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

Version 6.9.7, released September 22, 2023

Click here for the latest version notes.

Important:

Version 6.9.7 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=04t2L000000AagR

Production: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t2L000000AagR

High-Level Instructions

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: