Upgrading to Foundations Spring 2023

This page describes the changes to make when upgrading to Spring 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 Spring 2023, see New Features and Enhancements in Foundations Spring 2023.

FinancialForce is Now Certinia

We have made the following changes to align with our new Certinia brand:

  • The publisher name has been updated to Certinia
  • Package names no longer reference FinancialForce
  • In most cases, text referring to FinancialForce has been replaced with Certinia

For more information about these updates and related text changes, see the Package Name Updates article in the Certinia Community and the Technical Documentation Pack.

To learn more about our rebrand, visit the Certinia Community for a message from our CEO, Scott Brown.

Note:

Major versions include updates to both package and publisher names. In service packs, only the package name has changed. Some elements, such as theming and logos, have not been updated and other references to FinancialForce might remain visible in your org.

Certinia Trailhead: Release Highlights

If you want to learn more about the new features in this release, see the Foundations - Spring 2023 Release Highlights Certinia Trailhead module. This module will guide you through the new features in our Foundations product.

Upgrade Steps

No upgrade steps are required to upgrade this feature to Spring 2023.

Administrator Navigation Enhancements

No steps are required to upgrade this feature to Spring 2023. You can access links for the pages that you have permission to view.

Apply Personas to Existing Users

Upgrade Steps

No steps are required to upgrade this feature to Spring 2023.

Persona Enhancements

Upgrade Steps

No steps are required to upgrade this feature to Spring 2023.

Feature Console Status

Upgrade Steps

No steps are required to upgrade this feature to Spring 2023.

Feature Console Filters

Upgrade Steps

No steps are required to upgrade this feature to Spring 2023.

Feature Migration

Upgrade Steps

By default, all orgs that are new to Spring 2023 have this functionality. If you’re upgrading to Spring 2023, we have provided the Feature Migration Optimization feature to help you get set up.

For more information, see Optimizing Feature Console Migration.

Enhancement and Renaming of the FF Highlights Component and Its Configuration

Upgrade Steps

No steps are required to upgrade this feature to Spring 2023.

Certinia Help

Upgrade Steps

If you’re already using the Certinia Help component, additional links added in Spring 2023 are available automatically.

If you’ve not already started using the Certinia Help component, see Certinia Help Overview.

Scheduled Update Preflight Check

No steps are required to upgrade this feature to Spring 2023.

Automatic Update Schedule Enrollment

No steps are required to upgrade this feature to Spring 2023.