Loading
Important Advisory: iOS Update Impacting CG Mobile ApplicationRead More
Insurance
Upgrade Insurance

You are here:

  1. Salesforce Help
  2. Docs
  3. Digital Insurance

Upgrade Insurance

If you already use Insurance and you're ready to upgrade to a recent release, you're in the right place. Learn how to prepare and complete your upgrade so you can start using all the great features now available.

Upgrade Workflow

  1. Complete Prerequisite Tasks
  2. Plan Your Upgrade
  3. Install packages:

    Find the most recent package links in the Insurance Release Summary.

    There isn't a new Unmanaged Package or Vlocity Installation Assistant Package for the Summer ’24 release. To upgrade your org to Summer ’24, the only thing to install is the Managed Package (or Packages).

  4. Complete Installation Assistant Tasks Manually

    There are specific steps for an Insurance org, and additional steps for orgs with the Insurance Industries Extension package.

    Note
    Note If you're upgrading from Spring ’23 or later release to Winter ’25, and you're positive you completed the Installation Assistant tasks for Spring ’23 or later, you can skip the Installation Assistant tasks for Winter ’25. There are no changes to instructions for Winter ’25, so as long as you completed all the steps for the Spring ’23 or later release, your Winter ’25 org is ready to go. If you're not sure whether you completed Installation Assistant tasks for Spring ’23 or later release, it doesn't hurt to complete them again.
  5. Complete Post-Upgrade Tasks
 
Loading
Salesforce Help | Article