While we go to great lengths to ensure that the upgrade process will be seamless and automatic, every organization’s environment is different, and there is always a chance of regression after an upgrade. To ensure a smooth upgrade, we recommend:
- Testing in a sandbox prior to upgrading your production environment.
- Documenting your configuration. (Screenshots should suffice.)
- Noting any field set inclusions prior to upgrading, as changes may need to be re-applied.
Performing an Upgrade