Upgrading to Planning June 2023

This page describes the changes to make when upgrading to June 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.


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 June 2023, see New Features and Enhancements in Planning June 2023.

Changes to Permission Sets

Upgrade Steps

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

Included in this Feature

Permission Sets updated in Spring 2023
Previous Label New Label Further Information
FFP - Business Analytics Read Access Planning - Business Analytics Read Access Permission Sets and Other Technical Documentation
FFP - Manage Headcount Planning - Manage Headcount
FFP - Manage Planning-Collaborator Planning - Manage Planning-Collaborator
FFP - Manage Planning Planning - Manage Planning -
FFP - View Headcount Planning - View Headcount