Upgrading

How-Tos & Best Practices for Upgrading to the Latest Version of Mogli

Keep the following in mind when upgrading Mogli:

1. Review the Release Notes to review upgrade instructions. Feel free to reach out to help@mogli.com to let us know you plan to upgrade or if you'd like us to complete the upgrade for you.
2. If you are completing the upgrade yourself - install the latest version of Mogli via AppExchange in your preferred environment for Admins only. IMPORTANT: Especially if your utilization of Mogli is heavy, we recommend installing any offered upgrades in your Sandbox and testing thoroughly before installing in Production.
3. If Mogli will be completing the upgrade for you - Grant org access to the Mogli team:
4. Depending on the nature of the upgrade, configuration adjustments may be needed. These will be outlined in the Release Note upgrade instructions.