Upgrading to PSA 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.
For information on new features and changes to existing features in Winter 2024, see New Features and Enhancements in PSA Winter 2024.
Lightning Experience
The following table explains the Lightning component types.
Type | Description | Visualforce Buttons or Actions |
---|---|---|
Lightning app pages | Direct replacements for existing pages or parts of pages. | The equivalent existing Visualforce buttons or actions that any PSA Lightning component types replaced in this release have been removed from the object page layouts. If you are upgrading to any Lightning component types in this PSA release, you might need to manually remove any Visualforce buttons or actions from any page layouts that have not already been removed. |
PSA Actions components | Components that contain multiple PSA Lightning actions to open new Lightning windows or existing Visualforce pages. The components are included in the relevant default record pages. | |
PSA Lightning actions | Actions that open new Lightning windows. These are included in the default object page layouts. | |
PSA Lightning components | Components that deliver specific functionality. These are included in the relevant default record pages. |
Upgrade Steps
To upgrade Lightning components to Winter 2024 for your users, take the following actions.
Action |
Further Information |
---|---|
Assign the PSA - Lightning Component Apex Class Access permission set to the user profiles of users who will use Lightning components. |
Assigning and Removing Permission Sets Permission Sets and Other Technical Documentation For information on assigning permission sets to single or multiple users, see the Salesforce Help |
To use the Certinia record pages instead of your own, activate the Certinia record pages in the Lightning App Builder. You have the following options:
|
For information on activating Lightning Experience record pages, see the Salesforce Help |
To continue to use your own record pages, you can add the following to them:
|
PSA Lightning Components |
To use any new PSA Lightning actions, add them to your object page layouts. | For information on adding quick actions to page layouts in Lightning Experience, see the Salesforce Help |
Included in this Feature
This section details the items that have been added or updated in this release for Lightning Experience.
Lightning Components
Component |
Name |
Description |
Further Information |
---|---|---|---|
PSA Resource Optimization Summary | ro_optimisationSummary | Shows the resource optimization results in summary cards for the selected group of Resource Requests. | Resource Optimizer for Resource Requests |
PSA ES Work Planner |
rmwp_communityWorkPlanner | You can make this component available to external users through PSA Experience Cloud sites. |
Component | Name | Description | Further Information |
---|---|---|---|
PSA Project Gantt | gnt_communityGantt | You can make this component available to external users through PSA Experience Cloud sites. | |
PSA Delivery Tracker | pgm_projectOverview | View and filter related projects, including project hierarchies and associated records. | |
PSA Project Task Board | ptm_communityTaskBoard | You can make this component available to external users through PSA Experience Cloud sites. |
Lightning Pages
Component | Name | Description | Further Information |
---|---|---|---|
Delivery Tracker | Projects_Overview | An app page where you can view and filter related projects, including project hierarchies and associated records. | Setting up the Delivery Tracker Component |
Work Event | Work_Event__c | An app page that contains the details of a work event. |
Enhancements to the PSA Mobile Application
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2024.
Included in this Feature
Buttons
Previous Name |
New Name |
Further Information |
---|---|---|
I'm Interested | Interested | Expressing Interest in Upcoming Work Opportunities |
Not for Me | Not Interested | |
Remove Interest |
Enhancements to Manage Skills and Certifications
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2024.
Included in this Feature
Lightning Component Properties
Property | Description | Further Information |
---|---|---|
Show View Experience Button | Controls the visibility of the View Experience button in the Requested Skills section of the Contact Card. | Contact Card Lightning Component Properties |
Project Task Lightning Component Availability on PSA Experience Cloud Sites
This section contains upgrade steps and items added to or updated on Experience Cloud Sites in Winter 2024.
Upgrade Steps
To upgrade the following features to Winter 2024, take the action described.
Action |
Further Information |
---|---|
[Optional] Using Experience Builder, add the PSA Project Gantt Lightning component to your PSAExperience Cloud site. | |
[Optional] Using Experience Builder, add the PSA Project Task Board component to your PSAExperience Cloud site. |
Included in this Feature
This section details the items that have been added or updated in this release.
Lightning Components
Component | Description | Further Information |
---|---|---|
PSA Project Gantt | You can make this component available to external users through PSAExperience Cloud sites. | |
PSA Project Task Board |
Enhanced Privacy for Milestone Amount
Upgrade Steps
To upgrade this feature to Winter 2024, take the following action.
