Upgrading the Vision-e Scan Salesforce AppExchange Package

Step 1: Prepare for the Upgrade

• Review Release Notes: Check the latest release notes to understand new features, improvements, and any important changes or requirements.

Step 2: Get the Upgrade Link

• Find Vision-e Scan on AppExchange: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B5BYQEA3
• Start the Upgrade – Click “Get It Now” to begin the process.

Step 3: Install the Upgrade

• Choose the Installation Environment: Decide whether to install in a sandbox (recommended for testing) or directly in production.
• Follow the Installation Steps: Complete the process by selecting which users or profiles should have access.

Step 4: Post-Upgrade Checks

• Verify Installation: Go to Setup → Installed Packages to confirm the new version is installed.
• Configure New Features: Adjust any new settings or functionality as needed.
• Test the App: Validate that scanning, OCR, and other key features work properly.

Step 5: Rollout to Users

• Update Documentation: Revise internal guides or training materials to reflect major changes.
• Train Your Team: Provide a walkthrough or communication so users understand updates and how to use them effectively.