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  • Application Integration
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Table of Contents

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  1. Preface
  2. Salesforce Managed Package
  3. Running a Guide within a Salesforce Organization
  4. Techniques
  5. Customizing Salesforce
  6. Mobile Guides
  7. Meeting Follow-up Wizards
  8. Controlling Who Sees Guides
  9. Launching a Guide
  10. Guide Execution Reports

Salesforce and Application Integration

Salesforce and Application Integration

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Upgrading the Salesforce Managed Package

Upgrading the Salesforce Managed Package

Perform the following steps to upgrade the Salesforce managed package:
  1. Depending on your business need, log in to your production or sandbox Salesforce developer account.
  2. Enter your Salesforce developer account user credentials.
    On the
    Upgrade Informatica Cloud Real Time for Salesforce
     page, select one of the following options:
    • Install for Admins Only. Select this option to allow only admin users in Salesforce to run guides.
    • Install for All Users. Select this option to allow all users in Salesforce to run guides on the objects they work with. Most organizations grant access to all users.
    • Install for Specific Profiles. Select this option to configure custom security settings.
  3. Optionally, click
    View Components
     to see the detailed components of the managed package.
    The image shows the detailed list of package components.
  4. Click
    Upgrade
    .
  5. Click
    Done
     after the upgrade is complete.
    If the upgrade takes a long time, a message appears stating that you will receive an email when the upgrade is complete. Click
    Done
    .
    The
    Installed Packages
     page appears with the upgraded managed package under
    Installed Packages
    .
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