Upgrading from Sentinel Pulse 1.7 to 2.1

This page contains detailed instructions for upgrading from versions 1.7 to version 2.1. For information about the latest version, see the Release Notes.

In this section:

>Before You Upgrade

>Upgrading Sentinel Pulse Package

>Verifying the Auto-Installation

>After You Upgrade

Before You Upgrade

Before starting the installation process, you may verify the existing Sentinel Pulse version.

Verifying the Sentinel Pulse Version

To confirm which version of Sentinel Pulse is installed on your Salesforce org perform the following steps:

1.In the top-right corner of the screen, click and select Setup.

2.On the left sidebar, in the Quick Find box, enter Installed Packages, and then select Installed Packages.

3.From the installed packages list, search for Sentinel Pulse.

4.Check the version installed under Version Number.

If the version is 2.1, then you are already on the latest version and you do not need to upgrade.

Important for Upgrades

Existing password-based output connections must be edited and reconfigured using OAuth (Client ID and Client Secret). You must edit the existing Sentinel Pulse Output connection. For details, refer to Configuring Output Connections

Upgrading Sentinel Pulse Package

Perform the following steps to upgrade the Sentinel Pulse package:

1.Paste the Sentinel Pulse app upgrade link in your web browser. For example,

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t7Q123456pulse3QAA

NOTE   This link is a placeholder and does not lead to the Sentinel Pulse installation. Refer to Sentinel Pulse Order Emails for instructions on obtaining your app installation link.

2.Log in to the Salesforce app using administrator credentials, if not already logged in.

3.Select Install for All Users.

NOTE   You must select Install for All Users so that all the users in your Salesforce org have access to Sentinel Pulse without requiring to manually administer users.

4.Click Upgrade.

5.Click Done.

When the upgrade is complete, you will see the success message on your screen. Also, you will get an email notifying that the upgrade is complete.

Verifying the Auto-Installation

Sentinel Pulse package automatically handles app creation and installation. Refer to Verifying the Auto-Installation.

After You Upgrade

After upgrading to Sentinel Pulse 2.1, you must proceed with the following steps (in the sequence these are listed):

>Setting Up Admin Configurations

>Displaying the Configure Account Mapping Button in Account Mapping Tab

>Setting Up Advanced Notifications