Communities Upgrade

Step 1 - Record the Current Package Version 

​Prior to upgrading, you will need to find and record your currently installed version:

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

Note: ​if your current version is 2602.0, you are on the most recent package and should proceed to the Application Review Upgrade. See also: How can I tell which version of Communities I'm on when I 'manually' upgrade Communities.

Step 2 - Choose an Upgrade Path 

Communities is an unmanaged package. You have two options to upgrade the Communities package:

Upgrade Path Option 1:  Delete and Reinstall Communities

With this option, you will need to Uninstall the existing Communities package and install the latest package. You will need to reapply any customizations you had previously applied. 

Tip: Take screenshots, or copy them to Notepad, to document your page names/assignments before uninstalling Communities.

Item 2: Check for the Custom Object tab 
  1. Navigate to Setup and search for Tabs.
  2. Check to see if you have a Custom Object tab for Community Themes.
    • If you do NOT have the tab, proceed to the next step.
    • If you DO have the tab, Delete the tab and then proceed to the next step.
    • If you DO have the tab but do NOT have the option to Delete it, proceed to the next step.
Item 3: Install the Upgraded Package Edit section

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 Recruitment Suite: Admin Group or  TargetX Online App: Admin Group to select and obtain the upgraded package. 
  2. Choose "Install for Admins Only." 
    • Remember to update the appropriate Profiles and Permission Sets if additional security is required.
Item 4: Reapply Community Settings
  1. Navigate to Setup and search for Digital Experiences (formerly All Communities).
  2. Select the Workspaces link for the Community you want to review.
  3. Click Administration, then Members.
  4. Add your Community User profile to the list of selected profiles (make sure you also leave the system administrator there).
  5. Select Save.
  6. Under the Administration tab on the left, select login & registration
  7. Under "Login," select VisualForce Page.
  8. Select the TX_CommunitiesLogin Visualforce page for your login page
  9. Under the "Password" section
  10. Under Forgot Password, select Visualforce Page
  11. Select TX_ForgotPassword
  12. Under Change Password select Visualforce Page
  13. Select TX_ChangePassword
  14. Under "Registration," click "Allow external users to self-register."
  15. Select VisualForce Page.
  16. Select TX_CommunitiesSelfReg as the self registration VisualForce page.
  17. Under "Assign Registering Users to," choose the Community User profile and Community User Account. If you don't see these profiles, select view ALL.
  18. Select Save.
  19. Choose Email on the left, and update to the appropriate email address.
Item 5: Reapply your Customizations 

If you are unsure about what customizations you have, you can save the Visualforce pages as text documents to use as a backup after upgrading. You can then use a free tool like textcompare.com to view the differences between your 'backup' file and the updated components.

Item 6: Enable CAPTCHA 

CAPTCHA was introduced in the 1902.0 version of Communities. Follow the steps to Configure CAPTCHA for the Online Application.

Item 7: Your upgrade is complete. 

Do not proceed to Upgrade Path Option 2. You may proceed to the Application Review Upgrade.

Upgrade Path Option 2: Manually add the code changes via a Change Set

If you completed all the steps for Upgrade Path Option 1, you do not need to complete the following changes. With Option 2, you do not install a new package but manually apply the latest changes to the unmanaged package using the information below. If you choose this option, you must complete the steps in a sandbox environment before pushing to production via an Outbound Change Set.

Your starting package version number determines what, if any, additional configuration steps may be required. Please click the link for your initial version number (identified in Step 1 above) from the list below. You will be directed to the first step required for your upgrade and should complete all steps that follow. If you do not see your version number listed, please get in touch with the TargetX Support team. 

 

Starting Version

This is the version you currently have installed, as Identified in Step 1.

Ending Version

This is the upgrade you are installing, as selected in Step 2.  

Configuration Steps by Release

These are the steps you need to complete, from the starting version to the ending version. For example, if your starting version is 2205.0 (May '22) and you're upgrading to 2208.6 (August '22), you'll need to complete the configuration steps for 2206.3 (June '22), 2207.0 (July '22), and 2208.6 (August '22). 
2411.1 2505.0 (May '25)

Item 1: Update TX_UniqueNicknameTests Apex Class

Each block listed below is considered a complete unit. If you notice any discrepancies, replace the entire block with the recommended version and verify its functionality in a sandbox environment.

