Upgrading to Planning and Analysis Summer 2023
This page describes the changes to make when upgrading to Summer 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.
For information on new features and changes to existing features in Summer 2023, see New Features and Enhancements in Planning and Analysis Summer 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
To learn more about our rebrand, visit the Certinia Community for a message from our CEO, Scott Brown.
Changes to Permission Sets
No upgrade steps are required to upgrade this feature to Summer 2023.
Included in this Feature
|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