How to Upgrade

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Because of the way Salesforce handles upgrades, you need to manually perform certain configuration steps to ensure the software functions properly and to update your user interface. Completing the steps should not require more than 10 minutes of your time.

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Before accessing the software, choose the option that best applies to you:

• If your org received a push upgrade of the Prodly Release managed package, refer to the Configuration Steps below.

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If you are manually installing or upgrading Prodly Release, please contact your customer success manager at Prodly for guidance.

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If you have questions, please don’t hesitate to contact us at [email protected].

Configuration Steps for Releases

To configure the Prodly Release managed package upgraded to the latest version:

1. Add the personal access token picklist value to the list of supported connection types:
   1. Using Lightning Experience, in the Salesforce org where you installed the Prodly AppOps managed package, navigate to Setup → Object Manager → Connection → Fields & Relationships → Connection Type
   2. Scroll down to the Values section and click New.
   3. Enter Personal Access Token.
   4. Click Save.

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If you skip this step, the API name Personal_Access_Token appears in the picklist.

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