Upgrading to 1.15

What it the impact of updating?

As of version 1.15, we have worked really hard on deprecating some old components and objects that are no longer in use. We also added new features to our session widget component and added a new component to be able to easily find any related SM files.

How to check the current version you have installed?

You can go to setup, then do a quick search for packages and select installed packages.

From here, you should be able to find "Remote Support" and you will see on that row the version number of the package you havecurrently installed.

What is the effort of updating?

We have prepared a small table that indicates the relative effort that it will take to update to the latest version of our package:

 Definition of effort/more information:

Step by step update:

Before we start, it is highly recommend that you perform the update on a sandbox or lower environment before going to production. This will allow you to verify the changes made.

Step 1 - Preparing for the update

If you are on version 1.9 or newer you can skip the step below.

Use the data export feature on the following Objects to preserve a copy of your current records:

• screenmeet__ScreenMeet_Session_Device_Info__c
• screenmeet__ScreenMeet_Session_Log_Event__c
• screenmeet__ScreenMeet_Sesion__c

The reason for backing up this information it’s to have a copy on the information since in version v1.9 (current it’s v1.15) we moved away from those objects into the new ones:

• Screenmeet__live_device_attrib__c
• screenmeet__live_session_log__c
• screenmeet__Live_Session__c

Also, please take into account that this change will affect any triggers/reports/flows/custom code you may had setup in the past will have to be changed to use the new objects.

Step 2 - Upgrading the package

Go to the App exchange and complete the regular installation process for the ScreenMeet Remote Support Package.

If you were on v1.11 or an older version, take a look at the previous upgrade guide for v1.12 to make sure that you are covering all the aspects of the upgrade: https://docs.screenmeet.com/docs/salesforce-upgrading-to-v112

Step 3 - Update the Widget component

As of v1.15 we are finishing our work of deprecating older components and we are moving into using the new widget component called ScreenMeetSessionWidget.

The other components have been removed as of this version of the package so we urge you to update to the new component which supports all the previous features and more.

Also, since you are updating the pages you can take a look at the ScreenMeet files component which will enable you to view and download all the files related to the parent object related to your sessions.

Attached below as well is our release notes which covers recently released features

Release Winter 22 (1.15)

Step 4 - Update customizations

This will only apply if you are in a version older than v1.9. In this step we recommend that you start looking into your own customizations using the old components mentioned in step 1 that will need to be updated or recreated using the new objects.

Some things that you may have customized in the past that you might want to look into are:

• Triggers
• Reports
• Flows/Process
• Custom fields
• Custom Code

There could be more things that you may have setup in the past but that will depend in your organization setup. The provided examples are a friendly reminder of the most common things that you should likely verify before making production changes. 

Step 5 - Testing

We highly encourage you to do a good round of test before going into production - especially if your application version was older than 1.9. We also suggest that you take a look into your reports, run your agents workflows, and check that your integrations work as expected before going into production.