Installing Managed Packages

If you are already enrolled in the Continuous Update program, you can skip this section.

Information about the Continuous Update program and how to opt in is available on the FinancialForce Community.

Upgrade Installed by Onboarding

To prepare for upgrading:

  1. Submit a case to the Onboarding Team via the FinancialForce Community to let them know you want to upgrade.
  2. Create a system administrator user for Onboarding to use when performing the upgrade and set the email address on the user to ffonboarding.logins@financialforce.com.

Installing the Upgrade

If you are not enrolled in the Continuous Update program and the Onboarding Team is not installing the upgrades for you:

  1. Ensure that FinancialForce Foundations Winter 2023 is already installed.
  2. For Revenue Management Winter 2023, follow the steps for installing managed packages as described in the Salesforce documentation and use the password provided.
Note:

If the Approve Third-Party Access popup appears during installation, select the Yes checkbox and click Continue.

The installation runs in the background. When it completes, you receive a confirmation email message.

If installation of the Revenue Management Winter 2023 package is unsuccessful, the email you receive contains further instructions and an error number. We recommend you try to install the package again before contacting FinancialForce Customer Support.