Upgrading to Foundations Winter 2024

This page describes the changes to make when upgrading to Winter 2024.

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 Winter 2024, see New Features and Enhancements in Foundations Winter 2024.

Feature Console OAuth Service

No steps are required to upgrade this feature to Winter 2024.

Included in this Feature

This section details the items that have been added in this release to support this functionality.

Services

Service Added in Winter 2024
Service	Description	Further Information
Feature Console OAuth Service	Authentication and approval system introduced in Feature Console when performing feature steps.	Configuring the OAuth Service in Foundations

Update Schedules

No steps are required to upgrade this feature to Winter 2024.

Data Storage Preflight Check

No steps are required to upgrade this feature to Winter 2024.

Enhancements to Accounts Payable Automation

Note:

The Accounts Payable Automation feature is only available for Early Adopters at the moment. Contact your account executive or Certinia support team to get the feature.

To start using the new Lightning record pages in Winter 2024, take the following action.

Upgrade steps Added in Winter 2024
Action	Further Information
Assign the Scanned Payable Document layout to the appropriate profile.	For more information about assigning page layouts, see the Salesforce Help.
Assign the Foundations Company page layout to the users of the appropriate profile.
Assign the Assignment Layout page layout of the Assignment object to the appropriate profile.

Included in this Feature

Lightning Record Page

Lightning Record Page Added in Winter 2024
Lightning Page	Object Name	Page Layout	Further Information
Scanned Payable Document	Scanned Payable Document	Scanned Payable Document Layout	Scanned Payable Document Fields

Lightning Components

Lightning Components Added in Winter 2024
Component	Description	Further Information
FDN Document Summary Card	Displays the summary fields of objects.	Foundations Lightning Components
Scanned Payable Document Lines Grid	Manages lines on the Scanned Payable Document Lines grid.	Foundations Lightning Components

Buttons

Buttons Renamed in Winter 2024
Previous Button Labels	New button Labels	Lightning Tab	Further Information
Confirm	Create Invoice	Scanned Payable Document	Scanned Payable Document Line Item Fields

Permission Sets

Permission Sets Deprecated in Winter 2024
Permission Set	Further Information
FDN - Manage Scanned Payable Document	Permission Sets and Other Technical Documentation

Mapping Enhancements

Data Conversion Mapping Enhancements

No steps are required to upgrade this feature to Winter 2024.

Viewing and Editing a Mapping's Status

No steps are required to upgrade this feature to Winter 2024.

Managed Mapping Statuses

No steps are required to upgrade this feature to Winter 2024.

Horizontal Alignment of App Page KPI Cards

No steps are required to upgrade this feature to Winter 2024.

Organization-Wide Email Address

Upgrade Steps

To start using this feature in Winter 2024, take the following action:

Action	Further Information
Enter the email address in the Organization-Wide Email Address field in the FDN Background Processing Settings custom setting. It must be a verified email address listed on Salesforce's Organization-Wide Email Addresses page.	FDN Background Processing Settings

Note:

If you have previously created the custom field fferpcore__BatchSettings__c.FinancialForceOrgWideEmailAddress__c for this purpose, we recommend you switch to using the packaged field. Support for the custom field might be deprecated in a future release.