Please have your Designated Support Contact submit a support ticket for the upgrade links. Once the links are available, the Support Team will respond to the ticket.
Pre-Installation Steps
Complete these mandatory steps before installing the new Elements Major Release 2. The pre-install steps should be completed by an active Salesforce user with the System Administrator profile and is assigned the following permission sets -
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Salentica Elements Workflow Manager Administrator
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Salentica Elements Workflow Manager
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Salentica Elements Workflow Manager Approver
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Salentica Elements Configuration
Page Layout and custom object changes for Workflow Step object
Page Layout and custom object changes for Workflow Launcher Step object
Page Layout and custom object changes for Workflow Template Step object
Update New Business Type Field
Page Layout and custom object changes for Workflow Step object
1. Click on the gear icon at the top-right corner of the Elements home page and select Setup
2. Click on the Object Manager tab and type the keyword Workflow Step in the Quick Find search bar on the right side. Click the Workflow Step object within the Label column
3. Click the Fields & Relationships menu option on the left side of the object detail page to display all the fields of the Workflow Step object
4. Type the keyword Assignee Role in the Quick Find search bar and click the custom field label
5. Scroll down to the Values section. Click the New button and type Queue in the text box and click Save. Scroll down to the Values section to ensure the new value is created
Page Layout and custom object changes for Workflow Launcher Step object
1. From Setup>Home tab, click on the Object Manager tab and type the keyword Workflow Launcher Step in the Quick Find search bar on the right side. Click the Workflow Launcher Step object within the Label column
2. Click the Fields & Relationships menu option on the left side of the object detail page to display all the fields of the Workflow Launcher Step object
3. Type the keyword Assignee Role in the Quick Find search bar and click the custom field label
4. Scroll down to the Values section. Click the New button and type Queue in the text box and click Save. Scroll down to the Values section to ensure the new value is created
Page Layout and custom object changes for Workflow Template Step object
1. From Setup>Home tab, click on the Object Manager tab and type the keyword Workflow Template Step in the Quick Find search bar on the right side. Click the Workflow Template Step object within the Label column
2. Click the Fields & Relationships menu option on the left side of the object detail page to display all the fields of the Workflow Template Step object
3. Type the keyword Assignee Role in the Quick Find search bar and click the custom field label
4. Scroll down to the Values section. Click the New button and type Queue in the text box and click Save. Scroll down to the Values section to ensure the new value is created
Update New Business Type Field
1. From Setup>Home tab, click on the Object Manager tab and type the keyword New Business in the Quick Find search bar on the right side. Select New Business
2. Select Fields & Relationships
3. Type the keyword New Business Type in the Quick Find search bar and click the custom field label
4. Scroll down to the Values section. Ensure all the following values are available and active:
- Company
- Distribution Channel
- Distribution team
- Financial Account
- Investment Account
- Portfolio
- Relationship
Install Salentica Elements
1. Determine if you are going to install the updates to your Production or Sandbox environments.
2. Using the Salentica Elements upgrade link provided by support, log in with your Salesforce credentials. Note: please make sure to use the Admin credentials to install the upgrade correctly.
3. On the upgrade screen, select Install for Specific Profile. Check the Acknowledgement box. ->DO NOT CLICK UPGRADE JUST YET<-
4. Scroll down and make the following selection for the highlighted profile, and any other custom profiles you use.
5. Scroll back up and click Upgrade.
6. Go take a coffee/tea break as this will take about 5-10 minutes to complete.
7. Congratulations, you’ve successfully upgraded Elements to the latest version.
Next Step: Use this article to learn how to incorporate the latest upgrades into your Elements.
