Upgrading to Lockbox Spring 2022

This page describes the changes to make when upgrading to Spring 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 Spring 2022, see New Features and Enhancements in Lockbox Spring 2022.

If you are upgrading from a version of Lockbox earlier than Lockbox Summer 2019, you must add some new fields and related lists to the page layouts for the Bank Lockbox and AR Cash Transaction custom objects. You must be signed in with System Administrator permissions to make these changes.

Adding fields to the Bank Lockbox page layout

There is a new field to add to the Bank Lockbox page layout:

  • Document Resolution (BD)

To add this field to the Bank Lockbox page layout:

  1. From Setup, click Object Manager to display the list of custom objects.
  2. Select Bank Lockbox and scroll down to the Page Layouts section.
  3. Click Edit next to the Bank Lockbox Layout.
  4. Add the field listed above to the page layout.
  5. Click Save.

Adding fields to the AR Cash Transaction page layout

There is a new field to add to the AR Cash Transaction page layout:

  • Document Type

To add this field to the AR Cash Transaction page layout:

  1. From Setup, click Object Manager to display the list of custom objects.
  2. Select AR Cash Transaction and scroll down to the Page Layouts section.
  3. Click Edit next to the AR Cash Transaction Layout.
  4. Add the field listed above to the page layout.
  5. Click Save.

Adding related lists to the AR Cash Transaction page layout

If you are using Lightning Experience with Lockbox you should add the following related list to the AR Cash Transaction page layout:

  • Files

To add this field to the AR Cash Transaction page layout:

  1. From Setup, click Object Manager to display the list of custom objects.
  2. Select AR Cash Transaction and scroll down to the Page Layouts section.
  3. Click Edit next to the AR Cash Transaction Layout.
  4. Add the related list listed above to the page layout.
  5. Click Save.

Removing related lists from the AR Cash Transaction page layout

You should also remove the following related list from the AR Cash Transaction page layout as is it no longer supported in Lightning:

  • Notes and Attachments
Note: Before you remove this list from the AR Cash Transaction page layout, we recommend that you migrate your Notes and Attachments from Classic to Lightning. To facilitate the migration process, Salesforce has introduced the Magic Mover for Notes and Attachments tool . For more information, see "Migrate notes and attachments to Lightning" in the Salesforce knowledge articles.

To remove this field from the AR Cash Transaction page layout:

  1. From Setup, click Object Manager to display the list of custom objects.
  2. Select AR Cash Transaction and scroll down to the Page Layouts section.
  3. Click Edit next to the AR Cash Transaction Layout.
  4. Remove the related list listed above from the page layout.
  5. Click Save.