B2B CRM Application Deployment

To deploy the B2B CRM application, complete the following steps:

1. Install the B2B CRM application.
2. (optional) Deploy the demodata.

To install the B2B CRM application for the first time, use the full version pack. To update the application from the previous versions, use the update packages.

caution

Note that different B2B CRM versions are compatible with different platform versions. If required, update the platform version, otherwise the B2B CRM application will not work correctly.

Full version deployment

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tip

Role required: admin.

To install the B2B CRM application to your instance from scratch, complete the following steps:

Versions 1.0.0, 1.1.0, 1.2.0

Required platform version: 1.18.1 – 1.22.3 (inclusively).

1. Install the [CRM]_1_0_0_full.sop package.
2. Import the JSON file with the demo data and master data [CRM]_1_0_0_demo_data.json.
3. (optional) Install the package with the demo data [CRM]_1_0_0_demo_data.sop.

The numbers in the file titles may be different from the ones mentioned in the instruction depending on the installed version.

Further versions

Required platform version

B2B CRM version	Compatible platform versions
1.2.1, 1.2.2, 1.3.0, 1.3.1, 1.3.2	1.18.1 – 1.22.3 (inclusively)
1.4.0, 1.4.1, 1.5.0, 1.5.1, 1.5.2	1.18.1 – 1.23.3 (inclusively)
1.5.3, 1.5.4	1.24.2 and above
1.5.5	1.25.0 and above

Starting from the 1.2.1 version, the master data and demo data are included in separate files.

1. Install the [CRM]_1_2_1_full.sop package.
2. Import the JSON file with the master data [CRM]_1_2_1_master_data.json.
3. (optional) Import the JSON file with the demo data [CRM]_1_2_1_demo_data.json.
4. (optional) Install the package with the demo data [CRM]_1_2_1_demo_data.sop.

The numbers in the file titles may be different from the ones mentioned in the instruction depending on the installed version.

Update installing

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tip

Role required: admin

Install all versions and patches in their release order.

Example:

To update the application from version 1.1.0 to 1.5.5, sequentially install the update packages in the following order: 1.2.0, 1.2.1, 1.2.2, 1.3.0, 1.3.1 and so on until 1.5.5. Always follow the version deployment instructions.

Demonstration data features:

• the demo data pack installed remains on your instance even after the application update.
• install new demo data packs over the existing demo records. The records will be updated.

1.5.5

Update version 1.5.4 to version 1.5.5

Required platform version: 1.25.0 and above. The compatibility is motivated by the exclusion of ability to use JSON injections in the ACL.

1. Install the [CRM]_1_5_5.sop package.

In this version, we updated the demo data. The installation of the demo data is optional. To install the demo data, complete the following steps:

1. Import the JSON file with the demo data [CRM]_1_5_5_demo_data.json.
2. Import the package with the demo data [CRM]_1_5_5_demo_data.sop.

1.5.4

Update version 1.5.3 to version 1.5.4

Required platform version: 1.24.2 and above.

1. Install the [CRM]_1_5_4.sop package.
2. Import the JSON file with the master data [CRM]_1_5_3_master_data.json.

In this version, we updated the demo data. The installation of the demo data is optional. To install the demo data, complete the following steps:

1. Import the JSON file with the demo data [CRM]_1_5_4_demo_data.json.
2. Import the package with the demo data [CRM]_1_5_4_demo_data.sop.

1.5.3

Update version 1.5.2 to version 1.5.3

Required platform version: 1.24.2 and above. The compatibility is motivated by the appearance of the new WYSIWYG field type.

1. Install the [CRM]_1_5_3.sop package.
2. Import the JSON file with the master data [CRM]_1_5_3_master_data.json.

In this version, we updated the demo data. The installation of the demo data is optional. To install the demo data, complete the following steps:

1. Import the JSON file with the demo data [CRM]_1_5_3_demo_data.json.
2. Import the package with the demo data [CRM]_1_5_3_demo_data.sop.

1.5.2

Update version 1.5.1 to version 1.5.2

Required platform version: 1.18.1 – 1.23.3 (inclusively).

1. Install the [CRM]_1_5_2.sop package.

1.5.1

Update version 1.5.0 to version 1.5.1

Required platform version: 1.18.1 – 1.23.3 (inclusively).

1. Install the [CRM]_1_5_1.sop package.

1.5.0

Update version 1.4.1 to version 1.5.0

Required platform version: 1.18.1 – 1.23.3 (inclusively).

1. Install the [CRM]_1_5_0.sop package.

In this version, we updated the demo data. The installation of the demo data is optional. To install the demo data, complete the following steps:

1. Import the JSON file with the demo data [CRM]_1_5_0_demo_data.json.
2. Import the package with the demo data [CRM]_1_5_0_demo_data.sop.

1.4.1

Update version 1.4.0 to version 1.4.1

Required platform version: 1.18.1 – 1.23.3 (inclusively).

1. Install the [CRM]_1_4_1.sop package.

1.4.0

Update version 1.3.2 to version 1.4.0

Required platform version: 1.18.1 – 1.23.3 (inclusively). The compatibility with the 1.23.3 version is motivated by making the widgets work independent from requesting the s_form context from the parent form to the child form.

1. Install the [CRM]_1_4_0.sop package.

1.3.2

Update version 1.3.1 to version 1.3.2

Required platform version: 1.18.1 – 1.22.3 (inclusively).

1. Install the [CRM]_1_3_2.sop package.

1.3.1

Update version 1.3.0 to version 1.3.1

Required platform version: 1.18.1 – 1.22.3 (inclusively).

1. Install the [CRM]_1_3_1.sop package.

1.3.0

Update version 1.2.2 to version 1.3.0

Required platform version: 1.18.1 – 1.22.3 (inclusively).

1. Install the [CRM]_1_3_0.sop package.

In this version, we updated the demo data. The installation of the demo data is optional. To install the demo data, complete the following steps:

1. Import the JSON file with the demo data [CRM]_1_3_0_demo_data.json.
2. Import the package with the demo data [CRM]_1_3_0_demo_data.sop.

1.2.2

Update version 1.2.1 to version 1.2.2

Required platform version: 1.18.1 – 1.22.3 (inclusively).

1. Install the [CRM]_1_2_2.sop package.

1.2.1

Update version 1.2.0 to version 1.2.1

Required platform version: 1.18.1 – 1.22.3 (inclusively).

1. Install the [CRM]_1_2_1.sop package.
2. Import the JSON file with the master data [CRM]_1_2_1_master_data.json.

In this version, we split the demo data with the master data into separate files. The installation of the demo data is optional. To install the demo data, complete the following steps:

1. Import the JSON file with the demo data [CRM]_1_2_1_demo_data.json.
2. Import the package with the demo data [CRM]_1_2_1_demo_data.sop.

1.2.0

Update version 1.1.0 to version 1.2.0

Required platform version: 1.18.1 – 1.22.3 (inclusively).

1. Install the [CRM]_1_2_0.sop package.

1.1.0

Update version 1.0.0 to version 1.1.0

Required platform version: 1.18.1 – 1.22.3 (inclusively).

1. Install the [CRM]_1_1_0.sop package.