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Upgrade 24Files to a newer version

Upgrading is a straightforward process. Here are the steps to upgrade an installed AppExchange app such as 24Files in your Salesforce environment:

  1. Login to your Salesforce organization where the app is installed.

  2. Go to the App Launcher (the grid icon on the top left corner) and click on it. In the search bar, type "Installed Packages" and select it from the list.

  3. You will see a list of installed packages in your Salesforce organization. Find the AppExchange app you want to upgrade and click on the package name.

  4. On the package detail page, you will see an "Update Available" section if there is a new version available for the app. Click on the "Update" button.

  5. You will be redirected to the AppExchange listing for the app. Review the package details, version information, and any new features or fixes included in the update.

  6. Click "Get It Now" or "Upgrade" and then log in to the AppExchange using your Salesforce credentials, if prompted.

  7. Follow the on-screen prompts to confirm the upgrade. You may be asked to approve third-party access, grant access to specific user profiles, or review any new components included in the update.

  8. Click "Install" or "Upgrade" to begin the installation process. The installation may take a few minutes, depending on the app size and complexity.

  9. Once the installation is complete, you will receive an email confirmation. You can also check the package detail page in the Installed Packages section to verify that the new version is installed.

After upgrading the app, it's a good idea to review for any updates in the documentation to familiarize yourself with any changes or new features. Additionally, you may need to update your app configurations, customizations, or user access settings to take full advantage of the new version.

Keep in mind that if you have made customizations to the app or its components, you may need to reapply them after the upgrade. Always ensure you have a backup of your customizations and data before upgrading, and consider testing the upgrade in a sandbox environment first to minimize the risk of issues in your production environment.

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