Keeping your Mogli instance up-to-date ensures you benefit from the latest features, improvements, and security enhancements.
Upgrade Instructions
We encourage you to reach out to help@mogli.com to inform us of your planned upgrade. This allows us to provide any specific guidance and ensure a smoother process tailored to your Mogli setup.
Review Release Notes
Carefully review the Release Notes for the specific Mogli version you are upgrading to. These notes contain crucial upgrade instructions and highlight any potential considerations.
Self-Service Upgrade via AppExchange (for Salesforce Administrators)
If you choose to perform the upgrade yourself, install the latest version of Mogli located in the release notes in your preferred Salesforce environment. During the installation, select the "Install for Admins Only" option.
Especially if your utilization of Mogli is significant, it is strongly recommended to first install the upgrade in your Salesforce Sandbox environment. Thoroughly test all Mogli functionalities in your Sandbox to ensure compatibility with your existing Salesforce configuration and identify any potential issues before proceeding with your Production environment.
Mogli-Assisted Upgrade
If you prefer the Mogli team to handle the upgrade for you, please grant access to your Salesforce org following the instructions for granting support access support access.
Post-Upgrade Configuration Adjustments
Review Release Notes for Configuration: Depending on the nature of the upgrade, certain configuration adjustments within Mogli or your Salesforce setup may be necessary to leverage new features or maintain existing functionality. These required adjustments will be clearly outlined in the Release Note upgrade instructions. This might include updating page layouts, adjusting automation rules, or configuring new settings. Be sure to carefully review and implement these steps immediately after the upgrade is complete.
Best Practices
Always Test in Your Salesforce Sandbox First: This cannot be stressed enough. Upgrading your Sandbox environment allows you to identify and resolve any potential conflicts or issues without impacting your live Production data and critical business processes within Salesforce.
Communicate with Your Team: Inform relevant team members about the planned upgrade schedule and any potential temporary disruptions to Mogli services.
Schedule Wisely: Plan your upgrade during off-peak hours to minimize any impact on users who rely on Mogli for their daily tasks.
Back Up Your Salesforce Data (Optional but Highly Recommended): While AppExchange upgrades are generally safe, having a recent backup of your Salesforce data provides an extra layer of security and peace of mind.
Review the Mogli Release Notes Thoroughly: Don't skip this crucial step! The Release Notes are your comprehensive guide to a successful upgrade, outlining new features, bug fixes, and any necessary post-upgrade steps.
Don't Hesitate to Ask for Help: If you have any questions or concerns at any point during the upgrade process, please don't hesitate to contact help@mogli.com. Our team is here to assist you and ensure a smooth transition to the latest Mogli version.