Updating an installed Salesforce package ensures that you have the latest features, security updates, and bug fixes. Follow these steps to upgrade your package while preserving existing data.
Step 1: Access the Installed Package
Log in to your Salesforce Admin Account.
Click on this link to the installation package. This is also provided by HyperComply.
Step 2: Confirm Upgrade Details and Select Installation Scope
A new page will display the package name, publisher, and version details.
Ensure that the new version number is higher than the installed version.
Choose one of the following installation options:
Install for Admins Only
Install for All Users
Install for Specific Profiles
Step 3: Acknowledge and Start Installation
Check the box acknowledging that you are installing a Non-Salesforce Application.
Click Upgrade or Install to begin the update process.
Salesforce will display a progress indicator. The update might take a few minutes depending on the package size.
Troubleshooting Tips
If the update fails, check Salesforce Trust Status to see if there are system issues.
Ensure you have the necessary admin permissions to install or upgrade packages.