User Guide | Upgrading to the Latest Version of Mogli

Mal Leogrande Published on December 16, 2020
 

This knowledge base article includes how-tos and best practices for upgrading to the latest version of Mogli. 

 

Getting Set up on the Latest Version of Mogli

 

  • Reach out to your CSM
    1. Letting us know you plan to upgrade helps our team prepare to support you and minimize any down-time of Mogli functionality.  

 

  • Install the latest version of Mogli via the AppExchange in your preferred environment for Admins only
    1. 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. 

 

  • Grant org access to the Mogli team if we don’t already have login credentials:

 

salesforce lightning graphic

LIGHTNING

salesforce logo

CLASSIC


  • Click on your Avatar (top right corner) > Settings > Grant Account Login Access
  • Set the access expiration date for ‘Tact, L3C’ for a minimum of 1 month.  Save.
  • Please let our team know once you’ve granted access, as we aren’t notified
  • Click on your Name > My Settings > My Personal Information > Grant Account Login Access
  • OR  Setup > My Personal Information > Grant Account Login Access
  • Set the access expiration date for ‘Tact, L3C’ for a minimum of 1 month.  Save.
  • Please let our team know once you’ve granted access, as we aren’t notified

 

  • Depending on the nature of the upgrade, your CSM may have to make configuration adjustments 

 

  • Our team will follow up with you over the next few days to make sure things are still working smoothly post-upgrade 

 

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