RIO Education Upgrade Tasks
This article is to highlight the important tasks for upgrading your RIO Education. The tasks could vary depending on the complexity of your current implementation.
|Review RIO Education release notes
|It is important to review and understand the new features and enhancements introduced to RIO Education.
|Analysis and Design
|This is to analyze the current implementation in your Salesforce instance to identify the gap and changes required for the upgrade. This could include both customization and data.
|Before upgrading in production, it is recommended to perform the upgrade in a sandbox. It is also important to make any necessary changes to the existing implementation identified in the Analysis and Design stage.
|This is to create/modify data required to test the upgrade in sandbox. It is important that you test through all the business scenarios to ensure that everything is working as expected.
This is to deploy all changes done and tested in sandbox to production. This includes:
Note: The TDTM triggers are created for some of the objects by default (they come out-of-the box with EDA or RIO Education). With the EDA or RIO Education new release, more objects will be supported from time-to-time.
If you created the TDTM trigger for the object that was not previously supported, you will need to remove or deactivate the TDTM triggers if it is now supported in the new releases. This is to prevent the TDTM apex classes from being triggered multiple times due to duplicate TDTM triggers.