Prerequisites & Eligibility for Version 2.3 Upgrade

Before upgrading to Version 2.3, it’s important to determine if your organization meets the necessary criteria.

• New Customers: All new customers will automatically be onboarded with Version 2.3.

• Existing Customers: If you are currently using the Salesforce Plugin and require enhanced capabilities—such as Account Insights, Agent Insights, improved Case Summarization, or Agent Assist features like Case Prioritization and Knowledge Search—you are eligible for this upgrade.

• UWF Migration Requirement: If your organization uses the legacy write-back functionality within the Salesforce Plugin, completing the UWF Migration is a prerequisite for upgrading to Version 2.3.

Note: Always reach out to the Support team for any assistance or clarifications.

Package Installation Steps

1. Open the link below in a browser window:

Sandbox: Version 2.3

Production: Version 2.3

2. Enter your Username and Password for the Salesforce Org. Once logged in successfully, you will be redirected to the following page.

3. On this page, select for whom the new package should be installed:

1. For Admins only
2. For All Users
3. For Specific Users

4. Select the appropriate option as per your requirement (For all users in this case), then click on the Install button. Check the checkbox below and grant permission.

5. Checking the checkbox and clicking Continue will initiate the installation process.

6. Once the package is successfully installed, you can verify it by either clicking Done or navigating through:

Setup > Quickfind 

7. Package: 

(Refer Post-Deployment steps)