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Home > Elements Release Notes > 2020 Release > Upgrade to Elements Summer 2020
Upgrade to Elements Summer 2020 print icon

Steps to Upgrade to Elements Summer '20

Please submit a support ticket to access the Elements '20 upgrade link

  1. Determine if you are going to install the updates to your Production or Sandbox environments.
  2. Using the Elements upgrade link provided by support, log in with your Salesforce credentials. Note: please make sure to use the Admin credentials to install the upgrade correctly.
  3. On the upgrade screen, select Install for Specific Profile. ->DO NOT CLICK UPGRADE JUST YET<-

  4. Scroll down and make the following selection for the two highlighted profiles. 

  5. Scroll back up and click Upgrade.
  6. Go take a coffee/tea break as this will take about 5-10 minutes to complete.
  7. Congratulations, you’ve successfully upgraded Elements to the latest version.

 

Next Step: Take a look at this article to learn how to incorporate these upgrades.

Because all CRMs can be customized by the System Administrator, it is possible your views and access will differ. 
Please contact your System Administrator with questions on your firm's views and access.

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