Upgrade and Testing Instructions

Important:
These instructions are for upgrading from Winter '21 to Summer '21. If you are upgrading from a version earlier than Winter '21, be sure to read the Release Notes for the versions in between, and follow any Post-Upgrade Instructions, too. For orgs that already have FormBuilder Rx installed, subsequent versions must be installed in sequence (e.g., if your org has Fall 2017, you must install Spring 2018 before Summer 2018). If this is a new installation, use the latest version. Click here for instructions on finding your current version.

Preparing a New or Refreshed Sandbox for Testing

Before upgrading or installing FormBuilder Rx, please review instructions on Preparing a New or Refreshed Sandbox for Testing.

Upgrade Instructions

Version 6.3.16, released August 25, 2022

Click here for version notes..

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

Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1R000001Qj6A

Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1R000001Qj6A

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

Background: As of Salesforce Winter '21, the Let guest users see other members of this community setting has been turned off by default in Salesforce orgs with at least one active community created before the Salesforce Winter '20 release.

Impact: What this means for you is that your existing applicant portal users may see an error when they try to log in ("Invalid Username or Password"), and you'll need to take the following steps to turn the setting back on:

  1. Go to Setup

  2. Type "all sites" in the Quick Find box

  3. Click on All Sites when it appears in the search results
  4. On the All Sites page under Digital Experiences, click on Work Spaces next to your Applicant Portal

  5. On the Workspaces page, click on the Administration box

  6. On the Administration settings page, click Preferences in the left column

  7. Check the box for Let guest users see other members of this site. When you check this box, a popup message will appear. (Click OK.)

  8. Click Save

Note:
If you find that this checkbox is already checked, you do not need to take any steps.

For more information on this update, visit the Salesforce documentation.

What to Test

After you install into your sandbox, you should test your Community and Sites pages that have been built with FormBuilder.

For Communities (Application Portals):

  • Check your templates’ appearance on all pages
  • Register as a new portal user
  • Complete an application from start to finish
  • Log out
  • Log in as a full Salesforce user and check the Contact, Application, and all its child records to make sure they were updated with the information you entered on the portal

For Sites:

  • Check your templates’ appearance on all pages
  • Complete a Site form
  • Check the record(s) created on the back end

Report any issues to Enrollment Rx by creating a ticket in Jira Helpdesk.