Installation Links and Instructions
Installation Links
Important:
Always be sure to install and test in a sandbox before upgrading
your production environment.
Version 1.49, released June 12, 2024
Installation Instructions
Refer to the Introduction & Setup section for installation instructions.
Post-Installation Instructions
After package installation, users with Education Cloud will need to set up the below data for the Individual Application Object in your org.
- Go to Salesforce Classic (in your Salesforce account, click your avatar and select "Switch to Salesforce Classic" from the drop-down menu)
- Add the individual application related list to Person Account
- Try to create one individual application. You may see an error: "Field not visible license type issue."
- Switch back to Lightning Experience and go to
- Search “Individual Application”
- Go to “Record Types”
- Create a new Record type and name it "Admissions"
- Go to Setup, Build > Customize > Application > Application RecordType Config
- Create one record type named “Admissions” and click Save
2024 Release 1 Upgrade Guide
Considerations when upgrading ERX products to 2024 Release 1:
- If you need to enable Person Accounts, install all the latest versions of 2024 Release 1.
- If you're using a version earlier than 2024 Release 1 and do not need to enable
Person Accounts, you'll need to upgrade FormBuilder to be able to use the latest
DXP version. Note:FormBuilder should always be upgraded before DXP, or you will receive errors.
Product Name Previous Installed Version Upgrade Version FormBuilder Rx 2023 Release 1 (6.31.8) 2024 Release 1 (6.43.8) Reader Rx 2023 Release 1 (6.15) 2024 Release 1 (6.19.2) DXP 2023 Release 1 (1.28) 2024 Release 1 (1.49) Events Rx 2023 Release 1 (6.25) 2024 Release 1 (6.29.2) Import Rx 2023 Release 1 (6.12) 2024 Release 1 (6.15.1) ERX Core 2023 Release 1 (6.20.3) 2024 Release 1 (6.26.4)