Action |
Further Information |
---|---|
On the Milestone object page layout under the Milestone Details section, in the Milestone Amount field properties, deselect the Required checkbox. |
Work Planner in Experience Cloud
Work Planner in Experience Cloud
Upgrade Steps
To upgrade this feature to Winter 2024, take the following action.
Action |
Further Information |
---|---|
Ensure that relevant users have the correct permissions to use Work Planner. | |
Ensure that relevant users have Read permission for the Utilization Target field on the Contact object. |
Included in this Feature
This section details the items that have been added in this release.
Lightning Components
Name |
Description |
Further Information |
---|---|---|
PSA ES Work Planner | Share Work Planner in Experience Cloud sites with partners to view or edit assignments and resource requests. | Setting up the Work Planner for PSA Experience Cloud Sites |
For more information on Lightning components and the Lightning App Builder, see the Salesforce Help.
Enhancements to Time Entry
Upgrade Steps
To upgrade this feature to Winter 2024, take the following action.
Action |
Further Information |
---|---|
You must assign your user read/write permissions for the Daily Notes field to enable them to enter time in the Time Entry component. | Permissions for the Time Entry Component |
[Optional] To add the Reassign button to the Mass Approval Lightning component, you must select the Allow Reassign checkbox in Lightning App Builder. | Approving and Rejecting Multiple Timecards |
Included in this Feature
Buttons
Buttons Included in Winter 2024:
Button | Object |
---|---|
Reassign | Timecards |
Lightning Component Properties
Lightning Component Properties included in Winter 2024:
Property | Description | Further Information |
---|---|---|
Allow Reassign | If selected, the Reassign button is displayed on the Mass Approvals component. | Approving and Rejecting Multiple Timecards |
Extension for Rollups, Billing and Timecard Processes
This section describes the upgrade steps and items added or updated in Winter 2024.
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2024.
Included in this Feature
This section details the items that have been added or updated in this release.
Fields
Field | Object | Further Information |
---|---|---|
Exclude from Monitor Rollup | Project | Project Fields |
Exclude from EVA Calculation | Assignment | Assignment Fields |
Project | Project Fields | |
Exclude from Timecard Expense Rollup | Assignment | Assignment Fields |
Milestone | Milestone Fields |
Exclude Zero Amount Records
Included in this Feature
This section details the items that have been added or updated in this release.
Fields
Fields |
Page Layout |
Further Information |
---|---|---|
Exclude Zero Amount Records | On the Projects Awaiting Billing tab, in the Mass Billing Event Generation and Schedule Billing Event Generation window. | Schedule Generate Billing Events Fields |
Permission Sets
Field |
Permission Set |
Further Information |
---|---|---|
Exclude from Monitor Rollup |
Added Read/Write permission to the following permission sets on the Project object:
Added Read permission to the following permission sets:
|
In the PSA Permissions window, select Permission Changes from the Contents pane. Scroll down to the Updates to Permission Sets table and click the link in the View Changes column for the relevant permission set. A list of all changes made to this permission set in this release is displayed.
|
Exclude from EVA Calculation |
Added Read/Write permission to the following permission sets on the Assignment object:
Added Read permission to PSA Resource API - Assignment permission set and Read/Write permission to the following permission sets on the Project object:
|
|
Exclude from Timecard Expense Rollups |
Added Read/Write permission to the following permission sets on the Assignment object:
Added Read permission to the PS Cloud Analytics Integration User Read Access permission set. Added Read/Write permission to the PSA - Manage Projects permission set and added Read permission to the PS Cloud Analytics Integration User Read Access permission set on the Milestone object. |
Enhancements to the Project Task Board
Upgrade Steps
To upgrade this feature to Winter 2024, take the following action.
Action |
Further Information |
---|---|
If you are using a custom page layout for the Project Lightning page, you must add the Project Task Board component to the Project Lightning page manually using the Lightning App Builder. There is no need to do this if you are using the packaged page layout. |
Setting up the Project Task Board Lightning Component |
[Optional] If you have previously added the Project Task Board component to the Project Lightning page or to an app page and you want tasks on the Project Task Board to change color based on their end date and whether they are complete:
|
|
Add the Completed, Start Date & Time, and End Date & Time fields on the Project Task object to any custom permission sets you are using for the Project Task Board. These fields are present in the following packaged permission sets:
|
Included in this Feature
This section details the items that have been added or updated in this release.
