Overview

The Salesforce Analytics packages that were available before S4S version 1.82.17163.1 (Salesforce packages 2.3 and earlier) were all unmanaged. This meant that any upgrade to the package required the old package to be removed and then the latest one installed. As of S4S version 1.82.17163.1 (Salesforce package 3.0) the package is now managed which enables easier upgrades.

S4S version 2.911.19253.1 or later uses version 3.3 of the Salesforce Analytics package which includes changes to the underlying Salesforce object structure.

New Install - 2.911.19253.1 or later and Salesforce Analytics Package 3.3

If you have performed a new install in Sitecore of S4S 2.911.19253.1 or later and installed version 3.3 of the Analytics package in Salesforce there is no further configuration to do to enable S4S to use the Salesforce package. You can proceed to the next step .

Upgrade of S4S to 2.911.19253.1 or later from Salesforce Analytics Package Pre Version 3.0 to the Managed Salesforce Analytics Package 3.3

Because version 3.3 of the Analytics package is managed it will install side by side with an existing unmanaged Analytics package which leaves the existing analytics data intact. Existing analytics data will need migrating across to the new managed objects and fields.

Upgrade of S4S to 2.911.19253.1 or later from Salesforce Analytics Package Pre Version 3.1 to Salesforce Analytics Package 3.3

The structure of the Salesforce objects used to store the analytics data has changed. In order for analytics to work when upgrading to version 3.3 of the Analytics package the existing data has to be migrated to the new structure.

Next Step

Salesforce Callouts

Steps