Upgrading to 3B Forms v4: A Two-Step Guide

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Welcome to the upgrade guide for 3B Forms, the native form builder on Salesforce. We've recently released 3B Forms v4, which brings exciting new features and enhancements. However, it's important to note that this version is incompatible with all previous versions. To ensure a smooth transition to v4 and prevent accidental upgrades, we've established a two-step upgrade procedure.

Step 1: Upgrade to Patch 1.66.1

Before you can make the leap to 3B Forms v4, you must first upgrade to Patch 1.66.1. This intermediary step is crucial to maintain data integrity and prevent data loss during the transition. The following steps outline how to upgrade to Patch 1.66.1:

  1. Backup Your Data: Before initiating any upgrade, it's always wise to back up your data. Use Salesforce's data export tools to create a backup of your existing forms and related data.
  2. Install Patch 1.66.1: Please note that this link will be updated with the actual download link once it becomes available.
  3. Test Your Forms: After installing the patch, thoroughly test your existing forms to ensure they function correctly. This step is crucial to confirm that your data is intact and functioning as expected.

Step 2: Upgrading to 3B Forms v4

Once you have successfully upgraded to Patch 1.66.1 and confirmed that your forms are functioning correctly, you can proceed to upgrade to 3B Forms v4. Here are the steps to do so:

  1. Prepare a Fresh Sandbox: We strongly recommend creating a fresh Salesforce sandbox for this upgrade. This will provide a safe environment for testing and minimize any potential issues.
  2. Install 3B Forms v4+: Install 3B Forms v4+ in your fresh sandbox using the installation link provided for this version.
  3. Manual Form Replication: Since 3B Forms v4 is incompatible with versions 1.66 and lower, you will need to manually replicate your forms in the org where v4+ is installed. This step ensures that your forms are optimized for the latest features and functionality.
  4. Test and Validate: After replicating your forms in the new environment, thoroughly test and validate their functionality to ensure a seamless transition.

Data Migration Considerations

For customers upgrading from versions 1.66 and lower, please be aware that all forms in the older versions will be lost during the upgrade process. This is why we recommend the two-step upgrade approach outlined above. The manual replication of forms ensures that you retain your valuable data and can take full advantage of 3B Forms v4's capabilities.

By following these steps, you can successfully upgrade to 3B Forms v4 while safeguarding your data and ensuring a smooth transition. If you encounter any issues or have questions during the upgrade process, please don't hesitate to reach out to our support team for assistance.

https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3X000002xWxv - Download Patch 1.66.1

We appreciate your continued support of 3B Forms and hope you enjoy the new features and improvements in version 4!

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