Manual Upgrades
To upgrade to the new latest version, follow the same steps as during installation:
- Find Request the Installation link provided by the ClosePlan team and open it from the People.ai team. You can get it from your CS Manager or send an email to support@people.ai
Login into Salesforce as System Administrator
| Info | ||
|---|---|---|
| ||
In some upgrades, you may be asked for the location of the upgrade. If so, follow:
Continue to the next step |
- Select Install for All users Users > click Upgrade
- Wait until ClosePlan successfully installs.
- Installation is usually completed in 5-15 minutes but can sometimes take longer. You will receive an e-mail when the installation is complete.
- NOTE: 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 Technical Support at People.ai (support@people.ai) and forward any error messages presented during the installation. Best practice is to send a full screen screenshot.
| 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:
|
...
Automatic upgrades are governed by ClosePlan People.ai and are pushed to Clients under the following situations:
...
| 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. |
...