Summer 2020 Upgrade and Sandbox Testing Instructions

Level of Expertise Needed

Basic Salesforce Admin Skills

Estimated Time Required for Upgrade

  • 10 minutes — install upgrade
  • 10 minutes — assign new permission sets
  • 30 minutes — test event & visit registration

What Version Do You Currently Have Installed?

Steps

  • Go to Setup > Installed Packages
  • Click on the name of the Package
    • This opens a Detail page with the Version Name and Number
Note:
Be sure to read the Release Notes for steps to take if you are upgrading from a version earlier than Summer 2019

Installation Links (Summer '20 v5.0.12)

Warning:
Don't forget to test in a Sandbox first!

For Sandbox Testing Only: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t3Z000000DFS3

Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3Z000000DFS3

Preparing a New or Refreshed Sandbox for Testing

After you create or refresh a sandbox, you will need to tweak the Events custom setting to make it reference the Sandbox’s domain, rather than the production org’s domain. Follow these steps:

  • Go to Setup > Sites and copy Your Salesforce site domain name like this:
  • Go to Setup > Custom Settings > Manage (next to "Events Rx") > Edit (next to "DEFAULTS") and paste the domain (preceded by “https://”) into the field called “Site base URL” like this:

Updates needed after Upgrade from Summer 2019 to Summer 2020

Edit the Custom Setting

Go to Setup > Custom Settings > Manage Events Rx > Edit DEFAULTS

Check the field “Site Base URL” and make sure it does NOT end with a slash.

Check the field “Site Path” and make sure it NEITHER begins with a slash NOR ends with a slash.

Add the value “Wait-List” to the Visit Status field

Go to Setup > Object Manager > Visit > Fields and Relationships > Status > Status > Values > New and enter the value “Wait-List” — it is very important that it be spelled and capitalized exactly like this (without the quotation marks).

What to Test

Go to your Events Listing page and register for a Campaign and Visit.