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 6.14.9, released September 22, 2023

Important:
Version 6.14.9 is the patch related to Salesforce Winter '24 Enhanced Domains (learn more here). Be sure to install and test in a sandbox environment before upgrading to production.
For This Version Only: To accommodate Winter '24 Enhanced Domains, you'll need to create a new Remote Site Setting after installing this patch. Add the following information:
  • Remote Site Name field: ERxSecureSite
  • Remote Site URL field: https://enrollmentrxsales.secure.force.com
See the image below for reference.

Sandbox: https://test.salesforce.com/packaging/installPackage.apexp?p0=04tHq000001d7tv

Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tHq000001d7tv

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

To enable the use of DXP Components in Formbuilder Rx, which includes using Formbuilder Rx within a Lightning Community and leveraging Formbuilder Rx in Reader Rx, the following step needs to be taken.

Go to Setup > Custom Settings and select FormBuilder Settings, then Manage. Under Admin Settings, select "edit" and select the "Show DXP Tabs" checkbox, which sets it to True.

By enabling this setting, you will see additional tabs under the Environments List when you navigate to the FormBuilder Rx tab in the app:

Remember:
DXP must be installed for these tabs to be visible.