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Release

Topics on Release

How to I find out what Release my organisation is on?

Go to the Setup cog on the top right hand side of the screen. Click Setup. Star T ...

  1. Go to the Setup cog on the top right hand side of the screen. Click Setup.
  2. Star Typing Installed Packages and it should appear in the side menu.
  3. Click on Installed Packages.
  4. Next to Payments2Us in the Version heading is the release edition number. Click here for instructions on how to perform an upgrade.

How can I tell when Salesforce is going to upgrade my instance?

Locate your Salesforce instance Click on the setup cog (top right) Type "Company ...

Locate your Salesforce instance

  1. Click on the setup cog (top right)
  2. Type "Company Information" into the search
  3. Select menu item "Company Information"
  4. Copy the "Instance Name"

Navigate to https://status.salesforce.com/current/maintenances

Enter your instance name (1) and press on the Search icon (2)

Click into result for your instance

Click on the Maintenance Tab (1)

The "Major Release" (2) are the updates that Salesforce performs 3 times a year. This has the planned date/time for your instance.

What is your rollout sequence for upgrades?

We recommend customers install release upgrades in their sandbox instance and tes ...

We recommend customers install release upgrades in their sandbox instance and test areas of the product they use. In particular areas where they may have added custom Flows or custom code.

The general roll out sequence for our upgrades are:

  1. Beta testing and regression testing performed in various test environments
  2. We upgrade our internal instance
  3. Publish to the AppExchange and notify those that are waiting on a particular piece of functionality
  4. Send release communications schedule advising of Sandbox and Production release dates
  5. Push updates to Sandbox
  6. Push updates to Production (generally at least 2 weeks after sandbox and near to the next release being available)

See Scheduled upgrade dates for details of when Push Upgrades will occur.

Why does my instance show pending upgrade or updates available?

It may be that we have a newer release, but have not yet pushed the upgrades to y ...

It may be that we have a newer release, but have not yet pushed the upgrades to your instance. Please see What is your rollout sequence for upgrades? 

Do I need to perform the Post Upgrade updates?

Our upgrades are designed to not impact customers using the App. There should not ...

Our upgrades are designed to not impact customers using the App. There should not be any issues created or change that would break as a result of the upgrade.

We do recommend performing all of the post upgrade steps. These are need to enable new functionality, or can better align your instance to our online user guides.

It may well be that your organisation is not going to use some of the features enabled with the upgrade at this point in time, but they may well wish to use them in the future.

If I install an update directly from the AppExchange, will my existing configuration remain?

If you install an upgrade from the AppExchange, ALL of your existing configuratio ...

If you install an upgrade from the AppExchange, ALL of your existing configurations will remain in place and will NOT be reverted back.

The upgrades do NOT items that are administrator configurable. This include Page Layouts, picklist values.

As these items are not updated, it is important that you apply the post upgrade steps for all releases between the currently installed release and the upgraded release being installed.