade steps for Winter 2023

Action

Further Information

Reconfigure your Engagement Analytics App

Creating an App from the Engagement Analytics Template

New Datasets

The following datasets have been added to support the implementation of the Deferred Revenue Reporting dashboard:

  • Deferred Revenue Reporting Billings
  • Deferred Revenue Reporting Transactions
  • Time Periods