Required Steps after Upgrading to Precursive OBX version 20 (Summer '21)

Check the required steps you need to take when upgrading Precursive OBX from version 19.* or lower.

03-Apr-2023
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Required Steps after Upgrading to Precursive OBX version 20 (Summer '21)

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Required-Steps-after-Upgrading-to-Precursive-OBX-version-20-Summer-21

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If your Precursive OBX version is 20.* or lower, after upgrading to the latest version please make sure you follow the steps below. Please see How to upgrade to the latest Precursive OBX version? for more information.

Run Critical Upgrade Actions

When upgrading to Precursive OBX Summer '21 you must follow the following steps to run the Critical Upgrade Actions.

These actions perform necessary actions that cannot be performed as part of the upgrade process:

Add Import Template Picklist option to support Template Import History functionality

Open Salesforce organization where you would like to upgrade Precursive OBX.

Navigate to the Precursive OBX tab.
Select Settings icon that is located on left bottom corner and choose Application Settings
Go to System Tab > Critical Upgrade Actions.

To perform a Critical Upgrade click on the Run Now button that is located on the right side of Critical Upgrade details.

When the operation is completed, please ensure that you received this message.

How to upgrade to the latest Precursive OBX version?

Required Steps after Upgrading to Precursive OBX version 20 (Summer '21)

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Run Critical Upgrade Actions

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