New Features and Enhancements in Planning and Analysis Summer 2023

The following new features have been introduced in the Summer 2023 release of Planning and Analysis.

If you are upgrading from a previous version, see Upgrading to Planning and Analysis Summer 2023. This provides a summary of the items that have been added for each feature and details of any required upgrade steps.

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.


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.

Dependencies on other Certinia Packages

You must install the following package as a mandatory package before installing or upgrading to this release of Planning and Analysis:

  • Foundations Spring 2023

Changes to Permission Sets

We have updated permission sets labels, and added descriptions to make them more aligned with Certinia products.

To find a summary of the updated and deprecated permission sets and custom permissions, see Permission Sets and Other Technical Documentation.


Fixes are now listed on the Known Issues page of the Certinia Community. You can access this page from the Release Hub menu. For a brief description of the issues that have been fixed in this version of Planning and Analysis, see the related section of the Known Issues page.