Upgrade Oneflow for Salesforce

1. Install the new package (version 3.0 and above)

To upgrade to the new Oneflow for Salesforce package, you will need to go to AppExchange to download the Oneflow package.

Read more about the installation process step-by-step here.

2. Add permission set groups

To utilize the updated Salesforce for Oneflow package, your users need to be assigned to Oneflow permission set groups included in version 3.0 and above.

• Oneflow Administrator – gives permissions required to create and view contracts, and configure the application settings.
• Oneflow User – gives permissions required to create and view contracts.

3. Export existing Oneflow contracts statuses

Before updating metadata and status of the contracts, extract a list of the record IDs for the Oneflow contracts object. This can be done using Salesforce Data Loader.

When exporting records from the Oneflow Contracts object via Data Loader, include these columns:

• Salesforce ID (ID)
• OFapp__OF_Status__c (represents contract status)

"Id","OFapp__OF_Status__c"
"a0U5J000000Q2bXUAS","signed"
"a0U5J000000Q2bYUAS","pending"
"a0U5J000000Q2bZUAS","draft"

The extracted .CSV file will later be used for importing after a metadata update (step 4).

4. Update Metadata

You will need to upgrade the metadata in Oneflow for Salesforce integration. The Update Metadata button is available in the Oneflow configuration object. This will reset some statuses of your current Oneflow contracts in the Salesforce widget.

4.1 Upgrade the Oneflow integration and Update metadata

In Oneflow configuration, under the configuration tab, click the Update Metadata button in the Getting started section. Updating the metadata will reset contract statuses in the Salesforce widget.

4.2 Update the authentication

1. Go to Oneflow configuration and use the Getting started tab.
2. In step 3, re-authorize Oneflow in Salesforce to ensure new contracts have the correct status.
3. Press the Configure button and follow the wizard.

5. Import list of Oneflow Contracts to update contract status

To show the correct status in Salesforce for contracts created with older packages, you can either:

• Bulk import a .CSV file (step 5.1)
• Manually update each record (step 5.2)

5.1 Bulk Import

Use the Salesforce Data Import Wizard under Setup. Upload the .CSV file from step 3.

When importing, choose update existing records for the object Oneflow Contracts. Use Salesforce ID as identifier. Map the Salesforce ID and contract status fields.

Updating the records with the .CSV file will fetch and update the correct contract statuses. Read more here.

5.2 Manually update contract status

If you only have a few contracts from previous versions, you can update statuses manually.

Go to the specific object used for contracts. In the Oneflow widget, use the cogwheel to fetch updates from Oneflow. Do this for each contract to update its status.

6. Sync Data fields

Your administrators must re-map data fields in each Oneflow template used in Salesforce.

1. Go to Oneflow configuration.
2. Enable the new data field mapping by pressing Enable.

• Go to the new Data fields tab.
• Press Sync Data fields.

Once synced, update your Oneflow templates with the new data fields. Read more about mapping fields here.

7. Update flows for stage mapping, data fields, participants, products

If you use stage mapping, participants logic, or product mapping, you must update the flows created by the new Salesforce package.

Update the stage mapping flow to reflect your Salesforce pipeline. Update participant logic for contracts created from objects other than Account or Opportunity.

Update the product mapping flow for your Oneflow product tables.