Upgrading to Guided Selling v. 4.84+ introduces new tabs and visualforce pages throughout the application. With this upgrade, a few implementation steps are required.
- App Configuration for both LightningandClassicApp: Update the Application Tabs to display the new “React” versions of Actions, Engage, Sequences, Etc…
- Setup > Apps > App Manager > Find “Guided Selling by ringDNA” > Edit
- Under “Application Settings” select “Navigation Items”
- Remove all of the legacy pages. They contain “deprecated” in their name.
- Add in the React versions.
- Engage
- Actions
- Sequences
- Sequence Settings (Admin)
- Participant Sequence Actions (Optional)
- Users will need to also update any bookmarks, or their personal application tabs in any custom apps
- Lead and Contact Page Layouts: Swap the old Lead and Contact “participantactionoverview” Visualforce Modules with the newly updated “ParticipantActionsOverview_Lead” and “ParticipantActionsOverview_Contact”