AddressPlus Upgrade
Step 1 - Record Your 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.
- Navigate to Setup > Installed Packages
- Search for TargetX_AddressPlus
- Record your current version number
Note: if your current version is 2505.0, you are on the most recent package and should proceed to the Application Requirements Manager.
Step 2 - Manually add the code changes via a Change Set
AddressPlus is an unmanaged package, so you must manually add the code changes for the AddressPlus package via a Change Set. You must complete the steps in a sandbox environment before pushing to production via an Outbound Change Set.
Step 3 - Log into your Sandbox
Ensure that your sandbox has been refreshed before continuing.
|
Starting Version |
Ending Version |
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). |
|---|---|---|
| 1.2 | 2505.0 (May '25) |
Item 1: Update API Version on Apex Classes
Item 2: Update API Version on Apex Triggers
|
Item 3: Test the Changes in Your Sandbox
Item 4: Create an Outbound Change Set
- Navigate to Setup and search for Outbound Change Sets.
- Select New.
- Name the Change Set, for example, AddressPlus Upgrade May '25.
- Add a Description and Save your changes.
- In the Change Set Components section, select Add.
- Select a Component Type of Visualforce Page or Apex Class, depending on your changes.
- 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 1.2
Apex Classes:
- addressPlusAccountZipLookup
- addressPlusContactZipLookup
- addressPlusLeadZipLookup
- zipTriggerTests
Apex Triggers:
- preInsertAccount
- preInsertContact
- preInsertLead
- preUpdateAccount
- preUpdateContact
- preUpdateLead
Item 5: Upload your Change Set
- From the Change Set, you created above, select the Org to which you want to send the Change Set.
- 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 6: Validate the Change Set in your Production Org
- Login to your production Org.
- Navigate to Setup and search for Inbound Change Sets.
- The Change Set you uploaded should be available under Change Sets Awaiting Deployment.
- Click the Change Set you want to deploy.
- Click Validate.
Item 7: Deploy the Change Set in your Production Org
- Login to your production Org.
- Navigate to Setup and search for Inbound Change Sets.
- The Change Set you uploaded should be available under Change Sets Awaiting Deployment.
- Click the Change Set you want to deploy.
- Click Deploy. For additional information on deploying Change Sets, please see Salesforce Help & Training article "Deploying a Change Set"
Item 8: Your upgrade is complete
No further configuration is required. You may proceed to the Application Requirements Manager.