Engage Upgrade

Step 1 - Record the Current Package Version

​Prior to upgrading, you will need to find and record your currently installed version. This will be referenced in Step 3 below. 

1. Navigate to Setup > Installed Packages
2. Search for TargetX_Engage
3. Record your current version number

Note: ​if your current version is 2609.0, you are on the most recent package and should proceed to the Online Application Upgrade.

Step 2 - Install the Upgraded Package 

This is your "ending version" (i.e., the version you want to upgrade to). You can select any version that's higher than your current package version. Packages are cumulative, meaning the upgraded package you select includes all features from previous packages. For example, if you're upgrading from Package A to Package D, that package includes all features from Packages B and C. 

1. Navigate to TargetX Engage: Admin Group to select and obtain the upgraded package.
2. If you receive a message 'installing a Non-Salesforce Application that is not authorized,' check the box to acknowledge and proceed with the installation.
3. Choose "Install for Admins Only." 
   • Remember to update the appropriate Profiles and Permission Sets if additional security is required.

Step 3 - Complete Additional Configurations

After installing the upgraded package (i.e., the ending version), you must complete additional configuration steps to ensure all functionality is available. Use the following chart to complete the additional configurations. Identify your starting package and your ending package, then complete all configurations steps in between. For example, if your starting version is xxxx.1 and you're upgrading to xxxx.4, you'll need to complete all configuration steps for xxxx.2, xxxx.3, and xxxx.4.