This section covers all the required upgrade tasks for upgrading Intelligent Workflow Approvals to the latest version from the previous two releases.

If you do not have Intelligent Workflow Approvals installed, you can contact Apttus Support to request an installation link, then perform the standard installation as described in Installing Apttus Intelligent Workflow Approvals.

Preparing for Upgrade

Before you upgrade to Intelligent Workflow Approvals on Salesforce Summer 2020, you must ensure the following:

  • You go through Intelligent Workflow Approvals on Salesforce Feature by Release to know about the new features, enhancements, and deprecated features in Intelligent Workflow Approvals since your existing release. After you upgrade Intelligent Workflow Approvals to Spring 2020, you cannot roll back to any previous release.
  • You have the supported platforms and system requirements
  • You have access to the Install Center on the Apttus Community Portal for Intelligent Workflow Approvals managed package and dependent packages.
  • You must have administrator privileges to your Salesforce org.
  • You need not back up your configurations. All configurations you performed since you installed your existing release will remain intact after the upgrade.

Upgrading to Intelligent Workflow Approvals on Salesforce Spring 2020

This section describes step-by-step instructions to upgrade from Winter 2019 and Spring 2020 to Summer 2020.

Upgrading Intelligent Workflow Approvals Winter 2019 to Summer 2020

  1. Go to Setup > Installed Packages and ensure that your Salesforce org has the following Winter 2019 packages already installed.

    OrderProduct

    Version Name | Version Number

    1Apttus Approvals Management 10.2.0077 | 10.77
    2

    Apttus CPQ Approvals Management

    (Required if you are using CPQ)

    10.2.0015 | 10.15
    3

    Apttus Contract Management

    (Required if you are using CPQ and Agreement Approvals)

    10.0.0444.1 | 10.444.1
    4

    Apttus Proposal Management

    (Required if you are using CPQ Approvals)

    8.5.0177 | 8.177
    5

    Apttus Configuration & Pricing

    (Required if you are using CPQ Approvals)

    11.0.1552 | 11.1552
    6

    Apttus Quote/Proposal Configuration Integration

    (Required if you are using CPQ and Proposal management)

    10.2.0263 | 10.263
    7

    Apttus Contract-Configuration Integration

    (Required if you are using CLM)

    10.1.0103 | 10.103
    8

    Apttus Quote/Proposal Approvals Management

    (Required if you are using Proposal Management)

    6.5.0004 | 6.4
    9

    Apttus Custom Approvals Management

    (Required if you are using Apttus Objects or other Salesforce Standard/Custom Objects)

    1.0
  2. Ensure that you have the following packages and dependent packages to upgrade to Summer 2020. These packages are required to utilize the new features and enhancements of Summer 2020. 

    Order

    Product

    Version Name | Version Number

    1Apttus Approvals Management11.1.0161 | 11.161
    2

    Apttus CPQ Approvals Management

    (Required if you are using CPQ)

    11.0.0018 | 11.18
    3

    Apttus Base Library

    (Pre-requisite for Apttus Contract Manangement)

    1.0.93 | 1.93
    4

    Apttus Contract Management

    (Required if you are using CPQ and Agreement Approvals)

    11.0.0547 | 11.547
    5

    Apttus Proposal Management

    (Required if you are using CPQ Approvals)

    10.1.0209 | 10.209
    6

    Apttus Configuration & Pricing

    (Required if you are using CPQ Approvals)

    12.1.1787 | 12.1787
    7

    Apttus Quote/Proposal Configuration Integration

    (Required if you are using CPQ and Proposal management)

    12.1.0332 | 12.332
    8

    Apttus Contract-Configuration Integration

    (Required if you are using CLM)

    10.1.0103 | 10.103
    9

    Apttus Quote/Proposal Approvals Management

    (Required if you are using Proposal Management)

    6.5.0004 | 6.4
    10

    Apttus Custom Approvals Management

    (Required if you are using Apttus Objects or other Salesforce Standard/Custom Objects)

    1.0
  3. Perform the upgrade. The upgrade procedure is the same as the installation procedure. Install the required managed package in the same order as mentioned in the table below. For detailed information on installing managed packages, see Installing Apttus Intelligent Workflow Approvals.
  4. After the upgrade is complete, perform the post-upgrade tasks.