  1. Navigate to Setup and search for Apex Classes.
  2. Click Edit on the TX_UniqueNicknameTests class.
  3. Locate the following line: 
System.assert(nickname2 + '_amamama.com' == [select CommunityNickname from User where Id =:u2.Id].CommunityNickname);
  1. Replace the above line with:
System.assert(([select CommunityNickname from User where Id = :u2.Id].CommunityNickname).StartsWith(nickname2));

Note: if the above lines don’t exist in your Apex class version, follow these steps:

  1. Locate the following line: 
nickname = [select CommunityNickname from User where Id = :u2.Id].CommunityNickname;
System.assertEquals(40, nickname.length());
  1. Replace the above line with:
System.assert(([select CommunityNickname from User where Id = :u2.Id].CommunityNickname).StartsWith(nickname2));

Item 2: Update TX_CommunitiesSelfReg Visualforce Page

Each block listed below is considered a complete unit. If you notice any discrepancies, replace the entire block with the recommended version and verify its functionality in a sandbox environment.

  1. Navigate to Setup and search for Visualforce Pages. 
  2. Click Edit on the TX_CommunitiesSelfReg page.
  3. Around line 63, locate the following line:
<apex:commandButton action="{!registerUser}" styleClass="targetx-button" value="{!$Label.site.submit}" id="submit" onclick="this.onclick=function(){return false;}"/>
  1. Replace the above line with:
<apex:commandButton action="{!registerUser}" styleClass="targetx-button" value="{!$Label.site.submit}" id="submit" status="submitStatus"/>
  1. On the next line, paste the following after </div>
<apex:actionStatus id="submitStatus">
  <apex:facet name="start">
    <script>
      var submitBtn = document.getElementById('submit');
      if (submitBtn) {
        submitBtn.disabled = true;
      }
    </script>
  </apex:facet>
  <apex:facet name="stop">
    <script>
      var submitBtn = document.getElementById('submit');
      if (submitBtn) {
        submitBtn.disabled = false;
      }
    </script>
  </apex:facet>
</apex:actionStatus>
  1. Save your changes.

Item 3: Update API Version on Apex Classes

  1. Navigate to Setup and search for Apex Classes.
  2. For each of the classes listed below, go to Edit, select the Version Settings tab, and set the Salesforce.com API version to 62.0:
    • com_sudo
    • TX_AutocompleteController
    • TX_AutocompleteControllerTests
    • TX_ChangePasswordController
    • TX_CommunitiesLandingController
    • TX_CommunitiesLoginController
    • TX_CommunitiesProvisionController
    • TX_CommunitiesSelfRegConfirmController
    • TX_CommunitiesSelfRegController
    • TX_FLSChk_Test
    • TX_FLSChk
    • TX_ForgotPasswordController
    • TX_MyProfilePageController
    • TX_SiteLoginController
    • TX_sObjectRemote
    • TX_TestCommunities
    • TX_TestProvision
    • TX_TestSObjectRemote
    • TX_testTools
    • TX_UniqueNicknameHelper
    • TX_UniqueNicknameTests

Item 4: Update API Version on Apex Triggers

  1. Navigate to Setup and search for Apex Triggers.
  2. For each of the triggers listed below, go to Edit, select the Version Settings tab, and set the Salesforce.com API version to 62.0:
    • TX_MakeUniqueNickname 

Item 5: Update API Version on Visualforce Pages

  1. Navigate to Setup and search for Visualforce Pages. 
  2. For each Visualforce page below, click Edit, then the Version Settings tab. Change Salesforce.com API to 62.0:
    • TX_ChangePassword
    • TX_CommunitiesHome
    • TX_CommunitiesLanding
    • TX_CommunitiesLogin
    • TX_CommunitiesProvision
    • TX_CommunitiesSelfReg
    • TX_CommunitiesSelfRegConfirm
    • TX_CommunitiesTemplate
    • TX_ForgotPassword
    • TX_ForgotPasswordConfirm
    • TX_MyProfilePage
    • TX_SiteLogin
  3. If your sites utilize custom Communities templates or corresponding Community Theme records, you should update them accordingly.

Item 6: Update API Version on Visualforce Components

  1. In the Setup, Quick Find text box enter Visualforce Components and select it.
  2. For each file below, click Edit, then the Version Settings tab. Change Salesforce.com API to 62.0  and Save.
    • TX_Autocomplete
    • TX_SiteLogin
    • TX_sObjectRemote
2505.0 2602.0 (February '26)

