Upgrade and Testing Instructions

Attention:
These instructions are for upgrading from Summer '21 to Release 1 2022. If you are upgrading from a version earlier than Summer '21, be sure to read the Release Notes for the versions in between, and follow any Post-Upgrade Instructions, too.

Package URLs and Instructions

Version 6.6.9, released February 17, 2023

Important:
It is a Salesforce and Enrollment Rx best practice to upgrade and test in a sandbox before upgrading your production environment.

Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t3Z000001menD

Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3Z000001menD

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 the new "FormBuilder for Visit Registration" feature to work, you will need the 2022 Relase 1 version of FormBuilder Rx (6.13.2 or higher) and Events Rx (6.6 or higher). FormBuilder should be installed or upgraded first.

There are no post-installation steps for 2022 Release 1.