This document will guide you through the steps needed to upgrade your  ShiftExpert orgs to the new Summer 15′ version.

The Expert Apps are a family of apps that share a common base. For that reason,  you will first need to upgrade your base package (ClickBase) and only then will you be able to upgrade your Expert package.

Special Note: It is highly recommended first to install on your sandbox instance so you will be able to test how the new features affect your own customized environment.

 

1.       Upgrade Click Base managed package

This package holds the object model required for FieldExpert and ShiftExpert.

  • Click Upgrade
  • Install Package: click Install and wait for the Install Complete message (if you are notified with This app is taking a long time to upgrade wait for an email message saying the package was installed successfully).

2.       Upgrade ShiftExpert package

  • Choose Security Level: Choose the Install for Specific Profiles option and assign the relevant access to the profiles created earlier accordingly (ShiftExpert Admin, ShiftExpert Employee and ShiftExpert Planner)
    ShiftExpert Profiles S15
  • Click Upgrade and wait for the completion email message (if you are notified with This app is taking a long time to upgrade wait for an email message saying the package was installed successfully).

3.       Post Upgrade Guide