App update

Step 1: Perform backup of the configurations of the existing app (Optional)

This step is required from clients using version 5.1 and 5.2

Perform backup of configurations of the existing app (follow these steps).


Step 2: Install the Recent Package (Required)


Install the latest SF version from the AppExchange. The full instruction can be found here.

Step 3: Perform post-update configurations (Optional)


Some versions require post-update configurations to activate the functionality of the new package. Please check the following page for the potential configurations you need to perform.

If you upgrade the version from, for example, version 5.6 to version 5.22, ensure you perform post-update configurations for all versions in between (from 5.6 to 5.22).


Step 4: Testing

Once complete, test Request a Briefing from the SF account and see if the information is being pulled into the Engagement Hub.