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You can find the installation links in the the Release Notes. Make sure Please ensure always to always use the latest version. Then open To install, simply click on the link in your browser and proceed directly with. An alternative for you is the installation with the help of the Salesforce AppExchange.
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follow the instructions. Alternatively, you can install ADvendio using the Salesforce AppExchange.
Steps to Update ADvendio release version:
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| Note |
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Important Upgrade Information: Please |
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take a moment to review the crucial instructions on How to upgrade ADvendio |
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1. Login to Salesforce
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Enter your Salesforce User Name.
Enter your Password.
Log in to Salesforce to proceed with the installation.
2. Release link
| Info |
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You can always find the installation links in |
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our Release Notes. |
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Be sure to |
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use the latest version |
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and proceed |
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with the installation as |
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directed. |
3. Install the new Package
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This step shows In this step, you will be able to view the package details like such as the app name, publisher, version name and version number. You can also see all The package components like pages, tabs, objects or fields can also be seen below the description.
Please ensure
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that the "Install for All Users" option is selected before proceeding.
Click on the
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"Install" button to complete the installation process.
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When installing ADvendio, selecting the Install for All Users |
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option will make sure that all ADvendio objects and permissions are available for your profiles. |
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It's usually the best choice for most customers. |
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However, if you're already using ADvendio, |
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planning to update to a new version, and |
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using very specific user profiles, you may want to check out |
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this article 7.1.3.3 Profiles - Access and Object Permissions for more information on how profiles and permissions are set during updates. |
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Note: |
You might be asked to approve third-party access. Please mark the checkbox Yes, grant access to |
these third-party |
web sites and click the button Continue to proceed. |
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The ADvendio package |
requires third-party API access to communicate |
with the |
AdServer. |
This is |
expected behaviour. |
4. Grant Access Rights to Package
Learn more about 7.1.3.3 Profiles - about Profiles, Access and Object Permissions herePermissions here.
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Please wait, until the installation process is completed.
5. Processing
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You will be notified by email when ADvendio is installed successfully. Please click the Done button Done.
6. Compare Versions
You can check in Setup > Installed Packages if the latest version is installed.
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Usually, to be able to use new features, you have to implement them after the update. If you click on the tab release notes you find descriptions on of what the new features does do and how you can implement them.
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