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Telemarketing Upgrade

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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. 

  1. Navigate to Setup > Installed Packages
  2. Search for TargetX Telemarketing
  3. Note the version number

Note: if your current version is 2102.0, you are on the most recent package and should proceed to the Data Management Upgrade.

Step 2: Choose an Upgrade Path

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

Option 1:  Delete and Reinstall Telemarketing

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

Item 1: Uninstall Telemarketing package
  1. Navigate to Setup and search for Installed Packages.
  2. Find TargetX Telemarketing and select Uninstall.

Note: if references still exist for Telemarketing components upon Uninstall, you will receive the error 'Unable to Uninstall Package.' A list of Problems will display for any Components that are still in use. You will need to update these components to remove the Telemarketing references and Uninstall again.

Item 2: Install the Upgraded Package

  1. 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. 

  2. Navigate to TargetX Recruitment Suite: Admin Group to select and obtain the upgraded package. 
  3. Choose "Install for Admins Only." 
    • Remember to update the appropriate Profiles and Permission Sets if additional security is required.
Item 3: Your upgrade is complete

Do not proceed to Option 2. Proceed to the Data Management Upgrade.

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). 

1912.0

2102.0 (February 2021)

Item 1: Log into your sandbox 

Ensure that your sandbox has been refreshed before continuing.

Item 2: Update TelemarketingController Apex Class

  1. Navigate to Setup and search for Apex Classes.
  2. Select the TelemarketingController class and click Edit.
  3. Select the following lines, which will be around Line 439/440, and delete them:

  1. Save your changes.

Item 3: Validate the Code Changes in Sandbox

  1. Login to your sandbox using an existing Telemarketing test user.
  2. Verify they can create a Telemarketing campaign, update a Call Status, etc.
  3. Test any additional processes that are important to your institution.

Item 4: 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, Telemarketing Upgrade February '21.
  4. Add a Description and Save your changes.
  5. In the Change Set Components section, select Add.
  6. Select a Component Type of Apex Class.
  7. Click the checkboxes for the Apex Class you updated in previous steps.

Item 5: 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 change your production Org until you Deploy the Change Set.

Item 6: 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.

Item 7: 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 8: Your upgrade is complete

  1. See the article: Creating a Telemarketing tab if you wish to create a tab for Telemarketing.
  2. If you wish to create a Lightning App, see the article: Creating the Telemarketing app in Lightning.
  3. No further configuration is required. Proceed to the Data Management Upgrade.
 

 

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