Upgrade process
Upgrades are managed proactively, with options to take major releases automatically or to manage these independently.
We communicate at least 5 weeks in advance of production upgrades for major releases, and carry out the following sequence of steps:
- Contact all customers to communicate planned dates for sandbox and production access.
- During the planned sandbox upgrade period upgrade all customer sandboxes to the candidate new version. From this point onwards, the current version on the AppExchange listing will be the candidate release version. Customers wishing to upgrade in production early can do this by installing from the AppExchange
- During the planned production upgrade period, upgrade customer production orgs who haven't opted out of automatic upgrades.
- Share finalised release notes once production upgrade is compelete.
Customers who opt out of automatic upgrades can upgrade at a time of their choosing by upgrading from the AppExchange listing.
After upgrading, all rules and configuration are preserved. If there's ever any need for manual intervention after upgrade, we will communicate any steps required clearly in advance.
NB: On occassion, we may recommend customers upgrade to address one or more urgent issues. At these times we may suggest that upgrades are pushed sooner than the 5 week window we aim to allow between communication and production upgrades for major releases. As with planned releases, customers may choose to opt out of uprgades relating to issue fixes.
For any issues relating to the upgrade process, or to find our more get in touch with formulashare@cloudsundial.com.