Upgrade and Sandbox Testing Instructions

Level of Expertise Needed

Basic Salesforce Admin skill set

Estimated Time Required for Upgrade

10 minutes — install upgrade

What Version Do You Currently Have Installed?

Steps

  • Go to Setup > Installed Packages
  • Click on the name of the Package
    • This opens a Detail page with the Version Name and Number
Note:
If you are upgrading from a version earlier than Summer 2018, be sure to read the Release Notes for any action items or additional steps you need to follow.

Installation Links

For Sandbox Testing Only: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t4M000000GkKF

Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4M000000GkKF

Updates needed after Upgrade

  1. Summer 2020 Post-Installation Steps
  2. Adjust the batch size of your scheduled imports, according to these instructions.
  3. Make sure your Import Rx scheduled jobs are not scheduled to run when other scheduled jobs are running, as these will compete for processing resources and slow the import.

What to Test

Test both a scheduled import and a manual import of your data sources.

Important:
Don't forget to test in a Sandbox first!