Upgrading SFCRM on-prem

Abstract

Guide to upgrading the Sitecore Connect for Salesforce CRM connector on-prem

This topic describes how to upgrade your installation from Sitecore Connect for Salesforce CRM (SFCRM) to 7.0. The upgrade requires you to also update your Sitecore Experience Platform to 10.2.0 and your Data Exchange Framework installation to 7.0.

Before you upgrade SFCRM you must have installed Sitecore Experience Platform 10.1 or earlier, Sitecore Data Exchange Framework (DEF) 6.0 or earlier, and Sitecore Connect for Salesforce CRM 6.0 or earlier.

To upgrade SFCRM:

  1. Upgrade your Sitecore Experience Platform to 10.2 and your DEF installation to 7.0 using the instructions in the Prepare for upgrading SFCRM section in this guide.

  2. Upgrade SFCRM on your content management or standalone servers.

  3. If you have installed SFCRM on your content delivery servers, upgrade SFCRM on the content delivery servers.