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  1. To upgrade to the latest release of Amp Impact, log into your Sandbox environment and use the installation link.

    1. Vera Employees can navigate to /wiki/spaces/PS2/pages/3906633729 to access the link.

    2. Partners & customers, please get in touch with your Vera point of contact to access the link.

  2. Information will be displayed confirming that you have an earlier version installed and it can be upgraded while preserving existing data. 

  3. Select which users you wish to install the package for (learn more here). 

  4. Click "Upgrade".

  5. Refer to the release notes document and learn about the new features and bug fixes for this release. 

  6. After reviewing the release notes, follow the steps outlined below. 

  7. Perform your current use cases in the sandbox and if you are using any of the new features from this release, ensure that they are operating as expected.

  8. When you are ready to deploy to Production, use this installation link.

  9. Update any changes you make, for example to custom settings, in Production as these will not "carry over" from your sandbox. 

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Change

Automatic Update?

Manual Update Location

Example from Orion (v1.41) Release

New field

Yes

N/A

New Picklist field ampi__xx_Display_On__c has been added to ampi__Indicator__c

Updated Validation Rule

Yes

N/A

Is_Budget_Locked has been updated

New custom label

Yes

N/A

New custom label CFAGGREGATED_FOR_BASELINE TYPE has been created

Updated custom label

Yes

N/A

Value of PREPAREDELETE_EXCELFRAMEWORK_FORITEM_UPLOADMODAL_1A HEADER has been changed

Updated field set

Yes

N/A

The following newly added fields were made available to the fielset:

Updated Flow

Yes

N/A

Submit_Lock_Wizard flow has been updated

Updated Custom Metadata Type

No

Home → Custom MetaDataADD_NEW_INDICATOR_POPUP field set:

  • ampi__

Objective

  • xx_Display_

c and ampi_

  • On_

Thematic

  • _

Area_Text__

  • c

removed from Dependent Fields on NumDen Edit Indicator Popup CMDT record

Updated Page Layout

No

Object → Page Layouts

Added the following fields to the page layout for ampi__Project_Indicator__c:

  • ampi__xx_Display_On__c

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In previous releases field read permission could be inherited from object level permission.

Refer to Packaging Changes section in the release notes for all the changes to the Permission Sets.

When upgrading We advise you to:

  1. Thoroughly test all existing and new Amp Impact functionalities that will be used by the organization

  2. Pay special attention to error messages and ensure that any missing FLS is added as needed. Users will need appropriate access to all fields (including custom fields) used in Amp Impact components, such as pop-ups, tables, and other elements.

Refer to thePackaging Changes section in the release notesto determine which objects and fields need to be added to any custom profiles or permission sets. 
Refer to the Updated Permission Matrix for all permissions required to perform specific actions.

Use Indicators on Set Targets and Add Results Lightning Web Components

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As part of the Orion (v1.41) Release, we introduced a “Display On” field (ampi__xx_Display_On__c) on Project Indicator (ampi__Project_Indicator__c) and Indicator objects (ampi__Indicator__c) that allows users to control the visibility of Project Indicators on Set Targets and Add Results Lightning Web Components.   By  By default, the value of this picklist field is set to Both for newly created Catalog Indicators and Project Indicators. However, in upgraded orgs, Salesforce does not default the “Display On” field to 'Both' for existing Project Indicators.

As a result, Project Indicators are not visible on the Set Targets and Add Results Lightning Web Components. To resolve this, users need to must manually update the “Display On” field using either a Data Loader or list views and inline editing. 

Upgrade using a Data Loader

  1. Export the Data:

    • Use a Data Loader to export all existing Project Indicator data.

    • Include only fields from the Project Indicator object itself, such as:

      •  Indicator Definition (ampi__Description__c)

      •  Display On (ampi__xx_Display_On__c)

  2. Update the CSV:

    • Enter the “Display On” field value as either Set Targets, Add Results, Both, or None, as required. If you want to see your existing Project Indicators on the Set Targets and Add Results Lightning Web Components set the value to “Both”.

  3. Import the Data:

    • Before importing, double-check the mapping of fields in the Data Loader.

    • Complete the import to update the existing Project Indicators.

Info

Additional Notes:

  • These steps must be performed on the Project Indicator object.

  • While not necessary, organizations can choose to perform these steps on the Indicator (ampi__Indicator__c) object as well.

Upgrade using List Views and Inline Editing 

  1. Ensure the “Display on” field is added to Indicator or Project Indicator Object Page Layouts.

  2. On the Page Layout; create a List View using the List View Controls menu.

  3. Add "Display On" from Select Fields to Display to the List View.

  4. Use Inline Editing and mass update the records to Both/None/SetTargets/AddResults.

Use the Display On (ampi__xx_Display_On__c) field (Optional)

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  1. Navigate to Object Manager

  2. Navigate to the “Project Indicator”(ampi__Project_Indicator__c) object and click on it

  3. Navigate to Field Sets

  4. Click on “Customize “Edit Project Indicator Popup”

  5. Drag “Display On ” field and add it to the field set. 

  6. Click “Save”. 

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