Upgrading to In-App Guidance 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 In-App Guidance Winter 2023.

Accounting In-App Guidance

Upgrade Steps

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

Upgrade steps for Winter 2023

Action	Further Information
Reset the metrics of the Release Overview prompt to ensure that users see this prompt again with its updated content if they have previously dismissed or completed it.	Monitor In-App Guidance in Lightning Experience in the Salesforce Help Accounting In-App Guidance

Billing Central In-App Guidance

Upgrade Steps

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

Upgrade steps for Winter 2023

Action	Further Information
Reset the metrics of the Release Overview prompt to ensure that users see this prompt again with its updated content if they have previously dismissed or completed it.	Monitor In-App Guidance in Lightning Experience in the Salesforce Help Billing Central In-App Guidance

Financial Report Builder In-App Guidance

Upgrade Steps

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

Upgrade steps for Winter 2023

Action	Further Information
Reset the metrics of the Release Overview prompt to ensure that users see this prompt again with its updated content if they have previously dismissed or completed it.	Monitor In-App Guidance in Lightning Experience in the Salesforce Help Financial Report Builder In-App Guidance

Foundations In-App Guidance

Upgrade Steps

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

Upgrade steps for Winter 2023

Action	Further Information
Reset the metrics of the Release Overview prompt to ensure that users see this prompt again with its updated content if they have previously dismissed or completed it.	Monitor In-App Guidance in Lightning Experience in the Salesforce Help Foundations In-App Guidance

PSA In-App Guidance

Upgrade Steps

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

Upgrade steps for Winter 2023

Action	Further Information
Reset the metrics of the Release Overview prompt to ensure that users see this prompt again with its updated content if they have previously dismissed or completed it.	Monitor In-App Guidance in Lightning Experience in the Salesforce Help PSA In-App Guidance

Revenue Management In-App Guidance

Upgrade Steps

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

Upgrade steps for Winter 2023

Action	Further Information
Reset the metrics of the Release Overview prompt to ensure that users see this prompt again with its updated content if they have previously dismissed or completed it.	Monitor In-App Guidance in Lightning Experience in the Salesforce Help Revenue Management In-App Guidance

SCM In-App Guidance

Upgrade Steps

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

Upgrade steps for Winter 2023

Action	Further Information
Reset the metrics for the following prompts: Release Overview - Acquisition Process Release Overview - Action Queues This is to ensure that users see these prompts again with their updated content if they have previously dismissed or completed them.	Monitor In-App Guidance in Lightning Experience in the Salesforce Help SCM In-App Guidance
Activate the Release Overview prompt for the Order Fulfillment Process app.	Managing FinancialForce In-App Guidance