Answer
Overview
Updating to the latest Foxit eSign package in Salesforce ensures access to the newest features, performance enhancements, and security patches. All updates are managed directly via Salesforce AppExchange.
Prerequisites
- Salesforce System Administrator access.
- Existing Foxit eSign package installed in Salesforce.
- Take a backup or snapshot of your Salesforce org and test in a sandbox if possible.
Update Steps
- Check Current Package Version
- Log in to Salesforce as an administrator.
- Navigate to Setup → Quick Find → Installed Packages.
- Locate "Foxit eSign for Salesforce" and note the current version number.
- Access Foxit eSign on AppExchange
- Visit Salesforce AppExchange (appexchange.salesforce.com).
- Search for "Foxit eSign for Salesforce".
- Open the Foxit eSign app listing.
- Start the Update Process
- Click the “Get It Now” or “Update” button on the AppExchange listing.
- Choose the destination (Production or Sandbox) as appropriate.
- Log in if prompted and verify app permissions.
- Install the Latest Package
- Follow the guided installation steps:
- Accept terms and select profile permissions (typically “Install for All Users” for organization-wide access) else choose as per the requirements.
- Click Install and wait for the process to complete. This may take a few minutes.
- You will see a confirmation message once installation/upgrade finishes.
- Post-Update Actions
- Return to Installed Packages in Salesforce Setup and confirm the new version is displayed.
- Re-authenticate Foxit eSign settings if prompted and review any new configuration options or release notes for changes.
- Test key workflows to ensure everything works as expected.
Additional Notes
- Always consult Foxit eSign Support Team if upgrading from a very old version.
- For assistance or troubleshooting, refer to Foxit’s official help documentation or contact support directly.