Introduction
Docebo maintains and updates the integration package of the Docebo for Salesforce integration for three main reasons:
- New features. New features are added to the integration on a constant basis. Before the new feature is released, you will receive communication and you will have a test period before it goes live.
- Bug fixing. The bug fixing activity is aimed at fixing the problems reported on the vanilla integration. If the bug fix does not change the business logic of the feature, it is released during the weekly maintenance release and communicated on the Product updates page.
- Performance improvements. Similar to bug fixing, these types of changes do not impact the business logic and are released during the weekly maintenance release and communicated on the Product updates page.
When the integration package is not updated, you are required to update it manually. This article is a guide on how to do so. If you don’t see the update option, it means your platform is already using the latest Salesforce integration package.
Updating the integration package
In order to update the Docebo for Salesforce integration package, log in as the Superadmin, access the Navigation menu > Add-ons and integrations (jigsaw icon) > Salesforce. From here, move to the Settings tab and select Update.
You will be redirected to Salesforce. Log into your Salesforce account and, select the types of users for which you would like to install the Docebo app (if in doubt, select Install for all users) and press Upgrade to proceed.
The package number is the one communicated to you via email. This information is also available in the Product updates page.
Best practice: Even if the package made available does not include breaking changes, make sure you install it as soon as possible in order to be aligned with the latest release of the integration.