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(OBX+PSX) How to upgrade to the latest Precursive Connect version?

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(OBX+PSX) How to upgrade to the latest Precursive Connect version?
How-to-upgrade-to-the-latest-Precursive-Platform-version
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You can follow the steps below to upgrade to the latest version of the Precursive Platform.
Please coordinate with your Salesforce Admin to run the upgrade.
If you need additional help, please Contact Precursive Support.


The Precursive Platform is comprehensive of 3 installed Packages. Make sure you run the upgrade of these 3 packages all together starting by upgrading Precursive OBX and Precursive PSX first. 

You first need to upgrade to the latest version of 'Precursive' and 'Precursive OBX' before upgrading the 'Precursive Platform' one:

Packages to Upgrade

How-to Articles

Precursive
Precursive OBX
Precursive Connect
Please follow the steps below after having upgraded 'Precursive OBX' and 'Precursive' packages

 

How to upgrade to the newest Precursive Connect version?

Recommended Process for Upgrade

  1. Upgrade 'Precursive OBX' and 'Precursive' packages using the links above
  2. Check what version of the 'Precursive Connect' you are currently running on
  3. Run Upgrade in Sandbox (please see How to Set up a Sandbox if needed)
  4. Complete all needed manual steps (check the table below to understand what is required depending on your current version)
  5. Confirm sandbox works as expected
  6. Run Upgrade in Production
  7. Complete all needed manual steps

Check what Version you are running on

Before upgrading to the newest version, check what version you are currently on. That is useful to know so that you can take all the manual steps required depending on that. To do so:

  1. Go to Salesforce Setup
  2. Search for and select Installed Packages
  3. Check the version number of the 'Precursive Connect' package (namespace prefix = 'psx')
Screenshot 2023-03-29 at 17.09.59.jpg

How to Upgrade

After checking your current version, you can upgrade your Sandbox by using the Installation link below:
 

Sandbox Installation Link


(please see How to Set up a Sandbox ​​​​​​​if needed)

Select 'Install for Admins Only' and tick the checkbox below, then Upgrade.

Upgrade - Install for Admins Only.png

The installation process may take a while. To double-check if the package has been upgraded, you can navigate to the Salesforce Setup > 'Installed Packages' and check the version number for the 'Precursive Connect' package.

Once you completed any required manual step and tested that everything is working in your Sandbox, you can use the link below to upgrade your Production org.

Production Installation Link


Please follow the same process and complete the required manual steps. Then check out our newly released features and how you can enable them on Connected Precursive Platform - Release Notes!

Check Required Manual Steps!

It's time to look back at the version number you were running before. Find 'Your version' and see what manual steps you need to take to complete the setup.

Your Current Version

What to Check After Upgrading

1.12 to 1.19
No Manual Steps Required - Check out our newly released features and how you can enable them on Connected Precursive Platform - Release Notes!
1.9 to 1.11

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