Upgrading Geopointe

When a new release of Geopointe is available, you can install it right on top of your existing Geopointe installation. Do not uninstall the application first. If you do, you will lose all of your configuration.

Start From AppExchange

Start from the AppExchange Listing for Geopointe. Click the Get It Now button to get the process started. You will be asked basic questions about you and your organization, then prompted to 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 navigate to the Installed Packages page in Salesforce Setup 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.