Updating an installed Salesforce package ensures that you have the latest features, security updates, and bug fixes. Follow these steps to upgrade your package while preserving existing data.
Step 1: Access the Installed Package
- Log in to your Salesforce Admin Account.
- Click on the link that was provided by HyperComply.
Step 2: Confirm Upgrade Details and Select Installation Scope
- A new page will display the package name, publisher, and version details.
- Ensure that the new version number is higher than the installed version.
- Choose one of the following installation options:
-
- Install for Admins Only
- Install for All Users
- Install for Specific Profiles
Step 3: Acknowledge and Start Installation
- Check the box acknowledging that you are installing a Non-Salesforce Application.
- Click Upgrade or Install to begin the update process.
- Salesforce will display a progress indicator. The update might take a few minutes depending on the package size.
Troubleshooting Tips
- If the update fails, check Salesforce Trust Status to see if there are system issues.
- Ensure you have the necessary admin permissions to install or upgrade packages.