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Note:
Simpplr rolls out feature releases monthly, bug fixes weekly, and hotfixes as needed.Once a release is live, Simpplr will always post Release Notes highlighting the release features, as well as schedule a webinar to go over the new features. We recommend our customers upgrade to our latest release as soon as possible. Being on Simpplr’s latest release ensures you have the latest functionality and most recent bug fixes. Your environment will also receive the most current patch releases (these are automatically applied to your environment).
Simpplr only supports the latest two versions of the platform. While Support will always try to help, if a user is not up to date and runs into an issue that has to be escalated, there's not much that can be done without first upgrading them. This can add a substantial delay to getting issues resolved.
Sandbox Upgrade (optional)
To upgrade your sandbox, please use the form at the bottom of this page. You will be asked for your sandbox's org ID. Note, this is different from your Production org ID. Please ensure you're providing the sandbox org ID when filling out the form. For instructions on locating your organization's ID, click here. If you have any questions before the upgrade submit a request to Simpplr Support and provide Salesforce Support access to the sandbox via a System administrator’s account.
It's also worth noting that if you'd like to refresh your sandbox org, you must refresh it prior to the upgrade. This is because a refresh takes a snapshot of your production environment. If you upgrade your sandbox, and then refresh it, your sandbox version will mirror your production environment. If your production environment is not upgraded, your sandbox version will revert to mirror your production environment.
Note:
Putting a release on a sandbox environment is not required for you to upgrade your production environment. Nothing from your sandbox is ever moved to your production environment.Production Upgrade
Production upgrades happen automatically according to this schedule: Release Schedule
Upgrade Expectations
Note:
With major version upgrades, downtime is not planned but can happen. Simpplr provides an estimated maintenance window which gives us ample time to upgrade your instance and resolve any potential issues that may become apparent.During an upgrade, it's normal for System admins to receive error messages from Salesforce in their email. These emails can be ignored, as Simpplr Engineering will be proactively resolving any issues that arise. Estimated resolution times are included with the estimated downtime window. If we're unable to install a specific package, your environment will simply remain on the previous release of Simpplr. In that circumstance, our Engineering team may need additional time to troubleshoot and a TSE will reach out about this.
Upgrade Communications
Before the production upgrade, you’ll want to prepare any needed communications to Site managers and/or End users to prepare them for any changes in the release you feel they should be aware of.
Post-upgrade there also will be a role-specific message displayed to users providing them a high-level overview of new functionality that applies to them. Though Simpplr provides this, we always recommend our customers create their own dedicated communications to ensure people can be best prepared to make the most out of any new functionality that will affect them.
Leading up to the upgrade, you may want to create an Alert to notify your End users of expected downtime and the system upgrade.
Ensure your System Administrator profile in Salesforce has the following Admin System Permissions assigned at the Profile level:
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- Modify All Data
- Manage Unlisted Groups
- API Enabled
- Moderate Chatter
- Modify Metadata Through Metadata API Functions
- Manage Flow
- Customize Application
- Manage Custom Permissions
Simpplr Upgrade Request Form
Comments
Hi Matthew!
Would it be possible to have Jason add whatever will be in the post-upgrade message into the release notes?
It'll be helpful to know in advance what will be sent to the end users :)
Hi Aileen, while there's too much upgrade modal text - with too many different variations based on user roles - to include in the release notes, I can include some language on what the upgrade modal is and what different roles can expect. Would that be helpful?
Hi! That would be most excellent!
Thank you, Jason!
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