Lightning Component Properties
Lightning Page |
Description |
Further Information |
---|---|---|
Record ID | Only applies to Experience Cloud sites.
The ID of the record to display in the component |
Setting up the Project Task Board Lightning Component Project Task Board Lightning Component Properties
|
Task Details Custom Fields Field Set |
The field set on the Project Task object that contains the custom fields you want to display in the record details panel. |
|
Use Task Colors | If selected, tasks on the Project Task Board change color based on their end date and whether they are complete. |
Lightning Pages
Lightning Page |
Description |
Further Information |
---|---|---|
Project Lightning Page | The Project Task Board Lightning component is now available on the Project Lightning page by default. |
Hiding the Equal Split Allocation Type in the Gantt Task Editor
Upgrade Steps
To upgrade this feature to Winter 2024, take the following action.
Action |
Further Information |
---|---|
[Optional] Deselect the Show Equal Split Button setting in the Gantt Global Settings custom setting so that users no longer have access to the Equal Split allocation type on the Task Assignments tab in Gantt. The Hours allocation type becomes the default instead. |
Included in this Feature
This section details the items that have been added or updated in this release.
Custom Settings
Custom Setting | Custom Setting Field | Further Information |
---|---|---|
Gantt Global Settings | Show Equal Split Button |
Configuring Gantt Custom Settings Gantt Buttons, Controls, and Fields |
Improved Project Planner Access from a Project or RPG Record
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2024.
Included in this Feature
This section details the items that have been added or updated in this release.
Permission Sets
Permission Set |
Description |
Further Information |
---|---|---|
PSA - Use Project Planner |
We have added access for the following Apex classes:
|
In the PSA Permissions window, select Permission Changes from the Contents pane. Scroll down to the Updates to Permission Sets table and click the link in the View Changes column for the relevant permission set. A list of all changes made to this permission set in this release is displayed.
|
Enhancements to Project Collections and Portfolios
Upgrade Steps
To upgrade this feature to summer, take the following action.
Action |
Further Information |
---|---|
You must assign your users Read permission for the relevant time period fields, to enable them to select different time period views in Delivery Tracker. | |
[Optional] To customize the filters in the filter panel, you must set up a custom field set in Setup. Then, you can select your field set in Lightning App Builder for the filter panel, in the Custom Filters property. Your custom filters are displayed below the default filter fields, at the bottom of the filter panel. |
Included in this Feature
Buttons
Button |
Page Layout |
Further Information |
---|---|---|
Project Currency | Delivery Tracker | Delivery Tracker Component Fields and Buttons |
Delivery Tracker | ||
Delivery Tracker Filter Panel | ||
Clear | ||
Edit | ||
Delete | ||
Reset | ||
Save As | ||
Save |
Fields
Field | Object | Further Information |
---|---|---|
Account | Delivery Tracker Filter Panel | Delivery Tracker Component Fields and Buttons |
Group | ||
Include Full Project Hierarchy | ||
Opportunity | ||
Period | ||
Period Type | ||
Practice | ||
Project | ||
Region | ||
Saved Filters |
Fields
Field | Object | Further Information |
---|---|---|
Individual Billed | Project Actuals - Revenue Actuals | Project Fields |
Individual Billings | ||
Individual Bookings | ||
Individual Expense Budget | ||
Individual Internal Budget | ||
Individual Invoiced | ||
Individual Margin | ||
Individual Pass-Through Billing | ||
Individual Pre-Billed | ||
Individual Revenue | ||
Individual Internal Costs | Project Actuals - Cost Actuals | |
Individual External Costs | ||
Individual Expense Costs | ||
Individual Other Costs | ||
Individual Total Costs | ||
Individual Billable Hours (External) | Project Actuals - Time Actuals | |
Individual Billable Hours (Internal) | ||
Individual Credited Hours | ||
Individual Excluded Hours | ||
Individual Non-Billable Hours (External) | ||
Individual Non-Billable Hours (Internal) |
Lightning Pages
Lightning Page |
Description |
Further Information |
---|---|---|
Delivery Tracker | View and filter related projects, including project hierarchies and associated records. | Using the Delivery Tracker |
Permission Sets
Permission Set |
Description |
Further Information |
---|---|---|
PSAManageGanttAndProjectTasks |
Edit permissions are now required on the following fields:
|
Assigning Gantt Permissions and Controlling Sharing Access |
PSAManageProjects | Project Configuration Group Options and Custom Settings | |
PSAUseProjectPlanner | Resource and Project Planners Settings and Preferences | |
PSAUseResourcePlanner |
Improvements to Rate Cards
Upgrade Steps
To upgrade this feature to Winter 2024, take the following action.