Item 1: Update TX_CommunitiesSelfRegController Apex class

  1. Navigate to Setup and search for Apex Classes.
  2. Locate TX_CommunitiesSelfRegController and select Edit.
  3. Locate the following, around line 6:

public String accountId {get;set;}

  1. Update the line to:
public String accountId {get;set {accountId = value?.trim().escapeHtml4().escapeJava(); } }

Example: TX_CommunitiesSelfRegController.jpg
    Item 4: Test the Changes in Your Sandbox 
    1. Login to your Community using an existing test user.
    2. Verify they can create an Application, submit payment, etc.
    3. Register a new test user.
    4. Verify they can create an Application, submit payment, etc.
    5. Test any additional processes that are important to your institution.
    Item 5: Create an Outbound Change Set
    1. Navigate to Setup and search for Outbound Change Sets.
    2. Select New.
    3. Name the Change Set, for example, Community Upgrade February '24.
    4. Add a Description and Save your changes.
    5. In the Change Set Components section, select Add.
    6. Select a Component Type of Visualforce Page or Apex Class, depending on your changes.
    7. Click the checkboxes for the Apex Classes, Visualforce Components, or Visualforce Pages you updated in previous steps, depending on your starting version. For example:
       
      Upgrading from 2206.0 Visualforce Page:
      • TX_ChangePassword
      Upgrading from 2209.0 Apex Class:
      • TX_TestCommunities
      Upgrading from 2210.0 Component:
      • TX_SiteLogin

      Visualforce Page:

      • TX_CommunitiesProvision
      • TX_CommunitiesTemplate
      Upgrading from 2211.0

      Apex Class:

      • TX_AutocompleteController
      Upgrading from 2402.0

      Apex Class:

      • TX_CommunitiesSelfRegController
      Upgrading from 2411.1

      Apex Classes:

      • com_sudo
      • TX_AutocompleteController
      • TX_AutocompleteControllerTests
      • TX_ChangePasswordController
      • TX_CommunitiesLandingController
      • TX_CommunitiesLoginController
      • TX_CommunitiesProvisionController
      • TX_CommunitiesSelfRegConfirmController
      • TX_CommunitiesSelfRegController
      • TX_FLSChk_Test
      • TX_FLSChk
      • TX_ForgotPasswordController
      • TX_MyProfilePageController
      • TX_SiteLoginController
      • TX_sObjectRemote
      • TX_TestCommunities
      • TX_TestProvision
      • TX_TestSObjectRemote
      • TX_testTools
      • TX_UniqueNicknameHelper
      • TX_UniqueNicknameTests
         

      Apex Triggers:

      • TX_MakeUniqueNickname

      Visualforce Pages:

      • TX_ChangePassword
      • TX_CommunitiesHome
      • TX_CommunitiesLanding
      • TX_CommunitiesLogin
      • TX_CommunitiesProvision
      • TX_CommunitiesSelfReg
      • TX_CommunitiesSelfRegConfirm
      • TX_CommunitiesTemplate
      • TX_ForgotPassword
      • TX_ForgotPasswordConfirm
      • TX_MyProfilePage
      • TX_SiteLogin
      • TX_CommunitiesSelfReg

      Visualforce Components:

      • TX_Autocomplete
      • TX_SiteLogin
      • TX_sObjectRemote
      Upgrading from 2505.0

      Apex class:

      • TX_CommunitiesSelfRegController

    Note: If you need to create the additional Apex Classes from the article listed above, check the boxes for those as well:

    • TX_FLSChk
    • TX_testTools
    • TX_FLSChk_Test
    Item 6: Upload your Change Set
    1. From the Change Set, you created above, select the Org to which you want to send the Change Set.
    2. Click Upload.

    Note: Uploading the Change Set will send it to the Target Org; it will NOT make changes in your production Org until you Deploy the Change Set.

    Item 7: Validate the Change Set in your Production Org 
    1. Login to your production Org.
    2. Navigate to Setup and search for Inbound Change Sets.
    3. The Change Set you uploaded should be available under Change Sets Awaiting Deployment.
    4. Click the Change Set you want to deploy.
    5. Click Validate.

    Notes: 

    • If you get Code Coverage errors, please see the article: Resolving Code Coverage errors when validating an Inbound Change Set for Communities?
    • When testing the 2402.0 update, use the TX_AutocompleteController to validate against the TX_AutocompleteControllerTests test.
    • When validating the 2505.0 update, use TX_AutocompleteControllerTests, TX_FLSChk_Test, TX_TestCommunities, TX_TestProvision, TX_TestSObjectRemote, TX_UniqueNicknameTests to run specified tests.
    • Otherwise, run the specified test for the inbound change set = TX_TestCommunities.
    Item 8: Deploy the Change Set in your Production Org 
    1. Login to your production Org.
    2. Navigate to Setup and search for Inbound Change Sets.
    3. The Change Set you uploaded should be available under Change Sets Awaiting Deployment.
    4. Click the Change Set you want to deploy.
    5. Click Deploy. For additional information on deploying Change Sets, please see Salesforce Help & Training article "Deploying a Change Set"
    Item 9: Your upgrade is complete 

    No further configuration is required. You may proceed to the Application Review Upgrade.