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DealerTeam

5.x upgrade and DTMOB removal procedures

Details

Reference this article to learn the procedures and prerequisites for upgrading to the  5.x  and removing the the DTMOB packages.

 

Step One: Core 4.15.11 & DTMOB 1.200

Before upgrading to 5.x  both the Core and DTMOB packages need to be up to date.

 

Verify Current Package Version Number

  1. Go to Setup.
  2. Enter Installed Packages in the Quick Find area.
  3. Click Installed Packages.
  4. Check the Mobility Dealer Version Number.
  5. Check the DealerTeam Version Number.

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Enable History Tracking

Before upgrading the core ensure that the desired vehicle object has history searching enabled.

 

Upgrade Core 4.15.11

Upgrade the DealerTeam package to Version Number 4.15.11. Use the installation link below to upgrade the package.

 

Upgrade DTMOB 1.200

Upgrade the Mobility Dealer package to Version Number 1.200. Use the installation link below to upgrade the package.

 

Note: The Core package needs to be upgraded before the DTMOB package.

 

Step Two: Upgrade Core to 5.x

After Version Numbers 4.15.8 (Core) and 1.200 (DTMOB) are installed uprgrade the Core to the most current  5.x. Use the installation link below to upgrade the package.

 

If 5.x is returning a Bad value for restricted picklist field click here to resolve the issue.

Step Three: Install the dtmob_convert_batch Package

Use the installation link below to add the package.

 

Step Four: Run the Conversion Scripts

Script details

The scripts look for dtmob fields in the objects listed below. Be sure to turn off any Approval Processes, Workflow Rules or Validation Rules that would prevent the fields of these objects from being changed.

  • Appraisal__c
  • Deal__c
  • Sales_Up__c
  • Service_Vehicle__c
  • Vehicle_Inventory__c

 

When dtmob fields have data, the data is copied over to the equivalent field in the dealer namespace. If there was data in the dealer namespace fields it will be replaced with the dtmob field data. This process will not delete or remove the dtmob data. Csv files containing all records and fields that migrate to the dealer namespace will save in your Salesforce personal folder.

 

Note: The dtmob fields on the Account object will not copy over to new dealer namespace fields. If you have the dtfin package copy the data from the dtmob fields to dtfin.

 

DTMOB Merge Sheet

It is important to see the fields being merged and the fields being removed. This can affect Visualforce pages, Page Layouts, and anywhere the fields may be referenced. To get a full list of merged & removed fields read Migrating DTMOB Field Data to DEALER Namespace.

 

How to Run the Scripts

  1. Click the Setting Gear icon.
  2. Click Developer Console.

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  1. Click Debug.
  2. Click Open Execute Anonymous Window.

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  1. Enter DTMOBConv_Appraisal b = new DTMOBConv_Appraisal(); on line one.
  2. Enter ID batchprocessID = Database.executeBatch(b); on line three.
  3. Click Execute.

5-7.png

 

View .csv Files

  1. Click the Avatar icon.
  2. Click Switch to Salesforce Classic.

csv 1-2.png

 

  1. Click the All Tabs (+) icon.
  2. Click Documents.

csv 3-4.png

 

  1. Set the Folder to My Personal Documents.
  2. Click View on your desired file.

csv 5-6.png

 

Step Five: Uninstall the dtmob_convert_batch Package

  1. Go to Setup.
  2. Enter Installed Packages in the Quick Find area.
  3. Click Installed Packages.
  4. Click the Uninstall button for the dtmob_convert package.

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  1. Check the Yes, I want to uninstall this package and permanently delete all associated components checkbox.
  2. Click Uninstall.

uninstall 5-6.png

 

Verify Uninstalled Package

Once the Package has successfully uninstalled it is located under the Uninstalled Packages section.

uninstall packages.png

 

Step Six: Remove  DTMOB references

To identify DTMOB references attempt to uninstall the DTMOB Package.  

  1. Go to Setup.
  2. Enter Installed Packages in the Quick Find area.
  3. Click Installed Packages.
  4. Click the Uninstall button for the Mobility Dealer package.

id 2-4.png

 

  1. Check the Yes, I want to uninstall this package and permanently delete all associated components checkbox.
  2. Click Uninstall.

id 5-6.png

 

List of Problems

An error message with a list of DTMOB references will appear. Remove/replace the dtmob references before uninstalling the org.

problems.png

 

Expected Problem Solutions

Custom Field

Some custom formula fields are calculations of dtmob field data. Use the DTMOB Field data merge sheet for reference when editting specified fields in the list of problems.

fields & relationships.png

 

Page Layouts

Change the Page Layout Assignment that have dtmob fields from the page layout section of the object specified in the problems list. If only dtmob page layouts exist use the DTMOB Field data merge sheet to edit existing page layouts.

page layout.png

 

Visualforce Pages

Change the Visualforce page assinged that have dtmob fields from the buttons links and actions section of the object specified in the problems list. If only dtmob page Visualforce Pages exist use the DTMOB Field data merge sheet to edit existing Visualforce pages.

Visualforce page.png

 

Forms

Delete forms that reference dtmob managed Visualforce pages.

Forms.png

 

 

Record Type

The dtmob Equipment Only record type on the Sales Up Object needs to be inactive before successfully removing the package. When transitioning to dealer Equipment Only run a data load. For assistance email help@dealerteam.com or complete the Large Data Volumes trailhead module.

record types.png

 

Deal Type Picklist Value

Two Picklist values need to be activated on the Deal Type field of the Deal object.

Deal type.png

 

Activate the Chasis/Conversion and Equipment Only picklist values.

Activate fields.png

Update Deal Screen Custom Metadata

If you have customized the dtmob deal screen using Desking Subtab Configuration or Desking Component Configuration those setting will need to migrate to the same dealer namespaced settings.

Update Translation Overrides

Any Translation Overrides (field renaming) from the dtmob namespace needs to migrate to the dealer namespace.

Update Inventory Feed

If you use DealerTeam to syndicate your inventory any references to dtmob fields will cause an authentication error.

See Customized Inventory Feed - Using Sites for details on updating the feed.

Step Seven: Uninstall DTMOB Package

After resolving the problems you will be able to successfully uninstall the DTMOB package.

  1. Go to Setup.
  2. Enter Installed Packages in the Quick Find area.
  3. Click Installed Packages.
  4. Click the Uninstall button for the Mobility Dealer package.

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  1. Check the Yes, I want to uninstall this package and permanently delete all associated components checkbox.
  2. Click Uninstall.

id 5-6.png

 

Verify Uninstalled Package

Once the Package has successfully uninstalled it is located under the Uninstalled Packages section.

unistalled dtmob.png