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Old Version 6

changes.mady.by.user Anna Madajova

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New Version 7

changes.mady.by.user David Depman

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Info
titleNOTE

In some upgrades, you may be asked for the location of the upgrade.  If so, follow:

  • Choose where you want to install the application and click Install Here
    •  Install in this org = installation Installation to your production Production organization 
    • Install in a Sandbox org = installation Installation to your sandbox Sandbox organization

Continue to the next step

  • Select Install for All users > click Upgrade
  • Wait until ClosePlan successfully installs.
    • Installation can take longer than you think. You will receive an e-mail when the installation is complete.
    • NOTE: there  There may be additional issues which may prevent installation, such as specific configurations in your Salesforce organization. In such cases, please contact the ClosePlan team and forward any error messages presented during the installation.

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Info

Salesforce uses persistent caching, which may prevent new changes from being applied instantly or may even present temporary errors until the session is refreshed.

This behavior can be solved by temporarily turning persistent caching OFF:

  • Go to Setup > in the Quick Find box enter Security > find Session Settings and open it
  • Find the section: Caching. Disable: Enable s 
  • Click Save 

  • Refresh ClosePlan and continue with New Version Upgrade

    Note

    After completing New Version Upgrade, reactivate Enable s



Automatic Upgrades

Automatic upgrades are governed by ClosePlan and pushed to Clients under the following situations:

  • Client agrees to automatically receive the latest version upgrades.
  • Client approves new version install when requested.


Note

Minor version upgrades are usually done automatically after version release. Minor versions are restricted in terms of content by Salesforce and cover hot-fixes or impact-free updates.

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