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How to Request Support to Upgrade Certinia Solutions

This document outlines the process for requesting an upgrade for Certinia Solutions. Users on a version prior to Spring '18 must submit a support request to upgrade. The steps involve logging into the Certinia Community, navigating to the support section, and creating an upgrade support case. Case status and updates are provided via email and can be monitored within the community portal.

  • Jun 10, 2026
  • Knowledge

Title
How to Request Support to Upgrade Certinia Solutions
URL Name
How-to-Request-Support-to-Upgrade-Certinia-Solutions
Summary
This document outlines the process for requesting an upgrade for Certinia Solutions. Users on a version prior to Spring '18 must submit a support request to upgrade. The steps involve logging into the Certinia Community, navigating to the support section, and creating an upgrade support case. Case status and updates are provided via email and can be monitored within the community portal.

Objective
In this article, you will find helpful instructions on how to request an upgrade for your Certinia Solutions by opening a support ticket with our team.
Product Area
All Products - Upgrade
Release Version
All Versions
Environment

All products

Procedure

It is important to stay updated with Certinia Solutions to ensure that users always receive maximum value. Information regarding the Certina Upgrade Process can be found in this Update Guidance article. For users on a Certinia version prior to Spring '18, a support request is required to upgrade. To submit a support request:

  1. Log into Certinia Community
  2. Click Support in the top navigation
  3. Scroll down to Create and Review Support Cases
  4. Click Upgrade Support
  5. Input the details for the required fields
  6. Click Create Case

After the case is submitted, a notification is sent via email. It will also provide updates on the case status. To monitor the progress of a case, click the Review Cases tab in the Create and Review Support Cases object. 

Additional Notes

Beginning July 1, 2026, only contacts designated as Push Update Contacts and the CLX user scheduling the upgrade will receive notifications for both Service Packs and Major releases. Primary Contacts and System Admins will no longer be included automatically. 

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Knowledge:How to Request Support to Upgrade Certinia Solutions