Salesforce Upgrade App Process

Upgrading the Salesforce app will NOT affect your running leaderboards of configurations completed in the Salesforce app in regards to changes to the fields, or filters.

Upgrading from version 2.21 (or lower)

If you are currently running version 2.21 or lower you will need to install a patch version before upgrading to the latest version.

Access to this patch version can be found by following this link: https://go.spinify.com/sf2.21.1

After clicking this link you will be redirected to login to Salesforce (if you are not already) and it will automatically start the install process simply follow the prompts to install the app.

Once 2.21.1 is installed, you can continue with installing the latest version (see instructions below).

Upgrading from version 2.22 (and above)

To upgrade to the latest version you can access it by following this link: https://go.spinify.com/salesforce-app

To install this version click on the above link to go to the latest version on the AppExchange.  Then click the install button and follow the prompts to install the app in the desired account.

Once installed follow these steps to reactivate the sync process.

1. Go to the Spinify App.

2. Click on "Spinify Setup" if not already on the Setup page.

3. Click "Select User" in the "Sync Power User" box

power_user.png

4. You will be redirected to a login page.  Choose to login with your Salesforce credentials.

5. After entering your details you will be redirected to the Setup page with links to add users, edit the advanced sync or choose a user to sync the data with.  Your Salesforce data will automatically pick up where you left off before upgrading the account.  It will continue to sync the fields you customized previously.

If you have any questions regarding the upgrade process you can contact Spinify Staff for assistance:

https://go.spinify.com/salesforce-upgrade-help

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