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      Pre & POST Installation Steps - Release 49

      These steps are for AgentSync customers who manage their own release installs.

      Pre & POST Installation Steps - Release 49

      • Complete all pre-installation steps before starting the upgrade
      • Follow steps in exact order
      • Back up your system before starting

      Manual Pre-Installation Steps

      1. Set Up Travel in Agent Types

      1. Enable Travel in Master Settings
        • Go to Setup > Picklist Value Set > Agent Types (master)
        • Check that Travel is active
      2. If you will be using the Travel Agent Type, complete the next steps below.
        • Go to Setup > Picklist Value Set > Agent Types
        • Find Travel under Inactive Values
        • Click Activate - this will make Travel available

      2. Update Producer Details

      1. Update Firm Settings
        • Go to Setup > Object Manager > Producer Detail > Record Types
        • Select Firm
        • Click Edit next to Agent Type in the list yield Picklists Available for Editing
        • In the resulting window labeled General Properties, select Travel under Available Values and add to Selected Values
        • Save changes
      2. Update Individual Settings
        • Repeat the same steps for Individual Record Type

      3. Check Line of Authority

      Verify Travel Settings
      • Go to Setup > Picklist Value Set
      • Select Line of Authority Category
      • Check Active Values list
      • Make sure Active Values look like the image below.  Remember that values are Case-sensitive and values should not contain trailing or leading white spaces.
      r40 self install
       
        • You can match 1 by 1 with the list above or you can check the values by:
          1. Making a copy of this Sheet 
          2. In Salesforce, within the Picklist Value Set LOA Categories select Printable View
          3. Copy the resulting values from the Printable view and paste them into Column B within the Sheet 
          4. The sheet formula will tell you which values are missing in Column C. If you have too many values, you will have more rows in Column B than in Column A which you will need to review
          5. When you have added the missing values, go back and edit the API name to match the values in the photo above also outlined in Column D
        • Remove any extra spaces

      Download links for testing and installation

      Sandbox:

      https://test.salesforce.com/packaging/installPackage.apexp?p0=04t4w000000gfRy

      Production:

      https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4w000000gfRy

      Manual Post-Installation Steps

      1. Remove Old Agent Types

      After automated install jobs finish:

      1. Remove Surety
        • Go to Setup > Picklist Value Set
        • Update both Agent Types and Agent Type (master)
        • Deactivate Surety in both places
      2. Clean Up Additional Types
        • Go to Setup > Picklist Value Set > Agent Types. 
        • Deactivate these if present: (Note: only from the Agent Types value set, not the master set)
          • MGA
          • Solicitor
          • Motor Club
        • Go to Producer Detail Object > Record Types
        • Only update non-master picklist
        • (See next section to run the Remove Inactive Agent Types from Objects batch job)

      2. Run Manual Post Install Cleanup Script

      1. Open AgentSync Settings
        • Click waffle icon (top left)
        • Select AgentSync Settings
        • Enable One-Off Batch Scripts
      2. Run Cleanup Job
        • Find One Off Batch Jobs section
        • Select "Remove Inactive Agent Types From Objects" from job dropdown
        • Click Run

      3. Update Field Labels

      Update help text in these objects by going to Setup> Object Manager

      1. Select License Object
        • Click on Fields and Relationship > License Class Agent Type and click Edit
        • Locate and change the Help Text field to "Represents the Agent Type that can be covered by the License Class for this License based on NIPR Rules"
        • Click Save
      2. NIPR Transaction License
        • Click on Fields and Relationship > Agent Type(s) and click Edit
        • Locate and change the Help Text field to "Represents the Agent Type covered by the License Class for this License"
      3. NIPR Transaction
        • Click on Fields and Relationship > License Class Agent Type(s) and click Edit
        • New text: "Represents the Agent Type that can be covered by the License Class on this Transaction"
        • Click Save

      Important Notes

      • Complete all pre-installation steps before starting upgrade
      • Wait for automated jobs to finish before starting post-installation steps
      • Verify each step before moving to the next
      • Document any errors for support team