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Leadspace for Salesforce: Upgrade to Package 5.33

  • Updated

What’s New?

LS4SF Package ver. 5.33 has several powerful, new features to take advantage of:

  • NEW! Revenue Radar Reporting: Customers using our Predictive and/or Intent Modeling can generate and customize a revenue radar report using the data enriched through LS4SF. Please review the following article for more information! [Insert Revenue Radar Report article here].

  • NEW! User Interface Tree View: LS4SF tabs are now aligned on the left hand panel to align more with the Salesforce UI. Navigating LS4SF has never been easier!

  • NEW! Permission Set added for Leadspace Enrich Button users: This makes it easier than ever to grant specific users the permissions needed to use the Leadspace Enrich Button on individual records.

  • NEW! Custom Fields added to Event Based Triggers: You can now use SFDC custom fields, like LS fields, to trigger an Event Based Sync for Updated Records. This provides more flexibility in the type of triggers you want to create that launch record enrichment for your changed records.

  • NEW! SFDC Winter Release '24 ready: All metadata APIs have been updated for full compatibility with the SFDC Winter Release.

 

Upgrade Instructions

Install the Package

  1. Have a Salesforce System Administrator log into the SFDC instance to which you want to install. 
  2. Go to the upgrade link here.
    1. Full upgrade link: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tDp0000006RWt 
    2. NOTE: Some Test, UAT, and Sandbox instances will not recognize the above link. In these cases, please do the following:
      1. Log in to your test environment 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: https://login.testorg.salesforce.com/
      3. Add packaging/installPackage.apexp?p0=04t3m000002GpoC to your trimmed URL and paste into your browser window. 
  3. Choose Install for System Admins and Upgrade
    1. A pop-up dialog may appear (depending on the version you are coming from) asking if you want to allow access to api.aptrinsic.com. Select Yes to allow Gainsight to gather information on your LS4SF package activity and version.
  4. Once you choose ‘Upgrade’, you’ll get a message the package is upgrading and an option to click ‘Done’. This will take you to SFDC → Setup → Installed Packages.

    Depending on the size and complexity of your SFDC environment, the upgrade can take up to 10 mins. In these cases, you’ll receive an email when the update is complete.

Complete Upgrade

Before following the steps below, please Pause any  Active Hourly and/or Minutely Periodic Sync Definitions you have running. To do this:

  • Go to Sync Definitions
  • Click on the hyperlink Sync ID
  • Click Edit
  • Click Pause
  • Click Yes

Once you have paused active hourly or minutely syncs, use the SFDC app switcher and access the Leadspace for Salesforce app. The next steps will depend on whether you are using Salesforce Classic or Lightning views:

Classic

Once the package is installed, you will notice the tabs are still in the familiar ‘column’ formation. From here:

  1. Go to the ‘Settings’ tab and click ‘Complete Upgrade’. Wait for the confirmation message. 
  2. It’s recommended also to continue the next steps for ‘Lightning’ in case you’d like to move to Lightning in the future.
  3. Staying in the Settings tab, click on the ‘LS Utilities’ button. This will run a complete utility on the main components of the package updates.


Lightning

Once the package is installed, you should refresh to see the new, tree view UI. Next, go to the Settings tab through the App Launcher  instead of the button on the left panel. If not, you may see the following error:

  1. Go to the Settings tab and click Complete Upgrade. Wait for the confirmation message.
  2. Staying in the Settings tab, click on the LS Utilities button. This will run a complete utility on the main components of the package updates.

You can now resume any paused hourly or minutely periodic sync definitions:

  • Go to Sync Definitions
  • Click on the hyperlink Sync ID
  • Click Edit
  • Click Resume
  • Click Yes

Set Navigation Bar

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.

 

LS Utilities

The LS Utility tool will open in a new tab and run diagnostics on key components of the LS4SF application. Each section has help text in the ? icon next to the title.

The key to the LS Utilities is to look for any red errors or messages. If you see an error in red, you will want to click the Fix then the Recheck buttons on each.

Remote Site Settings: URLs in Setup allow navigation in the app.

  • If this shows any URLs in Red, please click ‘Fix’, then ‘Recheck’
  • You should see a green ‘Passed’ message

Permission Sets: Three permission sets are created by the package to assign to users who will manage and use the LS4SF Application:

  • You may see a green ‘Partial Pass’ on this section which typically means the permission sets have been created correctly. You can reference the Leadspace Permission Sets guide for more information.

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’.

If you have any issues with the LS Utility, or experience any errors that will not resolve by using the ‘Fix’ and ‘Recheck’ buttons, please contact Leadspace Support for assistance.

 

Revenue Radar Reporting

New to package 5.33 is our new Revenue Radar reporting! Customers who are taking advantage of our Intent Modeling and/or Predictive Modeling can generate and customize a revenue radar report.

For more information on Revenue Radar Reporting, please visit https://support.leadspace.com/hc/en-us/articles/9865430129692-LS4SF-Revenue-Radar-Report 

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