Steps | Action | Further Information |
---|---|---|
1. |
[Optional] Import the new configuration option from the PSA Administration page. To do so:
|
Importing and Exporting Configurations |
2. | [Optional] To ensure that you copy the suggested bill rate or average cost rate values from the rate card set to zero, set the copy-zero-bill-and-cost-rates configuration group options to true. | Resource Request Settings |
Included in this Feature
This section details the items that have been added, updated, or deleted in this release.
Configuration Options
Configuration Option Name | Configuration Group | Further Information |
---|---|---|
copy-zero-bill-and-cost-rates | Resource Request Settings | Resource Request Settings |
User Experience Enhancements in Work Planner
Upgrade Steps
To upgrade this feature to Winter 2024, take the following action.
Action |
Further Information |
---|---|
Ensure that relevant users have the correct permissions to use Work Planner. | Setting up Work Planners |
Ensure that relevant users have Read permission for the Utilization Target field on the Contact object. | Setting up Work Planners |
Included in this Feature
This section details the items that have been added in this release.
Buttons
Button |
Page Layout |
Further Information |
---|---|---|
Work Planner | Work Planner Lightning Component Fields | |
Save As | Work Planner | |
Work Planner |
Support for Online Meetings in Work Events
Upgrade Steps
No upgrade 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.
Fields
Field |
Object |
Further Information |
---|---|---|
Is Online Meeting (Is_Online_Meeting__c) | Work Event | Work Event Fields and Buttons |
Description (Rich_Description__c) | Work Event | Work Event Fields and Buttons |
Field |
Object |
Further Information |
---|---|---|
Short Description (Description__c) | Work Event | Work Event Fields and Buttons |
Utilization Analytics Improvements
Upgrade Steps
To upgrade this feature to Winter 2024, take the following action.
Action |
Further Information |
---|---|
Update your PS Cloud Core Analytics app |
Updating Your PS Cloud Core Analytics App in Creating an App from the PS Cloud Core Analytics Template |
Deprecated Fields
Field | Further Information |
---|---|
DEPRECATED: Utilization Excluded Assignment Hours |
These fields have been deprecated from the Utilization Results object. However, they might display in your org if you are an existing Customer. |
DEPRECATED: Utilization Excluded Held RR Hours |
|
DEPRECATED: Utilization Excluded Unheld RR Hours |
|
DEPRECATED: Utilization Excluded Timecard Hours |
Permission Sets
Permission Set | Description | Further Information |
---|---|---|
PS Cloud Analytics Integration User Read Access |
Added Read permission for the following new fields on the Utilization Run object:
Added Read permission for the following new fields on the Utilization Results object:
|
In the PSA Permissions window, select Permission Changes from the Contents pane. Scroll down to the Updates to Permission Sets table and click the link in the View Changes column for the relevant permission set. A list of all changes made to this permission set in this release is displayed. For information on assigning permission sets to single or multiple users, see the Salesforce Help. |
Dataset Enhancements
In this release, we have made several enhancements to the following:
Utilization Results Dataset
The following fields have been added to the Utilization Results Output Dataset:
Measures Type Fields
- Unheld Resource Request Weighted Hours
- Hours at Threshold Value 1
- Hours at Threshold Value 2
- Hours at Threshold Value 3
- Hours at Threshold Value 4
- Hours at Threshold Value 5
- Hours at Threshold Value 6
- Weighted Hours at Threshold Value 1
- Weighted Hours at Threshold Value 2
- Weighted Hours at Threshold Value 3
- Weighted Hours at Threshold Value 4
- Weighted Hours at Threshold Value 5
- Weighted Hours at Threshold Value 6
Dimension Type Field
- Last Updated Run
For more information about PS Cloud Core Analytics, see Upgrading to PS Cloud Analytics Winter 2024
Enhancements to Resource Optimizer
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2024.
