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Leadspace for Salesforce: Upgrade to Package version 4.63.8

  • Updated
This article will detail the specifications and upgrade steps for the new LS4SF package version 4.63.

Upgrade Steps

Installation

  1. Have a Salesforce System Administrator log into the SFDC instance to which you want to install. 
  2. Click the upgrade link here.
    1. Full upgrade link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3m000002GpoC 
  3. Choose Install for All Users and Upgrade
  4. A pop-up may appear (depending on the version you are coming from) asking if you want to allow access to api.aptrinsic.com. Click Yes if you want to allow Gainsight to gather information on your LS4SF package activity and version.mceclip0.png
  5. Click Continue and then Upgrade. Note that the upgrade can take several minutes
  6. This should take you to Setup > Installed Packages. You should see Leadspace for Salesforce package version 4.63.8
  7. Go to the Settings tab and click the Update LS Statuses button. 
  8. Then click the Complete Upgrade button
  9. Click Test Connection and Save and scroll to the top to see the 'Success' message in yellow.

NOTE: Some Test, UAT, and Sandbox instances will not recognize the above link. In these cases, please do the following:

  1. Login to your test env. and copy the full URL from your browser into a Notepad
  2. Delete everything in the URL after your top level domain for the env. For example, you would be left with this:
    1. https://login.testorg.salesforce.com/
  3. Add packaging/installPackage.apexp?p0=04t3m000002GpoC to your trimmed URL and paste into your browser window. 

Cleanup

We now need to do a little cleanup, of some old fields. If you are upgrading from package 4.45 you have likely already done this so disregard if needed.

If using Salesforce Lightning UI, please switch to Classic View as the following is only available in classic.

  1. Go to Setup > Accounts or Leads or Contacts > Fields. Scroll down to Account Custom Fields & Relationships
  2. Look for the fields with the envelope and red X. You’ll notice that the ones to delete have ‘Leadspace’ in the API Name. The new fields have LS instead.
  3. Click ‘Delete’
  4. Repeat this for all 3 standard objects: Contacts, Leads, Accounts

**Note: If you have any active sync definitions that use any of the fields deleted above, you will need to edit the sync definition and replace the deleted criteria/filter with the new version.

Customize Tabs

If you are upgrading from a package older than 3.53.5, we have new Output Mapping tabs to add.

  1. Go to Customize my Tabs and add 3 new output tabs:
    1. Account Output Mapping
    2. Contact Output Mapping
    3. Lead Output Mapping
  2. Remove the Results Output Mapping tab as this is now obsolete

Remote Site Settings 

We now need to cleanup and add some new Remote Site Settings. The 4.63 package comes with a Utility tool that will assist us with creating the proper Remote Site Settings in your SFDC Setup:

  1. In the LS4SF Application, go to the Settings Tab
  2. Scroll to the bottom of the page and click on the LS Utilities button
  3. In the "Remote Site Settings" section of the tool, you should see a message similar to this, where 'customobject' is replaced with the name of your SFDC organization / env.:mceclip0.png
  4. Copy the URL and go to Setup > Remote Site Settings
  5. Click 'New Remote Site' and add the following:
    1. Remote Site Name: LeadspaceRS
    2. Remote Site URL: Paste what you copied from the Utility message
  6. Save and go back to the LS Utility screen
  7. Click 'Fix' and 'Recheck' and you should see a green 'Passed' message. This confirms all other remote sites were created correctly.mceclip0.png
  8. If you do NOT see a green 'Passed' message, you will likely see another URL similar to in Step 3. If you do, copy this URL and go back to Setup > Remote Site Settings > New Remote Site
    1. Remote Site Name:Leadspace_4
    2. Remote Site URL: Paste what you copied from the Utility message
  9. Go back to the utility and click 'Fix' then 'Recheck'. You should now see a green 'Passed' message
  10. Now, in Setup > Remote Site Settings, you should see 5 remote sites

LS Utility Check

  1. Go back to Settings and click LS Utilities button again
  2. If any of the setting throw a red error, click 'Fix' then 'Recheck'

mceclip0.png

Remote Site Settings

  • This should show green passed as we set these up earlier in the setup.

Permission Sets

  • This will likely show a red error if the permission sets were already created in a previous version.
  • Go to Setup > Permission Sets and delete the Leadspace Manager and Leadspace Admin permission sets
  • Go back to LS Utilities and click Fix and Recheck. This will create the permission sets automatically with all needed setup permissions.

If the permission set section still shows an error, we have a workaround:

  1. Go to Setup > Permission Sets
  2. Create new permission set with the following criteria:
    1. Label: Leadspace Admin
    2. API Name: LeadspaceAdmin (no spaces or underscores)
    3. Savemceclip0.png
  3. Go back to the Permission Sets and click on 'Leadspace Admin' 
  4. Scroll to System Permissions 
  5. Edit and enable Customize Application
  6. Save and go back to LS4SF App > Settings
  7. Click the LS Utility and click 'Fix' and 'Recheck' on the Leadspace Permission Sets
  8. This should completely create both permission sets

Leadspace Job Handler

  • If error persists after fix/recheck, please go to Setup > Scheduled Jobs and delete Leadspace Job Handler
  • Go back to LS Utilities and click Fix then Recheck. You should get a green 'Passed' as the utility will correctly re-create the Job Handler job.

Minutely Periodic - Leadspace Job Handler Worker

  • This worker ONLY applies if you have setup and run a new 'Minutely Periodic Sync'. If you have not yet done this, disregard any red error here.

Delete Leadspace Fields from Standard Object

  • This is only applicable if you have toggled 'Custom Objects' in settings. Otherwise, disregard

Bypass Validation Extra Field Created

  • Confirms that extra field was created for the new, bypass validation override in Settings

Clean Records in LS Sync History Object - 

  • Only applies if you are enabling Custom Objects and have already created and mapped standard object fields for leads, accounts, and/or contacts.

Finalize Settings

Once the above has been completed and all LS Utilities have a green 'Pass' message, click on the 'Complete Upgrade' button. 

Then click 'Test Connection and Save' and you should see a green confirmation message.

 

 

 

 

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