Overview
This article provides an overview of the installation process for the new version (3.529) of a Salesforce AppExchange package, detailing the enhancements from the previous 2.52 version and offering resources for a smooth transition. It emphasizes the need for users to follow version-specific setup instructions and outlines the support available for troubleshooting, including contact information for further assistance.
Information
The new version (3.529) includes the following features:
- New Nominate Contact flow in the Hub side
- Customizable Nominate Now button in Salesforce
- Bug fixes
Previous 2.52 version release include:
- Attach multiple reference requests to a single Contact
- Include details on the Sales rep who made the request in the Challenge
- Link Acts of Advocacy to an Opportunity for better reporting
- View activities of your references in the Opportunity and Account records in Salesforce. This means that you can create a report to measure the influence of your reference program on the Opportunities.
- Additionally, we have improved the UI for better navigation throughout the reference process
- See more details here: 2.52 - Salesforce Reference App
Previous 3.4 version release include:
- Improvement of Reference criteria matching tool filters and searches
- New Reference Request Tool Configuration settings
- Choose to display with anonymized contacts in the recommendation criteria step
- Add your reference contact preference method (e.g. Phone, Email, In person)
Please note that there is a possibility for future package upgrades to apply bug fixes and improvements.
Setup Instructions:
Before you start upgrading and installing this new version, you will need to access the correct instructions articles based on the version that your Salesforce instance is using. We did our best to accommodate your current instance to provide and guide you to a smooth transition to the newest and latest version.
You will need the following information with you to see which article to view and follow:
- Is your instance mainly using Salesforce Classic or Salesforce Lightning version? If you're using both versions, choose the one you're most comfortable with.
- Have you ever installed the Influitive Salesforce AppExchange package before?
- What Influitive Salesforce AdvocateHub AppExchange version do you currently have installed?
Please follow the table below to find your setup article:
| Versions | Salesforce Classic Version | Salesforce Lightning Version |
| No package installed yet | Salesforce Classic: Installing AppExchange Package for the first time | Salesforce Lightning: Installing AppExchange Package for the first time |
| Version 1.12 or 1.15 installed | Salesforce Classic: Package Install 3.5 | Salesforce Lightning: Package Install 3.5 |
| Version 2.38 - 2.52 or 3.4 installed | Salesforce Classic: Updating to AppExchange Package 3.5 | Salesforce Lightning: Updating to AppExchange Package 3.5 |
*Please note that you would only need to install the package once if you're using both Salesforce Lightning and Classic. You will still need to go through the page layout changes in both the Lightning and Classic version.
Multiple Hubs CRM Setup Instructions:
Continue with the following instructions to enable Multiple Hubs CRM connection - Salesforce: MultiHub CRM Setup Overview
Troubleshooting
If you run into any issues or if you're not sure which instructions to follow, please contact support@influitive.com and provide us with the following information:
- The issue that you’re experiencing or any error messages.
- The Salesforce version you are using (Lightning vs Classic)
- The AdvocateHub AppExchange version currently have installed
FAQ
What new features are included in the version 3.529 of the Salesforce AppExchange package?
The article does not list specific features of version 3.529 but mentions that there are enhancements and new features compared to the previous 2.52 version.
Do I need to install the package separately for Salesforce Lightning and Classic?
No, you only need to install the package once, but you will need to go through the page layout changes for both the Lightning and Classic versions.
Where can I find detailed setup instructions for my specific Salesforce instance version?
The article suggests that you will need to refer to a table provided within the article to find the setup instructions specific to your Salesforce instance version.
Who should I contact if I encounter issues during the installation or if I'm unsure about the instructions?
If you run into issues or need guidance, you should contact support@influitive.com and provide them with the necessary information for assistance.