Learn how to install updates for Dotdigital for Salesforce.
Overview
When a newer version of the Dotdigital for Salesforce package is detected, the Configuration tab displays a notification. You can start the upgrade process from here.
Before you start
Things you need to know:
- Upgrades can only be performed by a Salesforce system administrator.
Upgrade the package
To upgrade your Dotdigital for Salesforce package:
- In Salesforce, go to Configuration.
- Select the download link in the upgrade notification banner.
This displays your installed version and the available update version, as well as displaying links to related documentation. - Select the relevant installation type for your Salesforce instance:
- Production/Full
- Sandbox/Demo
- You're prompted to log in, after which the details for the package upgrade are displayed. Check and verify the information, then select Upgrade.
You receive a notification once the upgrade is complete.