Upgrade from R1 2023 to R2 2023

If you're using Fielo’s R1 2023 release, upgrade to R2 2023 to take advantage of all the features and enhancements we've added to the platform. Take a look at What's New in R2 2023. Continue reading to upgrade to Fielo R2 2023.

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Versions Prior to R1 2023

If you're using a version prior to R1 2023, you must perform all of the upgrades required to get you to the R1 2023 release (v2.167.x) before proceeding:

• Upgrade steps for versions 2.23 through 2.51
• Upgrade from Spring '18 to Summer '18
• Upgrade from Summer '18 to Winter '19
• Upgrade from Winter '19 to Spring '19
• Upgrade from Spring '19 to Summer '19
• Upgrade from Summer '19 to Winter '20
• Upgrade from Winter '20 to Spring '20
• Upgrade from Spring '20 to Spring '21
• Upgrade from Spring '21 to R1 2022
• Upgrade from R1 2022 to R2 2022
• Upgrade from R2 2022 to R1 2023

Also, make sure you're logged into your Salesforce org and have system administrator permissions before getting started.

How to Upgrade

Follow these steps to start the upgrade process:

1. Make sure that your org has Platform Cache enabled and 3MB or more of Org Cache allocated to FieloPLT.

2. In Custom Settings, make sure that the Public Settings for FieloPLT have at least the default organization-wide values defined in the package.
3. In Scheduled Jobs, ensure that your org is not at or near its limit of 100 jobs per day.
4. On the Incentives tab, check for any Promotions or Challenges that are in Edited status. Before installing the new package, select Apply Changes on these incentives so that their statuses move to Active.
5. Click here to install the FieloPLT package.
6. If any internal users that are not admins will use Fielo, click Install for Specific Profiles and select Full Access on the profile(s) of those users. If only System Administrators will use Fielo, or if internal users are granted permissions via the FieloPLT Admin permission set, click on Install for Admins Only.
7. Click Upgrade. When the first part of the upgrade process is finished, you will be notified by email.
8. Once you've been notified, in Salesforce Setup, search for and select Apex Classes and then click Compile all classes.

Verify Cache Chunk Size

If you use Challenges, verify that your cache chunk size is no greater than 300. To do so, go to Salesforce Setup and navigate to Custom Settings. Next to Public Settings (namespace: FieloPLT), click Manage. The setting called Cache Chunk Size should have a value of 300 or less.

Add New Event Type

In the Object Manager, go to the Event object (FieloPLT__Event__c) and add a new value to the picklist field Type:

• Label: SF Task
• Value: SF Task

Update Fielo Layouts

In the Object Manager, go to the Point object (FieloPLT__Point__c) and navigate to Page Layouts.

For each page layout your team members use, create a new section called Manual Expiration Date Change and add to it the following fields:

• Expiration Last Manually Set By
• Expiration Last Manually Set On
• Last Expiration Change Request

In the existing section Generated By, add the following field:

• Level Member

In the existing section Expiration, add the following field:

• Expiration Transaction

Still in the Object Manager, go to the Event object (FieloPLT__Event__c) and navigate to Page Layouts.

For each page layout your team members use, create a new section called SF Task and add to it all of the fields whose names begin with "Task".

Upgrade FieloPLT Library

Go to Fielo > Tools and verify that you're on the latest version. If an upgrade for the FieloPLT library is available, click Upgrade.

Check ModeCompatible Field on Dynamic Segments

Navigate to the Developer Console and, in the Query Editor, run the following query:

SELECT Id, FieloPLT__ModeCompatible__c FROM FieloPLT__Segment__c WHERE FieloPLT__ModeCompatible__c = null AND RecordType.DeveloperName = 'Dynamic'

If any segment records are returned, run the following script in the Execute Anonymous Window:

FieloPLT.PlatformEventsService.publishAsyncEvent('UpdateR2/2023', null);

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That's all. You are ready to use the R2 2023 Fielo release!

For more in-depth info on the release, check out the R2 2023 Technical Release Notes.