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How to Update Your Salesforce Integration
How to Update Your Salesforce Integration
This article will tell you how to check your Salesforce integration package version and update it when needed.
Tamar Keenan avatar
Written by Tamar Keenan
Updated over a week ago

It is always best to use the latest version of your Salesforce integration package. You can see in your integration settings if you are on the most up to date package.

If you do need to update your Package Version please follow the steps below.

STEP 1: Your Salesforce administrator should uninstall the Dealfront package from your CRM installation. This will delete all of Dealfront's custom entities and any customisations made on top of it.

STEP 2: Once removed you should see "Disconnected" in your Dealfront integration settings. Click Reconnect and you will receive instructions on how to install the updated package.

Once all steps are completed and the package is reinstalled you should be running on the most up-to-date version.


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