Upgrade and Sandbox Testing Instructions: Summer 2019

Level of Expertise Required

Basic Salesforce System Admin skills

Estimated Time Required for Upgrade

Task Time Estimate
Install the upgrade 10 minutes
Update profiles of non-System Administrator admins (click for related information about Reader Rx) 10 minutes
Prepare sandbox for testing 10 minutes
Test portal and sites 30 minutes

Sandbox and Production URLs

Warning:
It is imperative that you install and test in Sandbox before upgrading Production.

Summer 2019

Version: 1.123.28

Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1R000000s4RK

Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1R000000s4RK

Preparing a New or Refreshed Sandbox for Testing

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

1. Set all of your Environments to Idle status:



2. Substitute the Sandbox’s domain for the production org’s domain in each of the Environment’s settings.

  • Find the correct domain of your sandbox by going to Setup > Sites and copy the sandbox’s Salesforce site domain:


  • For Each FormBuilder Environment, click the Edit button (the yellow one with the pencil icon) and locate the Site URL. If the Environment is a Community, you'll also need to copy the Self Register URL, as shown here:


  • Paste the new sandbox domain in place of the old production domain in each of these URLs—it goes between the double slashes (“//”) and the first single slash (“/”) like this:


  • Click Save