This document will guide you through the steps needed to upgrade your FieldExpert or ShiftExpert orgs to the new Winter 16′ 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. If you have installed both FieldExpert and ShiftExpert on your org you will have to install the base package only once.

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 Expert managed packages

  • Choose Security Level: Choose the Install for Specific Profiles option and assign the relevant access to the profiles created earlier accordingly (FieldExpert Admin, FieldExpert Employee and FieldExpert Planner for FieldExpert, and ShiftExpert Admin, ShiftExpert Employee and ShiftExpert Planner for ShiftExpert)
    FieldExpert
    FieldExpert Profiles S15

    ShiftExpert
    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).