About 2024 Release 1

Attention:
The documentation on this page is optional for 2024 Release 1. It's intended for those who are using the Education Cloud data model and/or enabling Person Accounts.

Overview

In our latest release, we've focused on making ERX products compatible with Salesforce’s new offering, Education Cloud and the use of Person Accounts, which combine account and contact information into a single record.

Considerations and Limitations

  1. You must enable Person Accounts in your org before you can check or uncheck “Person Account Model” in Custom Settings.
  2. Only one object model can be used at a time in your org. If the Person Account Model checkbox is checked, the Person Account Model will apply. If unchecked, the Contact Model will be used.

FormBuilder Rx Release Features

Overview

This release makes FormBuilder Rx compatible with Person Accounts as well as the "Individual Application," the standard Application object in Education Cloud. Major release features include changes to:

  1. Site Registration: Person Account can be used instead of Contact
  2. Homepage Builder: Person Account fields are available for criteria
  3. DXP: Users with DXP can set up forms with Person Account and Individual Application

2024 Release 1 Upgrade Guide

Considerations when upgrading ERX products to 2024 Release 1:

  • If you need to enable Person Accounts, install all the latest versions of 2024 Release 1.
  • If you're using a version earlier than 2024 Release 1 and do not need to enable Person Accounts, you'll need to upgrade FormBuilder to be able to use the latest DXP version.
    Note:
    FormBuilder should always be upgraded before DXP, or you will receive errors.
    Product Name Previous Installed Version Upgrade Version
    FormBuilder Rx 2023 Release 1 (6.31.8) 2024 Release 1 (6.43.8)
    Reader Rx 2023 Release 1 (6.15) 2024 Release 1 (6.19.2)
    DXP 2023 Release 1 (1.28) 2024 Release 1 (1.49)
    Events Rx 2023 Release 1 (6.25) 2024 Release 1 (6.29.2)
    Import Rx 2023 Release 1 (6.12) 2024 Release 1 (6.15.1)
    ERX Core 2023 Release 1 (6.20.3) 2024 Release 1 (6.26.4)