Improved Expense Entry User Experience
Upgrade Steps
Assign the following Lightning App Builder properties by editing the page with the Expense Entry Lightning Web Component and selecting Expense Entry LWC from Lightning App Builder:
- Set showReimbursementInformation = True, to display the reimbursement section.
- Set showBillableInformation = True, to display the Billable Information section.
- If you want to add fields in the main layout above Description field using a field set:
- Set editableFieldSetApiName = ExpenseHeaderRowEditableColumns
- Set readOnlyFieldSetApiName = ExpenseHeaderRowReadOnlyColumns
- If you want the Additional Information section to display with fields in a field set:
- Set editableNotesFieldSetApiName = ExpenseNotesFieldsEditableColumns
- Set readOnlyNotesFieldSetApiName = ExpenseNotesFieldsReadOnlyColumns
Included in this Feature
This section details the items that have been added or updated in this release.
Fields
Field | Location | Further Information |
---|---|---|
Billable Amount |
Expense Entry Lightning Page |
|
Currency Conversion Rate |
||
Exchange Rate |
||
Incurred Tax |
||
Incurred Tax Non-Billable |
||
Non-Billable Incurred Amount |
||
Non-Reimbursable |
||
Reimbursement Amount |
||
Tax Type |
Buttons
Button | Object | Further Information |
---|---|---|
Save and New |
Expense Entry Lightning Component |
|
Save and Copy |
Permission Sets
Permission Set | Description | Further Information |
---|---|---|
PSA - Enter Expenses Against Projects and Assignments |
Added Read and Edit permission for the following new fields in the PSA - Enter Expenses Against Projects and Assignment permission set:
Added Read-only permission for the following new fields in the PSA - Enter Expenses Against Projects and Assignment permission set:
|
In the PSA Permissions window, select Permission Changes from the Contents pane. Scroll down to the Updates to Permission Sets table and click the link in the View Changes column for the relevant permission set. A list of all changes made to this permission set in this release is displayed. For information on assigning permission sets to single or multiple users, see the Salesforce Help. |
Expense Entry Lightning Component Properties
Component Property | Location | Further Information |
---|---|---|
Billable Amount |
Expense Entry Lightning Page |
|
Currency Conversion Rate |
||
Exchange Rate |
||
Incurred Tax |
||
Incurred Tax Non-Billable |
||
Non-Billable Incurred Amount |
||
Non-Reimbursable |
||
Reimbursement Amount |
||
Tax Type |
Expense Lightning Component Configuration Options
Component Property | Location | Further Information |
---|---|---|
allow-delegated-expense-report-entry |
Expense Lightning Web Component |
|
allow-deletion-of-submitted-expenses | ||
assignment-project-editable-after-save | ||
default-incurred-tax-non-billable | ||
expense-report-auto-submit-for-approval | ||
minimum-expense-amount-limit-for-attachment | ||
multi-expense-auto-move-attachments-to-er | ||
multi-expense-er-submit-status | ||
multi-expense-auto-move-attachments-to-er | ||
use-expense-date-to-convert-rates-limits |
Time Entry
Buttons
Button | Object | Further Information |
---|---|---|
Save and New |
Time Entry Lightning Component |
Enhancements to Expense Management
Upgrade Steps
To upgrade this feature to Winter 2024, take the following action.
Action |
Further Information |
---|---|
[Optional] To add the Reassign button the Mass Approval component, you must select the Allow Reassign checkbox in Lightning App Builder. |
Included in this Feature
Buttons
Buttons Included in Winter 2024:
Button | Object |
---|---|
Reassign | Expense Reports |
Lightning Component Properties
Lightning Component Properties included in Winter 2024:
Property | Description | Further Information |
---|---|---|
Allow Reassign | If selected, the Reassign button is displayed on the Mass Approvals component. |
Improved Accuracy in Services Revenue Forecasting
Upgrade Steps
To upgrade this feature to Winter 2024, take the following action.
