Installing Managed Packages

If you are already enrolled in the Continuous Update program, you can skip this section.

Information about the Continuous Update program and how to opt in for Winter 2024 updates is available on the Certinia Community.

Upgrade Installed by the Onboarding Team

To prepare for upgrading:

  1. Submit a case to the Onboarding team via the Certinia Community to let them know you want to upgrade.
  2. Create a system administrator user for the Onboarding team to use when performing the upgrade and set the email address on the user to ffonboarding.logins@financialforce.com.

Installing the Upgrade

If you are not enrolled in the Continuous Update program and the Onboarding team is not installing the upgrades for you:

  1. Ensure that the following packages are already installed in your org:
    • Accounting Summer 2023 or newer
    • PSA Summer 2023 or newer
    • ClickLink Spring 2019 or newer
  2. Follow the steps for installing managed packages as described in the Salesforce documentation and use the password provided.
Note:

If the Approve Third-Party Access dialog appears during installation, select the Yes checkbox and click Continue.

The installation runs in the background. When it completes, you receive a confirmation email message.

If installation of the package is unsuccessful, the email you receive contains further instructions and an error number. We recommend you try to install the package again before contacting Certinia Customer Support. For contact details, see Contacting Customer Support.