Upgrading Intelligent Workflow Approvals Spring 2020 to Summer 2020

  1. Go to Setup > Installed Packages and ensure that your Salesforce org has the following Spring 2020 packages already installed.

    Order

    Product

    Version Name | Version Number

    1Apttus Approvals Management11.0.0109 | 11.109
    2

    Apttus CPQ Approvals Management

    (Required if you are using CPQ)

    11.0.0016 | 11.16
    3

    Apttus Base Library

    (Pre-requisite for Apttus Contract Manangement)

    1.23 | 1.23
    4

    Apttus Contract Management

    (Required if you are using CPQ and Agreement Approvals)

    11.0.0505 | 11.505
    5

    Apttus Proposal Management

    (Required if you are using CPQ Approvals)

    8.5.0177 | 8.177
    6

    Apttus Configuration & Pricing

    (Required if you are using CPQ Approvals)

    12.0.1681 | 12.1681
    7

    Apttus Quote/Proposal Configuration Integration

    (Required if you are using CPQ and Proposal management)

    10.2.0263 | 10.263
    8

    Apttus Contract-Configuration Integration

    (Required if you are using CLM)

    10.1.0103 | 10.103
    9

    Apttus Quote/Proposal Approvals Management

    (Required if you are using Proposal Management)

    6.5.0004 | 6.4
    10

    Apttus Custom Approvals Management

    (Required if you are using Apttus Objects or other Salesforce Standard/Custom Objects)

    1.0



  2. Ensure that you have the following packages and dependent packages to upgrade to Summer 2020. These packages are required to utilize the new features and enhancements of Summer 2020. 

    Order

    Product

    Version Name | Version Number

    1Apttus Approvals Management11.1.0161 | 11.161
    2

    Apttus CPQ Approvals Management

    (Required if you are using CPQ)

    11.0.0018 | 11.18
    3

    Apttus Base Library

    (Pre-requisite for Apttus Contract Manangement)

    1.0.93 | 1.93
    4

    Apttus Contract Management

    (Required if you are using CPQ and Agreement Approvals)

    11.0.0547 | 11.547
    5

    Apttus Proposal Management

    (Required if you are using CPQ Approvals)

    10.1.0209 | 10.209
    6

    Apttus Configuration & Pricing

    (Required if you are using CPQ Approvals)

    12.1.1787 | 12.1787
    7

    Apttus Quote/Proposal Configuration Integration

    (Required if you are using CPQ and Proposal management)

    12.1.0332 | 12.332
    8

    Apttus Contract-Configuration Integration

    (Required if you are using CLM)

    10.1.0103 | 10.103
    9

    Apttus Quote/Proposal Approvals Management

    (Required if you are using Proposal Management)

    6.5.0004 | 6.4
    10

    Apttus Custom Approvals Management

    (Required if you are using Apttus Objects or other Salesforce Standard/Custom Objects)

    1.0
  3. Perform the upgrade. The upgrade procedure is the same as the installation procedure. Install the required managed package in the same order as mentioned in the table below. For detailed information on installing managed packages, see Installing Apttus Intelligent Workflow Approvals.
  4. After the upgrade is complete, perform the post-upgrade tasks.

Performing the Post Upgrade Tasks

After upgrading the Intelligent Workflow Approvals package and dependent packages, you must ensure the following:

  • All custom settings are correct as described in Approval System Properties and Approvals Custom Config Settings.
  • All upgrade scenarios must work the same way as the previous release.
    • Callbacks: Call back class must not change.

    • Metadata changes: Validate all pick-list type fields.

    • Layout changes: Validate layout changes.

    • RemoteAPIcalls: All API calls must be functional.

  • All approval process data must work after upgrade including submit/approve/reject flows.

The upgrade procedure above is tested against basic set up and not custom code or trigger.