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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 2505.0, you are on the most recent package and should proceed to the Data Management Upgrade.

Step 2: Manually add the code changes via a Change Set  

Telemarketing is an unmanaged package, so you must manually add the code changes for the Telemarketing package via a Change Set. 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. 

Step 3 - Log into your Sandbox 

Ensure that your sandbox has been refreshed before continuing.

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). 
2102.0 2505.0 (May '25)

Item 1: 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:
    • TelemarketingController
    • TelemarketingControllerTest
    • TelemarketingSettingsController
    • TelemarketingSettingsControllerTest

Item 2: Update API Version on Visualforce Pages

  1. Navigate to Setup and search for Visualforce Pages. 
  2. For the Visualforce page below, click Edit, then the Version Settings tab. Change Salesforce.com API version to 62.0:
    • Telemarketing
    • TelemarketingSettings
Item 3: Test the Changes in Your 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 May '25.
  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 1912.0

    Apex Class:

    • TelemarketingController
    Upgrading from 2102.0

    Apex Class:

    • TelemarketingController
    • TelemarketingControllerTest
    • TelemarketingSettingsController
    • TelemarketingSettingsControllerTest

    Visualforce pages:

    • Telemarketing
    • TelemarketingSettings
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 make changes in 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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