Pre-Upgrade, Upgrade, Post-Upgrade, and Sandbox Testing Instructions

Attention:
This version includes a change in how Visit Series data is stored. After upgrading, Visit registrations will error until you complete the “Optimize Visit Series Data” process, which can take between 1–20 minutes, depending on how many Visit Series you have. To avoid registration errors during the upgrade and to protect the integrity of your data, you must deactivate your Events site before upgrading and reactivate it when the “Optimize Visit Series Data” process completes. Follow the Pre-Upgrade Instructions below.

Level of Expertise Required for Upgrade

Basic Salesforce Admin skills

Estimated Time Required for Upgrade

  • 1 minute: Deactivate your Events site
  • 10 minutes: Install upgrade
  • 1-20 minutes: Click “Optimize Visit Series Data” button; wait for email notifying you of completion
  • 1 minute: Reactivate your Events site
  • 30 minutes: Test event & visit registration

Preparing a New or Refreshed Sandbox for Testing

It is very important that you upgrade a sandbox and test before upgrading your production environment.

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 (beside "Events Rx") > Edit (beside "DEFAULTS") and paste the domain (preceded by “https://”) into the field called “Site base URL” like this:

Pre-Upgrade Instructions

Important:
IF YOU USE VISIT SERIES, you must follow these instructions to avoid errors for end users and corruption of data. (If you only use Campaigns and not Visit Series, then you do not need to do anything to keep your system working.)

Users will get errors if they register for a Visit Series during the time from when Events Rx Winter 2021 is installed until the “Optimize Visit Series Data” process completes, which should take 1—20 minutes after you start it, depending on the number of Visit Series in your database.

To avoid errors for users and also to avoid possible corruption of your data, we recommend you take your Events site off line (deactivate it) for the short time involved.

  1. Choose a time to upgrade when not many users will be attempting to register for Visit Series.
  2. Deactivate your Events Site before upgrading, so no users will get errors trying to register for Visits.

Go to Setup > Sites and click "Deactivate" beside the name of your Events Site like this:

Upgrade Instructions

Version 5.8.14, released September 9, 2021

Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t3Z000001meU6

Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3Z000001meU6

You start the installation process by either clicking the URL or pasting it into your browser’s address bar. If you are logged out of all Salesforce orgs, you will be asked to log in to the org into which you wish to install the application. If you are already logged in to the org, the installation screen will appear immediately.

Note:
If you work in more than one Salesforce org, be sure you are logged out of all orgs before using the installation URL, since it will install into any org into which you are currently logged in. Logging out beforehand allows you to be sure you are installing into the correct org.

If you are already logged in to the target org, the Install/Upgrade screen will appear immediately; if not, it will appear after you log in.

Choose “Install for All Users” before clicking the “Install” or “Upgrade” button, like this:



Post-Upgrade Instructions

Important:
For users of Visit Series: After you have upgraded to Winter '21 (regardless of the patch or version number) you can no longer edit series dates to update the date range or extend the series. Instead, you will need to clone the Visit Series. Click here for more details and instructions.

These instructions are for upgrading to Winter '21 from Summer 20. if you are upgrading from a version earlier than Summer 2020, be sure to read the Release Notes for the versions in between and follow those Post-Upgrade instructions, too.

Run the “Optimize Visit Series Data” Process.

  • Open the Events Rx Admin Panel and click on the “Optimize Visit Series Data” button:
Note:
If you don’t see the “Optimize Visit Series Data” button, that means you have no Visit Series records and nothing needs to be done. You can reactivate your site.
  • Monitor your email (the email of the user who clicked the button) until you receive a confirmation with subject “Optimizing visit series data process has been Completed”. The failure count must be 0; if it is not 0, please open a ticket in your Enrollment Rx JIRA account.
  • Reactivate your Events Site when you receive the confirmation email, just as you deactivated it before upgrading, except the link you click says “Activate”, rather than “Deactivate."

What to Test

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

Reference Information

What Version Do You Currently Have Installed?

  • Go to Setup > Installed Packages
  • Click on the name of the Enrollment Rx: Events Rx package:
  • The details page will open showing the Version name and number: