Update

Second-Generation Managed Package

Updates to the second-generation Managed Package will occasionally be released in order to introduce new components or resolve issues present in prior versions. Release notes for Managed Package versions are available in the Notices section. Updates are simple and quick to install and usually do not require any configuration changes.

The steps below walk through the typical update process. If you become stuck or encounter unexpected issues while following these steps, feel free to contact our Support team for assistance.

1

Log in to Salesforce

Log in to your Salesforce org via your standard login process as a user with the permissions to update Managed Packages. The standard "System Admin" profile is sufficient.

2

Start the Update

Depending on the type of org you've chosen, open the relevant link below to start the update process.

Production Orgs

Use this link for any Salesforce org that is considered a production org or which uses the login.salesforce.com login page (like Developer Edition orgs).

https://getgrax.co/prod-gen2

Sandbox Orgs

Use this link for any Salesforce org that is considered a sandbox or which uses the test.salesforce.com login page.

https://getgrax.co/sandbox-gen2

Opening the correct link will cause a package update menu to appear.

Salesforce allows packages to be installed for all or some of your users and will present you with a few options. These options determine which users are granted access to the components and classes that power the package features. These options, and their impact, break down as follows:

Install for Admins Only

Specifies the following settings on the installing administrator’s profile and any profile with the Customize Application permission:

• Apex classes - enabled

• Custom LWC tab - enabled

• Custom Settings record - enabled

• Second Generation LWCs - enabled

After installation, if you have Enterprise, Performance, Unlimited, or Developer Edition, set the appropriate user and object permissions on custom profiles as needed

Install for All Users

Specifies the following settings on all internal custom profiles:

• Apex classes - enabled

• Custom LWC tab - enabled

• Custom Settings record - enabled

• Second Generation LWCs - enabled

Install for Specific Profiles

Enables you to choose the usage access for all custom profiles in your organization. You can set each profile to have full access or no access for the new package and all its components.

• Full Access

  • Apex classes - enabled

  • Custom LWC tab - enabled

  • Custom Settings record - enabled

  • Second Generation LWCs - enabled

• No Access

  • Apex classes - disabled

  • Custom LWC tab - disabled

  • Custom Settings record - disabled

  • Second Generation LWCs - disabled

Select the group you would like to install the package for and click "Install."

Updating should take less than a minute in an average org, but may take longer if you have a very large or very customized org. During the wait, you will see a loading indicator. Once complete, you will receive a confirmation email.

3

Validate the Components

To be safe, it is best to validate that your existing components still work after the update. Visit pages that contain each unique component and verify that each component is functioning correctly still to make sure that no issues surprise you or your users later.