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PathFactory for Sales Beta Update

Summary

This article explains how to upgrade the PathFactory for Sales Beta (formerly PathFactory Insights for CRM) to the Generally Available version (PathFactory for Sales 1.0).

If you were NOT using the Beta version of PathFactory for Sales, install PathFactory for Sales in Salesforce.

PathFactory for Sales 1.0 uses a managed package to install the needed components (Visualforce pages and Apex classes) for PathFactory for Sales within your Salesforce instance. These components will be used to replace the manually created Visualforce pages that you previously created for the Beta application.

Note
This work will be performed in your organization’s Salesforce instance by your Salesforce administrator.

This installation requires the following steps:

Step 1: Remove Beta components from Salesforce
Step 2: Rename existing Visualforce pages
Step 3: Install PathFactory for Sales Managed Package
Step 4: Replace Old Visualforce Pages
Step 5: Make the PathFactory for Sales Tab Visible


Step 1: Remove Beta Components from Salesforce

In this step you will remove the PathFactory Active Contacts Dashboard Visualforce Page and PathFactory Insights Visualforce Tab.

Note
Perform the following steps only if you previously installed the PathFactory Active Contacts Dashboard Visualforce Page and the PathFactory Insights Visualforce Tab. Otherwise, you can skip to Step 2.

Remove PathFactory Insights Tab

  1. Log in to Salesforce with a Salesforce administrator account.
  2. Go to the Salesforce Setup page.
  3. In Quick Find, search for tabs and click the Tabs link.
  4. Delete the PathFactory Insights Tab in the Visualforce Tabs section.

Remove PathFactory Active Contacts Dashboard Visualforce Page

  1. Log in to Salesforce with a Salesforce administrator account.
  2. Go to the Salesforce Setup page.
  3. In Quick Find, search for visualforce and click the Visualforce Pages link.
  4. Delete the PathFactory Dashboard Visualforce page.

Step 2: Rename Existing Visualforce Pages

We will rename the existing PathFactory for Sales Visualforce Pages to ease the transition to using the new Visualforce Pages that will be installed with the managed package.

Note
Why do this?
Changing the existing page labels allows you to easily swap out the old components for the newly installed components of the same name, without getting the two confused.
  1. Log in to Salesforce with a Salesforce administrator account.
  2. Go to the Salesforce Setup page.
  3. In Quick Find, search for visualforce and click the Visualforce Pages link.
  4. Edit the PathFactory Account Visualforce page.
    • In the Label field, change the value to *PathFactory Account and Save.
  5. Edit the PathFactory Contact Visualforce page.
    • In the Label field, change the value to *PathFactory Contact and Save.
  6. Edit the PathFactory Lead Visualforce page.
    • In the Label field, change the value to *PathFactory Lead and Save.
  7. Edit the PathFactory Opportunity Visualforce page.
    • In the Label field, change the value to *PathFactory Opportunity and Save.

Step 3: Install PathFactory for Sales Managed Package

The PathFactory for Sales managed package provides a simple installation of PathFactory for Sales in your Salesforce instance.

  1. Contact your CSM for access to the Sales Managed Package download link.
  2. Log in with a Salesforce administrator account.
  3. Select Install for All Users.
  4. Check the box which says I acknowledge that I’m installing a Non-Salesforce Application that is not authorized for distribution as part of Salesforce’s AppExchange Partner Program.
  5. Click Install.

This package installs the following components in Salesforce:

  • PathFactory Account Visualforce Page: A Visualforce page that’s used in the Account page layout or Lightning record page.
  • PathFactory Contact Visualforce Page: A Visualforce page that’s used in the Contact page layout or Lightning record page.
  • PathFactory Lead Visualforce Page: A Visualforce page that’s used in the Lead page layout or Lightning record page.
  • PathFactory Opportunity Visualforce Page: A Visualforce page that’s used in the Opportunity page layout or Lightning record page.
  • PathFactory Dashboard Visualforce Page: A Visualforce page that’s used in the PathFactory for Sales Visualforce tab.
  • PathFactory for Sales Visualforce Tab: A Visualforce tab that renders the PathFactory Dashboard Visualforce page.
  • PathFactoryInsightsController Apex Class: An Apex class that is used by the PathFactory Dashboard Visualforce page.
  • PathFactoryInsightsControllerTest Apex Class: Tests for the PathFactoryinsightsController Apex class.

Step 4: Replace Old Visualforce Pages

We will now replace the previously installed Visualforce pages with the ones that were installed by the managed package.

If PathFactory for Sales was previously installed in the Account, Contact, Lead, and Opportunity Page Layouts (Salesforce Classic and Salesforce Lightning)

  1. Go to the Account Page Layouts editor.
    • If using Salesforce Classic, from Setup, select Customize > Accounts > Page Layouts in the Build section and click Edit next to the page layout which contains the existing PathFactory Account Visualforce page.
    • If using Salesforce Lightning, from Setup, select Object Manager > Accounts > Page Layouts and click on the page layout which contains the existing PathFactory Account Visualforce Page.
  2. Scroll to where the existing PathFactory Account Visualforce Page is placed in the layout and you will see that it is now named *PathFactory Account. Remove this component and replace it with the PathFactory Account Visualforce page.
  3. Ensure the height of the newly added component is set to 660 pixels.
  4. Repeat steps 1-3 for the Contact, Lead, and Opportunity Page Layouts.

If PathFactory for Sales was previously installed in the Account, Contact, Lead, and Opportunity Lightning Record Pages (Salesforce Lightning)

  1. From Setup, select Object Manager > Accounts > Lightning Record Pages and click on the Lightning record page which contains the existing PathFactory Account Visualforce Page. Then click the Edit button.
  2. Scroll to where the existing PathFactory Account Visualforce Page is placed in the layout and you will see that it is now named *PathFactory Account. Replace this component and with the PathFactory Account Visualforce page in the dropdown in the right sidebar.
  3. Ensure the height of this component is set to 660 pixels.
  4. Repeat steps 1-3 for the Contact, Lead, and Opportunity Lightning Record Pages.

Step 5: Make the PathFactory for Sales Tab Visible

In Salesforce Classic:

  1. From Setup, go to Create > Apps and click Edit on the app that you wish to add the PathFactory for Sales tab.
  2. In the Available Tabs picklist, select PathFactory for Sales and move it to Selected Tabs.
  3. Click Save.

In Salesforce Lightning:

  1. From Setup, go to Apps > App Manager. Click the dropdown arrow next to the app that you wish to add the PathFactory for Sales tab and click Edit.
  2. Click Navigation Items.
  3. In the Available Items picklist, select PathFactory for Sales and move it to Selected Items.
  4. Click Save.
Updated on July 6, 2022

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