Upgrade & Update Guide

Flexpricer uses the following terminology regarding app upgrades and updates…

• Update: typically performed from AppExchange to bring your installed version to the latest version and will provide you access to the latest enhancements to the features that you currently have enabled. An update will not necessarily provide you with new functionality.

• Upgrade: an operation performed by the support team to enable or activate features in the version of Flexpricer you have installed.

Updates

When you update from your installed version of Flexpricer to the latest from AppExchange, Salesforce treats the update process slightly differently to a brand new installation.

You may need to make changes to your Flexpricer Settings page, app tabs and page layouts as shown below.

If you’d like to see suggested layouts for pages, feel free to visit AppExchange and try the Flexpricer Trial. You’ll receive a pre-configured Salesforce organisation that includes Flexpricer pre-installed and configured. You can use this to assess changes that you may like to make in your Salesforce organisation.

• Visit Flexpricer’s AppExchange Listing
• Press the Get It Now button
• Select Continue as Guest
• Enter your details on the pop-up form – remembering to create a unique Salesforce username
• You’ll then receive login details to time-limited trial of Salesforce with Flexpricer preconfigured

Flexpricer Settings Page

• If any new capability is included in the update that changes the behaviour of a feature you have activated, that capability will be disabled by default.
• You must explicitly enable a new feature or new capability that you wish to use on the Flexpricer Settings page after you have completed your update.
• Existing settings are left untouched during the update process.

App Tabs

• Like all AppExchange Apps, when your current Flexpricer ‘App’ – that’s the drop-down list in the top right of the page in Classic, or in the 9-dot selection list at the far right of navigation in Lightning – is upgraded, the ‘App’ is left untouched.
• This means that you do not automatically see any new tabs that are provided in the app.
• To resolve this, check the list of available tabs and add them to your App.
• As of March 2020, Flexpricer include 18 tabs:
  1. Flexpricer Settings (visualforce page)
  2. Account Groups
  3. Addons
  4. Billing
  5. Billing Schedule (future use)
  6. Bundle Price
  7. Contracted Price
  8. Contracted Volume Price
  9. Finance Schedule
  10. Group Member
  11. Group Relationship
  12. Location
  13. Matrix Price Adjustments
  14. Product Groups
  15. Quantity Rate
  16. Related Product (Upsell/downsell/crosssell/compatible/incompatible products)
  17. Subscription (note that Salesforce also have a standard tab called Subscription, so be careful to pick the right one!)
  18. Volume Price

Page Layouts

• When Flexpricer is installed, new page layouts are created for the new custom objects that are created.
• No changes are made to standard object page layouts unless you move the relevant sliders on the Onboarding Tab of the Settings page.
• When Flexpricer is updated
  • No changes are made to standard object page layouts
  • No changes are made to existing custom object page layouts
  • New page layouts are provided for any new custom object created during the update process

Upgrades

When you upgrade an edition of Flexpricer (i.e. you sign a license agreement that incorporates additional features), you may not need to update the app.

If the features that you have licensed are available in the version of the app you have installed, the Flexpricer Support team can make these immediately available to you.

If the features that you have newly licensed are not availble in the version of the app you have installed, you will need to perform an Update from AppExchange to get the latest version of the app so that the Flexpricer Support team can make the feature available to you.