Log in to Salesforce as a System Administrator. Check the box to acknowledge this is a non-native Salesforce App and approve installation. Click Upgrade. Note: This may take a while. You will receive an email when the installation is complete. No further configuration changes are necessary.
- From Setup, enter Users in the Quick Find box, then select Users.
- Click Edit next to the user you want to upgrade.
- Select the new license, profile, and role for the user.
How do I implement Salesforce?
- It allows editing templates and controlling any changes made within a document.
- You can send signature requests to multiple individuals, adding their roles and request expiration dates.
- There are numerous features for adding initials. You can draw, type or capture them with a camera.
How to train your users on Salesforce?
Train users to do their jobs in Lightning Experience so they’re comfortable and productive from day one of your launch. A good starting point is self-paced training. Direct your users to Trailhead and the Learn to Work in Lightning Experience trail. The two modules in this trail are designed to show Salesforce Classic users how to switch ...
How to get the Salesforce free version?
To cover the Salesforce basics, go through the following Salesforce ‘trails’ (free training modules:
- Admin Beginner [ 1]
- Admin Intermediate [ 2]
- Developer Beginner [ 3]
How to check your Salesforce version?
Using Windows Command Prompt or Mac OS’ terminal and run nslookup
- Press and hold ‘Windows’ key on keyboard and press ‘R’ letter key
- Windows Run Dialog will open. Type ‘cmd’ and hit ‘Enter’
- Type ‘nslookup’ followed by ‘yourdomain.my.salesforce.com’ and hit ‘Enter’
- You will see your instance name below in the line which starts with ‘Name:xy1’ where ‘xy1’ will be your instance.
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How long does Salesforce take to upgrade?
Salesforce takes up to five minutes for upgrades and users will not see any difference when using the new Salesforce release.
Who is Chhavi from Salesforce?
Chhavi is a software developer with more than 7 years of experience. She is a certified professional with strong expertise in REST API integration, lightning aura framework, and Salesforce CPQ. She is an ardent reader and loves to write around technology subjects in her leisure time.
Instructions
Steps required to upgrade vary depending on the current version of the Salesforce package that you have installed.
Upgrade from ActOnInfo 1.84 or below
Your Salesforce Administrator must make some configuration changes to your Salesforce account settings to access all of Act-On's features.
How to manage Salesforce account?
You can manage your account by clicking the Setup gear in the top right corner of Salesforce and selecting Your Account (Lightning Experience), or using this link .
How to make a one time payment on Salesforce?
To make a one-time credit card payment of an invoice: Navigate to Your Account. Click “View Your Invoices” in the right box. You will be redirected to Salesforce Checkout. Click the “Pay Invoice” button in the Invoices section of the homepage of Checkout.
How to view past statements in Salesforce?
Click “View Your Statements” in the right box. You will be redirected to Salesforce Checkout, where you can view all past Salesforce statements. Click the “Payments” tab for more detail.
What is the renewal date on a contract?
Your renewal date is the ENDS ON date shown. Your contract will auto-renew if “ON” is shown in green.
What does this mean for you, and why is Salesforce CPQ making this change?
Automatic upgrades has always been a cornerstone of Salesforce. Automatic upgrades removes the burden of upgrading the CPQ software from you, and keeping all of our customers on the latest and greatest version reduces confusion, reduces support and other operational costs, helps us resolve any problems that arise with increased efficiency, and gets new features into your hands more quickly.
What changed?
Salesforce CPQ has moved to automatic upgrades for the annual Spring, Summer, and Winter releases which began with Summer '18. The automatic upgrades are applicable to customers on CPQ version 208 and later. Product and Service notification emails were sent to inform users of the change.
