Libertas (v1.36) | Upgrade Instructions | November 2023

Owned by Harshula Jhala, created
Last updated: Oct 08, 2024
4 min read

Our upgrade instructions provide guidance on new features that require manual updates in order not to conflict with any org-specific customization. Detailed information on Set-up, Configuration and Feature Information can be found through links on the Libertas Release Notes.
Contact support@verasolutions.org to share feedback.

Please note that the previous release Kalausi was v1.34 and Libertas is v1.36. v1.35 wasn’t released.

Upgrading Amp Impact to Libertas - (v1.36)

Note:  
A Salesforce environment with Amp installed can be directly upgraded to the latest version of Amp as long as the current version is v1.17.1 or later. If the version of Amp is an earlier version, you must first upgrade to v1.17.1 before upgrading to v1.36 (Libertas). When upgrading to this version and skipping previous upgrades, please be sure to follow the Upgrade Instructions for every intermediate release as well to ensure the app continues working as expected.

  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 this page 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. 

Packaging Changes

Certain changes to the configuration will be automatically updated on the installation of the upgrade, while others will need to be manually updated (in order not to conflict with any org-specific customization). For full details on what Salesforce supports when upgrading managed packages, refer to the Editing Components and Attributes After Installation and Special Behavior of Components in Packages pages.

Change

Automatic Update?

Manual Update Location

Example from Libertas Release

Change

Automatic Update?

Manual Update Location

Example from Libertas Release

Updated field

Yes

N/A

Default value of ampi__Targets_Are_Disaggregated__c has been changed.

New custom label

Yes

N/A

New custom label ST_HOVER_HELPTEXT has been created

Updated custom label

Yes

N/A

Value of PREPARE_UPLOAD_3 has been changed

New fieldset

Yes

N/A

New fieldset ampi__COMMENT_POPUP_ADDRESULT has been created

New Custom Meta Data Type

Yes

N/A

New CMDT ampi__Dependent_Field_Control_Settings__c has been created

Update Profiles and Custom Permission Sets for New Objects and Fields

While permission sets in the package are automatically updated to provide access to these new fields, profiles and custom permission sets must be manually updated to include these new artifacts if the relevant user(s) requires access to them. 

Refer to the Packaging Changes section in the release notes to determine which objects and fields need to be added to any custom profiles or permission sets. 

Update Field Set for the Indicator Object

  1. Navigate to Object Manager

  2. Navigate to the “Indicator” object and click on it

  3. Navigate to Field Sets

  4. Click on “Add New Indicator Popup”

  5. Drag “Map Picklist Values to Number ” field and add it to the field set. Click “Save”. This step is important even if organizations are not using the Picklist data type. Ensure that this field is added to the fieldset.

Update the Page Layout for the Risk Object

To use the updated Risk Layout:

  1. Navigate to Object Manager

  2. Navigate to the “Risk” object and click on it

  3. Navigate to “Page Layout” and click on “Risk Layout”

  4. Rename the sections and drag the fields into those sections to match the updated Risk Layout as mentioned here and shown below.