Upgrading to Foundations 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 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 Winter 2023, see New Features and Enhancements in Foundations Winter 2023.

FinancialForce Help

Upgrade Steps

To view the FinancialForce Help from your org, you require Apex class access to be enabled for the fferpcore.ContextSensitiveHelpController class.

By default, access to this class has been added to all Foundations permission sets. If you use custom permission sets, you must add access to this class to the relevant permission sets. For more information about customizing permission sets, see the Salesforce Help.

The FinancialForce Help is available via the default utility bar associated with FinancialForce apps. If you use the default utility bar, no upgrade steps are required and the FinancialForce Help will be available from the utility bar automatically.

If you use a custom utility bar, complete the steps in Setting up the FinancialForce Help.

Included in this Feature

Lightning Component Added in Winter 2023
Lightning Component	Description
FinancialForce Help	Access context-sensitive help for FinancialForce functionality.

Personas

Upgrade Steps

When you create a user from the new Create Users page, a corresponding user information record is created automatically.

To ensure you can view all user information data, we recommend that you add the new user information fields to the relevant page layouts. Data for these new fields is saved regardless of whether they have been added to the relevant user information layout.

For more information about managing page layouts, see the Salesforce Help.

Included in this Feature

Fields Added in Winter 2023
Object	Field	Description
User Management Template	Persona	If selected, the user management template was created using the Persona Workbench.
User Information	Company	Company of the Salesforce user to be created or updated.
	Street	Street of the Salesforce user to be created or updated.
	City	City of the Salesforce user to be created or updated.
	State/Province	State or province of the Salesforce user to be created or updated.
	Zip/Postal Code	Postal code of the Salesforce user to be created or updated.
	Country	Country of the Salesforce user to be created or updated.