Why You Should Upgrade

Upgrading to the latest Vision-e Scan package gives you access to new and improved features designed to enhance your scanning experience. Updates include bug fixes to keep things running smoothly and stability improvements for a more reliable and efficient workflow.

You can find details about our latest features and download the most recent version of the Vision-e Scan package here.

Upgrading the Vision-e Scan Salesforce AppExchange Package

Upgrading the Vision-e Scan package ensures your Salesforce environment stays up to date with the latest features, improvements, and bug fixes. Follow these steps for a smooth upgrade.

Step 1: Prepare for the Upgrade

• Review Release Notes – Check the latest release notes for an overview of new features, enhancements, and any important changes or requirements.
• Confirm System Compatibility – Make sure your Salesforce org meets the necessary requirements, including edition compatibility, permissions, and integrations.
• Back Up Your Data – While the upgrade won’t typically affect your data, it’s always a good idea to back up your records and configurations.
  

Step 2: Get the Upgrade Link

• Find Vision-e Scan on AppExchange – Search for the package on Salesforce AppExchange and go to the listing page.
• Start the Upgrade – Click “Get It Now” to begin the process.
  

Step 3: Install the Upgrade

• Choose the Installation Environment – Decide whether to install the upgrade in a sandbox or directly in production. A sandbox is recommended for testing before rolling it out.
• Review and Grant Permissions – Check the required permissions and ensure they align with your organization’s security policies.
• Follow the Installation Steps – Complete the installation by selecting the users or profiles who need access.
  

Step 4: Post-Upgrade Checks

• Verify Installation – Go to Setup → Installed Packages to confirm that the new version is successfully installed.
• Configure New Features – If the update includes new settings or functionality, adjust configurations as needed.
• Test the App – Make sure scanning, OCR, and any other key features work correctly, especially if you use custom configurations or integrations.
  

Step 5: Rollout to Users

• Update Documentation – If there are major changes, update any internal guides or training materials.
• Train Your Team – Provide a quick walkthrough or communication to ensure users understand the updates and how to use them effectively.