Upgrading Hippo Video package in Salesforce is a simple process that can be accomplished in just a few steps. Here's how you can upgrade the Hippo Video package:
Here's how you can upgrade the package:
Step 1: Check for the latest version of Hippo Video package
The link- https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1U000007cRqJ&isdtp=p1 is a pre-requisite to upgrade the Hippo Video package in Salesforce.
This link directs you to the package installation page where you can choose the installation options and initiate the upgrade process. Without this link, you would have to navigate to the Salesforce AppExchange, search for the Hippo Video package, and then initiate the upgrade process. However, using the pre-generated link saves you time and effort by taking you directly to the upgrade page. It ensures that the package is upgraded without any issues or conflicts and helps to ensure a smooth upgrade process.
Step 2: Back up your data
Before upgrading the Hippo Video package, it is always recommended to back up your data. This ensures that if anything goes wrong during the upgrade process, you can easily restore your data to its previous state.
Step 3: Open the upgrade link
Copy the upgrade link provided to you and paste it into your web browser. This link will take you directly to the Hippo Video package upgrade page.
Step 4: Choose the installation options
On the Hippo Video package upgrade page, you will see different installation options. Choose the appropriate installation options based on your requirements. You can either install for all users or specific profiles.
Step 5: Begin the installation process
Click on the "Install" button to start the Hippo Video package upgrade process. Salesforce will check for any conflicts or issues before proceeding with the upgrade process.
Step 6: Review the package upgrade details
After Salesforce completes the conflict check, you will be presented with a page that shows the package upgrade details. Review these details carefully to ensure that the upgrade process is going to be executed as expected.
Step 7: Confirm the upgrade process
If you are satisfied with the package upgrade details, click on the "Confirm Upgrade" button to initiate the Hippo Video package upgrade process.
Step 8: Monitor the upgrade progress
Once you confirm the upgrade process, Salesforce will begin upgrading the Hippo Video package. Monitor the upgrade progress by checking the status of the upgrade on the "Installed Packages" page.
Step 9: Test the new package
After the upgrade process is complete, log in to your Salesforce org and navigate to the Hippo Video app. Use the new features and functionalities and ensure that everything is working as expected.
The below video demonstrates the step-by-step process of upgrading the package using the upgrade link.
Congratulations! You have successfully upgraded the Hippo Video package in Salesforce using the upgrade link
Step 10: Set up the new opportunity reports in the salesforce dashboard
Navigate to the dashboards tab in Salesforce and select All dashboards. Choose the Overall Sales dashboard from the list.
Once you have opened the overall sales dashboard, you can customize it to add new reports.
To do this, follow these steps:
a. Click on the "Edit" button in the top right corner of the dashboard.
b. Click on the "Add" button and select "Report".
c. Select the report you want to add from the drop-down list.
d. Click on "Add" to add the report to the dashboard.
After adding the report to the dashboard, you can customize the report component as per your requirements. To do this, follow these steps:
a. Click on the report component in the dashboard editor.
b. Click on the "Edit" button to open the component properties.
c. Customize the component properties as per your requirements.
d. Click on "Save" to save the changes.
The below video demonstrates the step-by-step process of adding new reports to the dashboard,
Once you have added and customized the report component, you can save and publish the overall sales dashboard. To do this, follow these steps:
a. Click on the "Save" button to save the changes you made to the dashboard.
b. Click on the "Activate" button to publish the dashboard.