How to upgrade your package to a newer package version
1. Install the new package version
- To upgrade to the new Oneflow for Salesforce package, go to AppExchange and download the latest Oneflow package version.
- Watch this video for more information:
2. Reapply customizations
Steps for reapplying customizations:
- Identify Customizations: Review the customizations made to the Oneflow Mapping: Products flow in version 3.x.x. (You can skip this step if you don’t have any customizations in version 3.x.x.)
- Reapply Customizations: After upgrading to version 4.x.x, reapply your previous customizations to the new version of the Oneflow Mapping: Products flow. Refer to Customizing Product Mapping for Contracts (Salesforce 4.x.x and above) for more details about product flow customization.
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NOTE If you are upgrading your Oneflow-Salesforce integration from version 3.x.x to 4.x.x and have made any customizations to the product mapping flow (Oneflow Mapping: Products), please note that those customizations must be reapplied in version 4.x.x. Reason for reapplying customizations: To support the new features introduced in version 4.x.x, changes were made to the Oneflow Mapping: Products flow. This flow now handles product updates from Salesforce to Oneflow, including product mappings to different product groups in the Oneflow contract. As a result, the implementation has changed, and previous customizations will no longer work. You will need to reapply them to the new flow version. |
Benefits of upgrading to version 4.15.0 and above
We have introduced several new and enhanced features in package version 4.x.x of the Oneflow integration:
- Multiple Product Tables Support: You can now transfer product information from Salesforce to Oneflow across multiple product tables.
- Two-Way Synchronization for Product Updates: This version enables two-way synchronization of product-related information between Salesforce and Oneflow (including product creation and deletion). In versions up to 3.x.x, product information could only be transferred one-way, from Salesforce to Oneflow, and within a single product table.
- Sync Contract Value: You can now sync the Opportunity amount (or any other Salesforce field) as a contract value.
- Get Oneflow Contract Comments in Salesforce: View real-time Oneflow comment messages directly from the Salesforce record Activity Log without opening the Oneflow contract.
By following these steps, you can seamlessly upgrade your Oneflow-Salesforce integration to version 4.x.x and take full advantage of the enhanced features and capabilities.