This topic will walk you through how to upgrade your Salesforce integration from version 2.13+.
If you want to learn more about the Salesforce Integration features that were released with version 2.30, check out the Salesforce Integration Version Log for a detailed log of each Salesforce Integration release from version 2.30 and on.
This article is intended for users with version 2.30+ of the Ironclad Managed Package. The information may not be accurate for previous versions.
Ironclad periodically releases new versions of the Salesforce Managed Package via the AppExchange. You can see the most recent version number on the AppExchange listing.
To upgrade, a Salesforce Admin must navigate to Ironclad’s AppExchange listing and install the latest package version.
Verify Which Package Version You Use
- In Salesforce, navigate to Setup > Packages > Installed Packages > Version Number.
- If your version number is lower than the version number on the AppExchange, we strongly encourage you to update your package as soon as possible. All updates are backwards compatible. If you have questions, please reach out to the Ironclad Support team.
Upgrade from a Legacy Package (Version 2.1 or below)
If you currently use version 2.1 or below, complete the steps in this article. These steps are mandatory to keep your integration functional. Refer to the release notes to learn more about this release's features.
Install the Ironclad Package Update
If you currently use version 2.1 or below, complete the steps in this article. These steps are mandatory to keep your integration functional.
- In the Salesforce AppExchange, locate the Ironclad Managed Package. Verify that the version number is higher than 2.13. Install the package. We highly recommend that you Install for All Users to make sure that there are no permissions issues.
- If you are not already logged into the org you want to install the package to, Salesforce prompts you to log in. For more information on installing packages, refer to Salesforce’s documentation.
The version log below is cumulative. If you are updating from a package version several versions back, read all of the historical release notes for each release to learn how to configure all of the features available.
If you were previously using package version 2.30+ and added an access token, please re-enter your access token after upgrading to package version 3.0+. Follow the instructions in Modifying an Existing Access Token in Salesforce.
This update includes several new features to enhance negotiation and collaboration capabilities in Salesforce:
- upload new document versions (redlines), including fully signed signature packets
- full access to Ironclad’s powerful document viewer, including version comparison, document labels, DOCX and PDF downloads
- view and respond to workflow comments
- add workflow participants using @mentions
- share documents with counterparties
- enhanced admin tracking and controls
We’ve also updated our Salesforce permissions model to include new custom permissions, which enable you to have granular Salesforce controls that customize the integration to your exact business processes.
To learn more about the improved permission model, refer to Manage Salesforce Permissions (Version 3.0 and Above).
To learn how to configure the new features, refer to Set Up The Ironclad Messages Lightning Component and Set Up The Ironclad Documents Lightning Component.
If you are using the Salesforce Initiated Data Refresh and Sync features (see Version 2.30+ below), we strongly encourage you to implement Salesforce API usage notifications to monitor your API call consumption. Please reach out to your Salesforce account team with any questions related to these notifications:
This update includes several new features, including a new module to approve contracts right in Salesforce as well as a fully-customizable process to refresh mapped Salesforce data in Ironclad automatically. We’ve also added more permission and user guidance tools for embedded workflow launch, alongside continued stability improvements and bug fixes.
While installing the managed package, you must grant third-party access to four Ironclad URLs:
Ironclad Approvals Module:
Salesforce Initiated Data Refresh and Sync:
- Refresh Mapped Data in an Ironclad Workflow Overview
- Add the Flow Action to Your Salesforce Flow
- Manually Refresh Salesforce-Mapped Data in an Ironclad Workflow
- Create an Automated Sync Based on CPQ Quote Update
- Create an Automated Sync Based on Opportunity Stage Change
- After setting up this feature, we strongly encourage you to also implement Salesforce API usage notifications to monitor your API call consumption. Please reach out to your Salesforce account team with any questions related to these notifications: