Upgrading to Fixed Asset Management Summer 2022

This page describes the changes to make when upgrading to Summer 2022.

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 2022, see New Features and Enhancements in Fixed Asset Management Summer 2022.

Mandatory Steps to Complete After Upgrade

You must complete the following mandatory security checks for Fixed Asset Management Summer 2022.

Security Checks

Permission Checks

A large number of CRUD (Create, Read, Update, and Delete) checks are added in this release. These checks prevent potential CRUD-bypass security vulnerabilities, where users might make unauthorized changes to data.

Warning: The following are mandatory requirements and must be carried out after the installation of Fixed Asset Management Summer 2022. You must take action on the following information.
Note:

The FAM Permission Settings custom setting has been added to Fixed Asset Management. When upgrading to Fixed Asset Management Summer 2022, by default, the Disable Permission Checks checkbox is selected. This means that there are no CRUD checks applied. If you require CRUD checks, manually deselect the Disable Permission Checks checkbox.

For first time installation, no action is required. By default, the Disable Permission Checks checkbox is deselected.

For security reasons, the Disable Permission Checks checkbox will be deprecated in a future release.

Selecting Disable Permission Checks does not disable CRUD checks for the following Salesforce standard objects:

  • Account
  • Contact
  • Document
  • Opportunity
  • Opportunity Line Item
  • Price Book
  • Product
Warning:

Permission checks are always enforced on the above objects, regardless of the Disable Permission Checks setting.

  • You must provide read access for your users on the above objects.
  • You must also provide edit and delete access for your users on the Account object.

For more information on the permission sets breakdown, see Salesforce Standard Objects and Fields Permissions in the Fixed Asset Management Technical Pack.

Functional Permissions

Upgrade Steps

Included in this Feature

This section details the items that have been added in this release.

Permission Set Groups

Permission set groups added in Summer 2022.
Permission Set Groups Further Information
FF Group - Fixed Asset Management - Accounts Payable Permission Sets and Other Technical Documentation
FF Group - Fixed Asset Management - Mgmt Accountant
FF Group - Fixed Asset Management - Procurement Clerk

Permission Sets

Permission sets added in Summer 2022.
Permission Sets Further Information
FAM - Create Fixed Assets Permission Sets and Other Technical Documentation
FAM - Export Depreciation Schedules
FAM - Generate Depreciation Schedules
FAM - Submit Fixed Assets for Approval
FAM - View Departments
FAM - View Depreciation Books
FAM - View Fixed Asset Groups
FAM - View Fixed Assets
Manage Depreciation Books
Manage Fixed Assets

Custom Permission

Custom Permission added in Summer 2022.
Custom Permissions Further Information
Cancel Fixed Assets Permission Sets and Other Technical Documentation
Dispose Fixed Assets
Generate Depreciation Schedules
Submit Fixed Assets for Approval

Security Checks

Upgrade Steps

To upgrade Security Checks to Summer 2022 for your users, take the following action.

Upgrade steps for Summer 2022

Action

 Further Information

Provide Read access for your users on the Salesforce standard objects and fields.

Warning: Permission checks are always enforced on Salesforce standard objects, regardless of the Disable Permission Checks setting.