Prepare for upgrading SFCRM

Abstract

How to prepare your Sitecore installation for upgrading the Sitecore Connect for Salesforce CRM connector

To prepare for upgrading the Sitecore Connect for Salesforce CRM (SFCRM) connector to version 7.0, you must:

  • Upgrade Sitecore Experience Platform (SXP) to version 10.2.

  • Upgrade Data Exchange Framework (DEF) to 7.0.

  • Clean old SFCRM items from the SXP content databases.

To upgrade Sitecore, DEF, and clean SFCRM items:

  1. Download the Upgrade Guide for Sitecore Experience Platform for SXP 10.2.0 from the Sitecore download page. Follow the Upgrade Guide to prepare the upgrade and set up the Sitecore.UpdateApp tool. When you get to the Clean the content databases section, perform the following instructions before continuing with the Upgrade Guide.

  2. From the Resource files for Modules page, download the Salesforce CRM Connect Upgrade resources package.

  3. Extract the Salesforce CRM Connect Upgrade resources 1.0.0.zip package to a local directory.

  4. Open the Salesforce CRM Connect Upgrade resources 1.0.0\<version>\Data folder (for the version you are upgrading from), and copy the .dat files that are included in the core, master, and web folders, to the corresponding folder paths under \Sitecore.UpdateApp\. For example:

    • Copy the Data\Items\master\items.master.sfcrm.dat file and paste it in the \Sitecore.UpdateApp\Data\Items\master folder.

    • Copy the Data\Items\web\items.web.sfcrm.dat file, and paste it in the \Sitecore.UpdateApp\Data\Items\web folder.

    Note

    Each folder under the path \Sitecore.UpdateApp\Data\Items\ now contains two files, that is, the file you just copied and the items.<master/web/core>.dat file.

  5. Add DEF upgrade files to the Sitecore upgrade. For detailed information on how to do this refer to the DEF 7.0 installation guide.

  6. When you have added the upgrade files for SFCRM, DEF, and any connector modules you have installed, continue with the instructions in the Upgrade Guide to clean up the databases and upgrade your Sitecore installation.