You are here:
Upgrade a CRM Analytics App
Take advantage of a CRM Analytics app’s latest features by upgrading when we release a new version.
Required Editions
| User Permissions Needed | |
|---|---|
| To create and manage CRM Analytics apps: | Manage CRM Analytics Templated Apps |
| Edit CRM Analytics Dataflows | |
The banner at the top of your app home page tells you that we’ve released a new version. It also provides a link to more information about the release. There’s also a link inviting you to start the upgrade process in the left-hand column of the home page, just below the app name.
Here’s how to upgrade your app.
- Click either the “What’s new” link in the banner or the “New version available” link in the left-hand column of your app’s home page.
- You can read information about the new version on top of the page that opens. At the bottom of the page, find the buttons: Upgrade current app and Create new app.
- See descriptions of what the buttons do by hovering over them. If you click Upgrade current app, you overwrite your current app and all its assets, replacing it with an app based on the new version. This also deletes any customizations, including any new fields or object you’ve added to the dataflow or changes you’ve made to security settings and dashboard labels and colors. If you click Create new app, you create a second copy of your current app based on the new version. Decide which option suits your circumstances, and click the appropriate button.
- If you click Upgrade current app, you see a screen warning you that the upgrade option overwrites the current app and gets rid of any customizations you’ve made to it. If you’re OK with that, check the box and click Continue. If you’re not, click Back to return to the previous screen. Clicking Continue takes you to the configuration wizard. Skip ahead to step 6.
WarningIf you’ve customized your app, click Create new app instead of Upgrade current app to make an app copy based on the new version. This preserves the current version and any customizations, which you can then manually copy into the new version of the app.
- If you click Create new app, you’re taken to the configuration wizard. You don’t see a warning, since you’re not overwriting your current app, which is preserved with any customizations you’ve made to it.
- The configuration wizard is preloaded with the settings you chose last time you used the wizard. You can either keep those settings or change them. Go through each page of the wizard.
- Once you complete the wizard, CRM Analytics shows a screen that indicates which assets are impacted by the upgrade. Review the screen to see how many datasets, dashboards, and lenses will be changed, deleted, or added by the upgrade. It also shows how changed assets will be modified—whether the change is to data or appearance. On the same screen, you have the option to download a file with code for changes made to the app. If you’ve customized the app, download and save the file so you can copy and paste customization code into the upgraded version.
- Upgrade option only: If you’re upgrading your app, click Upgrade current app. Remember, this overwrites any customizations you’ve made. You can also click Back to go back into the configuration wizard and change your selections or click the X in the upper-right corner to cancel.
- Create option only: If you’re creating a new app, name your app something different from the current version and click Create new app. This option saves your current app and all its customizations. You can also click Back to go back into the configuration wizard and change your selections or click the X in the upper-right corner to cancel.
If the link below the app name says “Reset app,” you’re using the latest version and don’t need to upgrade.
