This guide will walk you through the upgrade process for the Leadspace for Salesforce (LS4SF) managed package.

Change Log

Requirements

Before proceeding, it is recommended that you contact Leadspace Support or your CSM before upgrading the Leadspace for Salesforce application. We are happy to schedule 45-60 mins. to walk you through the upgrade process and answer any questions.

Some other requirements and recommendations are:

• Salesforce System Admin profile is required to upgrade the package
• It is recommended to upgrade the package in a Sandbox or UAT environment first for testing and review before upgrading in your Production environment(s).

Upgrade Instructions

Upgrade Package

1. Login to Salesforce and click the Package Upgrade Link
2. Choose one of the following options. Note that this selection only pertains to the Leadspace Enrichment Button access and does not dictate access to the LS4SF application:
   • Install for System Admins
   • Install for All Users (Recommended)
   • Install for Specific Profiles
3. Select Yes to Approve Third-Party Access
4. Click 'Done' to be redirected to the Installed Packages screen in SFDC

Once the package is installed, the SFDC Admin will receive an email indicating the upgrade was successful. The Installed Packages screen will also be updated with the Leadspace for Salesforce package and version.

Notes

• Sandbox and UAT instances will sometimes require you to manually append the Salesforce URL with the package install instead of just clicking the install link above. Manually append packaging/installPackage.apexp?p0=04tDp000000DkqX to the end of your Salesforce domain URL and run from Chrome.
• Use the View Components link if you want to see all the components installed with the package
  
  

Complete Upgrade

After the package is installed, you need to select the Complete Upgrade button from the Leadspace for Salesforce Settings.

Note that you only need to access Settings through the App Launcher one time (the first time) to complete the below. Afterwards, you can access Settings through the LS4SF application.

1. Select the App Launcher and search for Settings
2. Select the Complete Upgrade button (at the bottom of the page)

You will see a message that indicates the complete upgrade process is working and you will receive an email when it is finished. This can take up to 5 mins. depending on your environment.

Set Navigation Bar

If you are upgrading from a package prior to 5.x, you will notice a new navigation style in this package. This is called the Tree View Panel. This moves the different application options from a horizontal, tabular view to a vertical view on the left hand side of the page.

After completing the initial setup,  select the pencil edit icon on the far right hand side of the page, under the profile icon.

From here, choose Reset Navigation to Default to remove all unnecessary tabs other than the single ‘Main’ tab for the application. Once this is selected, refresh the page/session.

Health Check

1. (If you are not already in the app) Select the App Launcher and search for Leadspace for Salesforce
2. Select Settings
3. Select the Health Check button (at the bottom of the page)
4. Review the list and look for any warnings in red
5. Select Fix then Scan to resolve any issues. All rows should show a green Passed or No Records to Delete message
   
   

Health Check Definitions

Here are the definitions for each of the assets that the Health Check covers:

• Remote Site Settings: URLs in Setup allow navigation in the app.
• Permission Sets: Four permission sets are created by the package to assign to users who will manage and use the LS4SF Application.
  
  You will see an individual LS Utility line item for each permission set, plus a match line per set for the Field Level Security (FLS) aspect of each permission. For more information on permission sets, please refer to Leadspace for Salesforce: Permission Sets.
  • Admin
  • Manager
  • Single Enrich
  • Sales Tool
    
    
• Leadspace Job Handler: Creates the Scheduled Job Handler which creates enrichment jobs in Salesforce.
• Minutely Periodic - Leadspace Job Handler Worker: Special job handler/scheduler for users that take advantage of Minutely Syncs. This may be green but might not apply if you are not using minutely syncs.
• Bypass Validation Extra Field Creation: Allows an extra field to be created to bypass validation rules for any fields that may conflict with the LS4SF package. This defaults to OFF in settings.
• Clean Records in LS Sync History Object: If older versions of LS4SF have been installed, this utility cleans old, unused, or outdated/renamed fields from the package fields during installation.
• Leadspace Reports Folder: Creates a ‘Leadspace Reports’ folder for included reports such as ‘Revenue Radar’.

Notes

• The Sales Tool permission set is for a future product, and will likely show a red error message as seen in the screenshot above. You can ignore this error for now
  
  

Field Mapping Audit

When you upgrade your LS4SF package, your existing Input Field Mapping and Output Field Mapping will stay the same as it was prior to the upgrade. However, it is a good time to do an audit of your existing Input and Output field mapping in the LS4SF application; especially since there are some new features in package 6.18.

Input Mapping

Input mapping determines the field data you will send to Leadspace for enrichment. All fields selected here should be Standard SFDC fields except for Company LS ID, UG Company LSID, and the LinkedIn Profile fields.

• Open Leadspace for Salesforce app
• Select Input Field Mapping
• Review the fields in each object and make any changes using the dropdowns
• Select Update Mapping when finished

Output Field Mapping

Output field mapping determines the fields and field data that will be returned to Salesforce when enrichment is completed per object. Leadspace recommends that you use the Output Mapping sections to both create new LS fields, and map to the LS custom fields created.

New Output Mapping Features

With 6.18, we've added two new options to determine how you would like to overwrite LS fields upon subsequent enrichments. There are now a total of three override options:

1. Override Empty Fields (default ON for all fields): LS Enrichment will only update the field if the field value is 'blank'
2. Override: LS Enrichment will replace a value in the field unless that new value is 'blank'
3. Allow Blank Override: LS Enrichment will update the field with both a value and a 'blank' value

The Leadspace recommendation is to select both Override Empty Fields and Allow Blank Override. This will ensure that initial enrichment will fill the LS field with data, and that subsequent enrichments will either update the field with new data, or update the field with BLANK should Leadspace no longer have a value for this field. This ensures data hygiene across all fields during your time with Leadspace.

Output Mapping Audit

• In the app, select Output Field Mapping and choose the relevant objects
• Fields that have Active checked have been previously created/mapped and are actively pushing data back from Leadspace when applicable
• For any new fields you would like to create and map, select the following:
  • Active
  • Override Empty Fields
  • Either or both of Override and Allow Blank Override 
• Once all desired fields are marked Active and you've chosen your Override options, select Update Mapping

Update Page Layouts

There are several ways to add Leadspace fields to your page layouts, but one of the new additions to this package is a pre-built component that adds a Leadspace Fields section to your Account, Contact, and Lead Object page layouts.

• From the Setup menu on the desired object page (Account/Contact/Lead), select Edit Page
• In the Lightning App Builder, add a new tab
• Choose Custom tab label and name it ‘Leadspace Fields’ and select Done
• Go to the new tab you created, and on the left, search the custom component ‘LsMappedFieldsLayout’
• Drag and drop it in your new tab
• Select Save and activate the page. The new tab with Leadspace fields is now added to the object

Related Articles

• Leadspace for Salesforce: Permission Sets
• Leadspace Enrich Button
• Event-Based Syncs
• Periodic Syncs
• Run-Once Syncs
• Leadspace Standard & Custom Fields Guide