Upgrading SVMXC/SVMXSB Salesforce Packages From 23.2 or 24.1 to 24.2
Salesforce Changes
Process Builder Deactivation
After you perform an SVMXC/SB package upgrade in Salesforce, out-of-the-box Process Builders that were previously deactivated to support customizations are activated. Therefore, to avoid duplicate platform event creation, OOTB Process Builders must be deactivated.
To deactivate Process Builders:
1. In Salesforce, in ServiceMax Setup, under the active Org-wide profile, in the Dispatch Management module and Service Board submodule, update the SET020 setting with a comma-separated list of the API names of the Process Builders to be deactivated. Be sure to omit the prepended namespace string (SVMXSB_) from the full API name, for example:SM_Notify_Service_Board_for_USER,SM_Notify_Service_Board_for_WORD
2. In the Developer Console, run the following Apex code:
SVMXSB.TOOL_SB_PostPackageInstall postinstallHandler = new SVMXSB.TOOL_SB_PostPackageInstall();
postinstallHandler.manualInstall(null);
postinstallHandler.manualInstall(null);
Additional Upgrade Steps
If you use either Process Builders or Flows in Service Board 23.2or Service Board 24.1, and prefer to continue using the same option in Service Board 24.2, no additional configuration is required. To migrate from Process Builders to Flows, manual configuration is required.
To migrate from Process Builders to Flows:
1. In Salesforce, on the Setup page, in the left pane, in the Platform Tools section, under the Process Automation node, click Process Builder, and then in the list view, locate and deactivate the Process Builder with the name Notify users via email for records that are not synchronized.
2. Upgrade your SVMXSB package to 24.2, and then create custom Flows and custom filters to replicate any previously configured custom Process Builders and filters.
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For more information, see Migrating from Process Builders to Flows and Configuring Real-Time Sync Filtering With Flows in Service Board for Implementers
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3. On the Salesforce Setup page, in the left pane, in the Platform Tools section, under the Process Automation node, click Process Builder, and then in the list view, deactivate all active Process Builders for Service Board real-time sync.
4. On the Salesforce Setup page, under the Process Automation node, click Flows, and then in the list view, activate the Flows for Service Board real-time sync.
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To complete these upgrades, the integration user must either have the System Administrator profile in Salesforce, or have read access to the Dependency Group field of the Work Order object (SVMXC__Dependency_Group__c) and the Dependency Management object.
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