Upgrading Geopointe

You will be installing right on top of your existing Geopointe install. Do not uninstall the application first. If you do, you will lose all of your configuration.

Start From AppExchange

The upgrade process can be started from the AppExchange Listing. At the listing, click the Get It Now button to get the process started. It’ll start you off with questions specific to you and your organization. Answer those, sign in and begin the install. As you go through the install process, refer back to this upgrade guide for important information.

New Components

The first screen will show you the current version you are running and the version you are upgrading to. You can also go to Setup | View Installed Packages in your Salesforce system to see what version of Geopointe you are currently running. Click Continue.

Access Levels

(does not apply to Group or Professional Edition)

Be sure to apply one of the Geopointe Access Levels to all your Profiles. This will automatically setup those profiles with access to the new objects and Visualforce Pages in the upgrade. Don’t worry, a user still needs a license to access Geopointe. Setting up your profiles will not expose anything to unlicensed users.

Finish Install

Click the install button to finish the install process. You will get the message below after a couple minutes. The install is now running in the background. Wait for the email saying that the install was successful before doing anything else.