There are 2 ways to upgrade the Yext Salesforce managed package, depending on the version you are currently using:

• Upgrade process for versions after v.4.5
• Upgrade process for versions prior to v. 4.5

To view your current version - 

1. In Salesforce’s top-right, click the Setup (gear) icon.
2. In the Setup page’s side menu, search for and go to Installed Packages.
3. In the Installed Packages table, scroll to the HearsayForSalesforce row. Depending on your version, the managed package could also be listed as Hearsay Applications For Salesforce. Your version number will be listed in the row’s second column.

Upgrade process for versions after v.4.5

If you are on v. 4.5 or later of the HearsayForSalesforce managed package, you can opt to receive automatic push upgrades to the latest version of Embedded Relate managed package in their sandbox and/or production environments. This eliminates manual upgrades and ensures immediate access to new features and bug fixes. Contact your Customer Success Manager with your Salesforce Organization ID, Organization name, and Instance to enable push upgrades.

You can also manually upgrade using the link provided in the release notes or by the enablement team. The link directs you to Salesforce’s package upgrading wizard. Follow the steps as directed by Salesforce. 

Learn more about upgrading managed packages at Salesforce Help.

Upgrade process for versions prior to v. 4.5

If you are on an older version of the HearsayForSalesforce managed package (before v.4.5), you will have to: 

1. Uninstall your current package. 
2. Install the new package using the link provided. 

This is a one-time requirement when upgrading to the newest version of Embedded Relate, which has shifted to Salesforce’s Second-Generation Managed Package. While this process is cumbersome, it paves the way for smoother future upgrades, eliminating uninstall and reinstall cycles going forward.

1. Uninstall your current package:

1. Go to Setup → Installed Package.
2. Click Uninstall for the Hearsay Applications For Salesforce item.
3. Select an option (Yes / No) for saving your package data for 48 hours after uninstallation. Saving your package data allows you to retain application settings made by admins.
4. Click Uninstall at the bottom of the page.

If any of the components are still in use during the uninstallation process, an error message will display showing a list of conflicts.

Error message showing a list of conflicts

The following components may need to be individually removed:

Permission Sets - To remove admin and user permission sets:

1. Go to Setup → Permission Sets
2. Select Hearsay Admin  
3. Click Manage Assignments at the top of the page
4. Delete users from the Current Assignments table
5. Repeat this process for the Hearsay User permission set if applicable.

Hearsay Relate widgets - Please follow Salesforce’s instructions to remove the Hearsay Relate widgets from the pages where they have been added (like the Home page, Contact pages, etc.).

Hearsay Notifications utility bar - To remove the notification bar: 

1. Go to Setup → App Manager
2. In the App Manager table, locate the application where Hearsay Notifications has been added.
3. In the final column of the application row, click the inverted triangle icon for more options, then click Edit.
4. In the Lightning Builder’s side menu, select Utility Bar, then click Remove.
5. Repeat the process for any other application that includes the Hearsay Notifications utility bar. You don’t need to remove the utility bar from the Hearsay app because it will be automatically removed during the uninstallation process.

Learn more about deleting components of a managed package at Salesforce Help. 

2. Install the new package using the link provided 

Use the link provided in the release notes or by the enablement team to install the newest version of the HearsayForSalesforce managed package. See our installation guide for detailed setup instructions.