To upgrade your installation of Geopointe, you will be installing right on top of your existing install. Do not uninstall the application first. If you do, you will lose all of your setup.
Start From AppExchange
The upgrade process can be started from the AppExchange Listing. At the listing, click the Get It Now button to get the process started. It’ll start you off with questions specific to you and your organization. Answer those, sign in and begin the install. As you go through the install process, refer back to this upgrade guide for important information.
New Components
The first screen will show you the current version you are running and the version you are upgrading to. Make note of your current version because you will need it to follow post-install steps below. You can also go to Setup | View Installed Packages in your Salesforce system to see what version of Geopointe you are currently running.
Click Continue once you know your current version.
Access Levels
(does not apply to Group or Professional Edition)
Be sure to apply one of the Geopointe Access Levels to all your Profiles. This will automatically setup those profiles with access to the new objects and Visualforce Pages in the upgrade. Don’t worry, a user still needs a license to access Geopointe. Setting up your profiles will not expose anything to unlicensed users.
Finish Install
Click the install button to finish the install process. The install typically takes about 20 minutes to complete. If you’d like to speed up the process, you can choose to ignore Apex Tests prior to starting the install.
You will get the message below after a couple minutes. The install is now running in the background. Wait for the email saying that the install was successful before doing anything else.
Deploy Custom Objects
After installation is complete, you need to Deploy any new custom objects that came with the application. Go to Setup | View Installed Packages in Salesforce and click through on the Geopointe record.
If the Deploy button is clickable, click it and follow through to Deploy any custom objects that need it.
You will be presented with a list of Custom Objects to deploy. Click the Deploy button again to finish this step.
Additional Steps Based Upon Your Old Version
After the install has completed, there are some additional steps necessary to complete the setup. Use the tabs below to find the appropriate documentation based upon the version you are upgrading from.
You are finished upgrading the base Geopointe functionality.
Analytics
If you are licensed for the Analytics module or are in the midst of a Trial, be sure to check out it’s setup tasks. This solution allows you to map ALL your data in a very interactive user interface.
Search Layouts
You can have buttons on your Views to “Map Records”. Buttons are included in this release for the following objects: Lead, Account, Contact, Opportunity, Case and Geo Location. To add a button to your views, you need to do the following for each applicable object.
Navigate to the Search Layout page for the object you are editing.
Edit the List View record.
Choose the Map Records button as a selected button. Press Save.
The Map Records button will now be available to anyone with a Geopointe license.
Analytics
If you are licensed for the Analytics module or are in the midst of a Trial, be sure to check out it’s setup tasks. This solution allows you to map ALL your data in a very interactive user interface.
My Settings Tab
A new tab was added to the application. Go to Setup | Create | Apps and edit the Geopointe application. Move the My Settings tab over as an available tab and check the box to apply the changes to all users. This will add a tab so users can more easily access their settings page. Prior to this, the page was only available via a link above the map.
Update Geo Location Map Object
This step is not required unless you are storing your own latitude and longitude values on the Geo Locations object. However, you may as well complete the step now in case you ever start to.
Go to the Geopointe Setup tab and edit the geo_location__c Map Object record. You want to fill in the latitude and longitude fields as depicted below.
Search Layouts
You can have buttons on your Views to “Map Records”. Buttons are included in this release for the following objects: Lead, Account, Contact, Opportunity, Case and Geo Location. To add a button to your views, you need to do the following for each applicable object.
Navigate to the Search Layout page for the object you are editing.
Edit the List View record.
Choose the Map Records button as a selected button. Press Save.
The Map Records button will now be available to anyone with a Geopointe license.
Analytics
If you are licensed for the Analytics module or are in the midst of a Trial, be sure to check out it’s setup tasks. This solution allows you to map ALL your data in a very interactive user interface.
