How to upgrade your package to newer package version:
1. Install the new package version
- In order to upgrade to the new Oneflow for Salesforce package you will need to go to AppExchange and download new Oneflow package version.
- Check 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 the next step if you don't have any customizations in version 3.x.x) .
- Reapply Customizations: After upgrading to version 4.x.x, reapply the customizations to the new version of Oneflow Mapping : Products flow. Refer Customizing Product Mapping for Contracts (Salesforce 4.x.x and above) article if you want to learn more about the product flow customization.
Note: If you are upgrading your Oneflow-Salesforce integration from version 3.x.x to 4.x.x and made any customizations to the product mapping flow (Oneflow Mapping: Products) to match your business requirements, please note that those customizations will need to be reapplied in version 4.x.x. Reason for reapplying customizations: To support new features introduced in the new package version, we made some changes 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 of the Oneflow Mapping: Products flow has changed, and previous customizations no longer work. You will need to reapply the customizations to the new flow version.
Benefits of upgrading to version 4.15.0 and above:
We have introduced some new and enhanced features in package version 4.x.x in 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 Products Updates: This version enables two-way synchronization of product-related information between Salesforce and Oneflow (Including product create and delete). In versions up to 3.x.x, product information could only be transferred from Salesforce to Oneflow in a single product table, and synchronization was one-way (Salesforce to Oneflow).
- Sync Contract Value: You can now sync the Opportunity amount (or any other Salesforce field) as a contract value.
- Get Oneflow contract comments to Salesforce Opportunity: This allows you to see real-time Oneflow comment messages from the Salesforce record Activity log without going to 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.