Steps to Upgrade to Elements Major Release 2

Please have your Designated Support Contact submit a support ticket for the upgrade link. Once the link is available, the Support Team will respond to the ticket.

1. Determine if you are going to install the updates to your Production or Sandbox environments.
2. Using the Elements upgrade link provided by support, log in with your Salesforce credentials. Note: please make sure to use the Admin credentials to install the upgrade correctly.
3. On the upgrade screen, select Install for Specific Profile. ->DO NOT CLICK UPGRADE JUST YET<- 

4. Scroll down and make the following selection for the two highlighted profiles, and any other custom profiles you use.  

5. Scroll back up and click Upgrade.

6. Go take a coffee/tea break as this will take about 5-10 minutes to complete.

7. Congratulations, you’ve successfully upgraded Elements to the latest version.

Next Step: Use this article to learn how to incorporate the Deals upgrades into your Elements.

Or follow the steps provided here to install the Data Broker Consolidated Buttons here.