Upgrade from R1 2024 to R1 2025

If you're using Fielo’s R1 2024 release, upgrade to R1 2025 to take advantage of all the features and enhancements we've added to the platform. Take a look at What's New in R1 2025. Continue reading to upgrade to Fielo R1 2025.

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Versions Prior to R1 2024

If you're using a version prior to R1 2024, you must perform all of the upgrades required to get you to the R1 2024 release (v2.186+) 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
• Upgrade from R1 2023 to R2 2023
• Upgrade from R2 2023 to R1 2024

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.

Run Post-Installation Routine

Once the FieloPLT upgrade has finished, access the Fielo app. If prompted to do so, run the post-upgrade scripts.

Update Cap Form

In the Object Manager, go to the Cap object (FieloPLT__Cap__c) and navigate to Fields & Relationships. Add a new value to the picklist field Specific Period (FieloPLT__SpecificPeriod__c):

• Label: Every Day
• Value: This Day

Place this value at the top of the picklist.

Update Reward Layout

In the Object Manager, go to the Reward object (FieloPLT__Reward__c) and navigate to Page Layouts.

Edit the Reward page layout, add the Stock Return Exception field to the top section and save.

In order to see the new field on your Reward detail page, you may also have to edit the page and add the field there. When saving the page, be sure to activate it.

Update Segment Layout

In the Object Manager, go to the Segment object (FieloPLT__Segment__c) and, in Page Layouts, edit the Dynamic page layout.

Add the Member Count and Member Count Last Updated fields to the top section.

Add the Generate Insights lightning action to the layout.

Next, navigate to the detail page of one of your segments and, under the Setup menu, click on Edit Page.

On the second header, add the Generate Insights action and press Done. Save and activate the page.