Action |
Further Information |
---|---|
Create a new section called General Settings on the Revenue Forecast Setup Layout page layout above the existing Project Settings section and move these existing fields from the Project Settings section into the new section:
|
Revenue Forecast Setup Fields |
[Optional] To exclude past scheduled hours from revenue forecast calculations for the current monthly time period to improve forecasting accuracy:
|
Calculating Accurate Mid Month Forecasts Calculating Accurate Mid Month Forecasts (Deliverable) Calculating Accurate Mid Month Forecasts (% Complete) |
[Optional] To include resource request records in opportunity revenue forecasts:
|
Including Resource Requests in Opportunity Revenue Forecasts |
Included in this Feature
This section details the items that have been added or updated in this release.
Fields
Field | Object | Further Information |
---|---|---|
Actuals Cutoff Day | Revenue Forecast Setup | Revenue Forecast Setup Fields |
Exclude Actuals After Cutoff Day | ||
Include RRs on Opportunities | ||
Use Mid Month Forecast Calculations |
Permission Sets
Permission Set | Description | Further Information |
---|---|---|
PSA - Configure Forecast Setup |
Added Edit permission for the following fields on the Revenue Forecast Setup object:
|
In the PSA Permissions window, select Permission Changes from the Contents pane. Scroll down to the Updates to Permission Sets table and click the link in the View Changes column for the relevant permission set. A list of all changes made to this permission set in this release is displayed.
|
Enhancements to Revenue Forecast Versions and the Review Forecast Version Page
Upgrade Steps
To upgrade this feature to Winter 2024, take the following action.
Action |
Further Information |
---|---|
[Optional] To copy adjustments made to revenue forecast versions into future versions:
|
|
[Optional] To customize the number of rolling months covered by revenue forecast versions:
|
Scheduling Revenue Forecast Versions |
Included in this Feature
This section details the items that have been added or updated in this release.
Fields
Field | Object | Further Information |
---|---|---|
Persist Adjustments Across Versions | Revenue Forecast Setup | Revenue Forecast Setup Fields |
Version Forecast Period Override | ||
Adjusted By | Revenue Forecast Version Adjustment | Revenue Forecast Version Adjustment Fields |
Adjustment Date | ||
Expiration Date |
Permission Sets
Permission Set | Description | Further Information |
---|---|---|
PSA - Adjust Forecast Version |
Added Edit permission for the following fields on the Revenue Forecast Version Adjustment object:
|
In the PSA Permissions window, select Permission Changes from the Contents pane. Scroll down to the Updates to Permission Sets table and click the link in the View Changes column for the relevant permission set. A list of all changes made to this permission set in this release is displayed.
|
PSA - Configure Forecast Setup |
Added Edit permission for the following fields on the Revenue Forecast Setup object:
|
|
PSA - View Forecast |
Added Read permission for the following fields on the Revenue Forecast Version Adjustment object:
|
|
PSA - View All Forecasts |
Added Read permission for the following fields on the Revenue Forecast Version Adjustment object:
|
Improved Stability in Services Revenue Forecasting
No upgrade steps are required to upgrade this feature to Winter 2024.
Unlock Actuals
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2024.
Advanced Lookup
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2024.
Horizontal Alignment of App Page KPI Cards
Upgrade Steps
No upgrade steps are required to upgrade this feature to Winter 2024.
Certinia Help Is Now Available from help.certinia.com
No steps are required to upgrade this feature. The Help links are automatically updated when you upgrade PSA.
For more information, see Certinia Help URL.
Release Content
Upgrade Steps
To upgrade this feature to Winter 2024, take the following action.
Action |
Further Information |
---|---|
Reset the metrics of the Release Overview prompt to ensure that users see this prompt again with its updated content if they have previously dismissed or completed it. |
Monitor In-App Guidance in Lightning Experience in the Salesforce Help |
Activate the Time Entry Page TH prompt. | Managing Certinia In-App Guidance |
Deactivate any deprecated prompts that are active in your org. |
Included in this Feature
This section details the items that have been added or updated in this release.
In-App Guidance
Name |
App |
Tab |
Type |
Active |
Created |
---|---|---|---|---|---|
Release Overview | PSA | Home | Docked | Yes | Fall 2020 |
Time Entry Page TH | PSA | Time Entry | Floating | Yes | Fall 2020 |
Name |
App |
Tab |
Type |
Active |
Created |
---|---|---|---|---|---|
Mass Approvals Timecards VF | PSA | Approve Multiple Timecards | Docked | No | Spring 2021 |