You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
Home > Salentica Releases & Training > Salentica Elements Releases > Upgrade to Elements 2022: Major Release 1
Upgrade to Elements 2022: Major Release 1
print icon

Steps to Upgrade to Elements Major Release 1

Please have your Designated Support Contact submit a support ticket for the upgrade link. Once the link is available, the Support Team will respond to the ticket.

  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, and any other custom profiles you use.                                                                                                                                                               
  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: Use this article to learn how to incorporate these upgrades into the Wealth Management App. If you would like to incorprate the updates to the Asset Management App, use this article.

Salentica can be customized by your System Administrator, so your views & access may differ from this documentation. Please contact your System Administrator with specific questions.

Feedback
0 out of 0 found this helpful

scroll to top icon