fonteva upgrade checklist - aplusify
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Fonteva Upgrade Checklist
2
What if you don’t upgrade?
Aplusify’s Upgrade Checklist
Pitfalls & Mistakes to Avoid
33
Fonteva 20 Spring
Combining Invoice & Sales Order Objects
Enhanced Event Login & Registration
Compliance with Web Content Accessibility Guidelines
Multilingual Translation Support for Community Sites
3D Secure 2.0
44
Benefits - You’ll Miss if You Don’t Upgrade
Combining Invoice & Sales Order Objects
Any object that relied on the Invoice object (Receipt Line, Transaction Line, Credit Notes, etc.) now looks up to the Sales Order object.
● simplifies reporting● reduces the need for configuration and
customizations to calculate totals on the Sales Order● significantly reduces the number of records in the
system. This helps you save on storage costs
Enhanced Event Login & Registration ● Event login functionality extended to staff users● Single Form Per Event Registration: A single form will
be captured for each event registration as opposed to capturing a form for every attendee.
3D Secure 2.0● Customers are authenticated more accurately without
having the need of asking for a static password.
55
Release Date Release Name Release Date Release Name
May 2, 2018 Summer ‘18 Release March 2019 2018-R1
August 29, 2018 Winter ‘19 Release
December 20, 2018 Spring ‘19 Release March 2019 2018-R2
April 24, 2019 Summer ‘19 Release July 2019 2019-R1
August 28, 2019 Winter ‘20 Release
January 1, 2020 Spring ‘20 Release
May 13, 2020 Summer ‘20 Release September 2020 Fonteva 20 Spring
September 9, 2020 Winter ‘21 Release
Salesforce & Fonteva Release History
66New & Deprecated Objects/Fields History
Release New Objects New Fields Deprecated Fields
2018-R1 to 2018-R2
● Community Site (LTE__Site__c)
● Community Site Event
(LTE__Site_Event__c)
● Community Menu Item
(LTE__Menu_Item__c)
● In Item object new field eStore
Description (OrderApi__eStore_Description__c)
● In Item object new field
Inventory Message (OrderApi__Inventory_Message__c)
● In Price Rule object new field
(OrderApi__Price_Rule__c) Tax Inclusive Price (OrderApi__Tax_Inclusive_Price__c)
● In Price Rule object new field
Is Promotional Price (OrderApi__Is_Promotional_Price__c)
● Store (OrderApi__Store__c)
● Community Menu Item
(LTE__Menu_Item__c)
● Community Site (LTE__Site__c)
● Membership
(OrderApi__Subscription__c)
77New & Deprecated Objects/Fields History
Release New Objects New Fields Deprecated Fields
2018-R2 to 2019-R1
● Credit Note
(OrderApi__Credit_Note__c)
● Order Summary
(OrderApi__Order_Summary__c)
● In ePayment Line Object new
field Sales Order Line (OrderApi__Sales_Order_Line__c Lookup(Sales Order Line))
● In Invoice object new Field
Credit Notes/Adjustments (OrderApi__Credits_and_Adjustments__c)
● In Invoice object new Field
Credit Note (OrderApi__Credit_Note__c Lookup(Credit Note))
● Attendee
(EventApi__Attendee__c) => Invitation Status (EventApi__Invitation_Status__c)
● Invoice
(OrderApi__Invoice__c) => Adjustments (OrderApi__Adjustments__c)
● Invoice Line
(OrderApi__Invoice_Line__c) => Is Child Line (OrderApi__Is_Child_Line__c)
88New & Deprecated Objects/Fields History
Release New Objects New Fields Deprecated Fields
2019-R1 to Fonteva 20 Spring
● Translation (Framework__Translation__c) ● Sales Order => Balance Due
● Sales Order => Amount Paid
● Sales Order => Amount
Refunded
● Sales Order => Credits Applied
● Sales Order => Credit
Notes/Adjustments
● Sales Order => Is Voided
● Sales Order => Overall Total
● Sales Order => Paid Date
● Sales Order => Status
● Sales Order => Subtotal
● Sales Order => Is Cancelled
● Sales Order => Suspended
Date
● Sales Order => Cancelled
Date
● Sales Order => Status
● Sales Order => Posting Status
● Sales Order => Closed Status
● Sales Order => Schedule
Status
99
Pre Upgrade
❏ Analysis of customizations,
Process builder, VF pages
❏ Analysis of New
Objects/Fields and Deprecated Objects/Fields
❏ Impacted reports and
interfaces
❏ Impacted integration
analysis with any other third party apps
❏ Test case documentation
Post Upgrade
❏ Prepare a roll-back plan,
downtime windows and impact
❏ Production verification
testing of critical revenue impacting scenarios (Jointly with the user)
❏ Refactoring of reports
❏ Integration testing and
upgrade with other third party apps
During Upgrade
❏ Code/Support Freeze
during the upgrade
❏ Upgrade on Sandbox [Full
(preferred) or Partial Sandbox]
❏ Transform data to align with
updated data schema
❏ Developer testing on the
basis of test cases
❏ User Acceptance Testing
and Training
Upgrade Process Considerations
1010
Pre Upgrade
❏ Selection of Lightning
Template
❏ Test case preparation related to member community
❏ Sign-off of the design elements and customer service check-list
❏ URL formats will change so any links on the public websites needs to be updated
Post Upgrade
❏ Prepare a roll-back plan,
downtime windows and impact
❏ Production upgrade
❏ Member/customer
marketing and communication
❏ Production verification
testing and sign-off
❏ Update URLs, if there are
any links on the webpages
During Upgrade
❏ Refresh Sandbox
❏ Migrate customization to
lightning components
❏ Testing on the basis of test
cases
❏ UAT of lightning component
❏ Prepare member training,
marketing and communication plan for the new interfaces
Upgrade To Lightning Community
11Avoidable Mistakes
Ensure that there is a data transformation plan and testing
Roll-out critical updates prior to Sandbox refresh
Freeze regular updates on the platform during the upgrade process
Links of the URL should be updated in custom code as well as in the website
PVT with the stakeholder for critical revenue impacting functionalities
Prepare a roll-back plan and scenarios
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