Application Review Upgrade

Step 1 - Record the Current Package Version

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

Navigate to Setup > Installed Packages
Search for TargetX_Reader or TargetX Decision
Record your current version number

Note: if your current version is 2405.0 you are on the most recent package and should proceed to the Retention 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.

Navigate to TargetX Application Review: Admin Group to select and obtain the upgraded package.
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.

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).
2211.0	2212.0 (December '22)	No configuration steps.
2212.0	2302.1 (February '23)	No configuration steps.
2302.1	2305.2 (May '23)	No configuration steps.
2305.2	2309.0 (September '23)	Item 1: Configure Application Review Settings Before enabling the new settings, review your automations, particularly if you have created Flows or custom Workflows, to ensure uninterrupted functionality. This will help prevent any disruptions to your established processes. To enable the App Review Completed Date trigger, follow these steps: Navigate to the Application Review Settings tab. Check the Set App Review Completed Date checkbox. Item 2: Disable Managed Workflow You should disable the managed workflows as they are now deprecated: Navigate to Setup and search for Workflow Rules. Click Deactivate for the deprecated Workflow: Completed Date Item 3: Upgrade Complete No further configuration is required.
2309.0	2405.0 (May '24)	No configuration steps. You may proceed to the Retention Upgrade.