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.

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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)



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)



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

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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

Fonteva Upgrade Checklist - Aplusify

Documents

Transcript of Fonteva Upgrade Checklist - Aplusify