Salesforce Package Migration Guide
Zuddl’s Salesforce package configures your Salesforce instance automatically and helps in setting up the Zuddl <> Salesforce integration quickly and conveniently.
The installer app performs the following actions on your behalf:
- Creates the campaign member statuses automatically whenever a new campaign is created.
- Creates fields that will be used to pass attendee activity data after the event.
- Create a layout for the campaign and campaign member views to get all the Zuddl relevant data at a glance.
The package installation is recommended for first-time users who haven't previously configured their Salesforce instance for Zuddl. If you wish to configure it manually, refer to Setting up your Salesforce Account for Zuddl Integration.
Zuddl offers two types of Salesforce packages:
- Unmanaged package
- Managed package
Salesforce-Zuddl unmanaged package
The Salesforce-Zuddl unmanaged package will create the required campaign member statuses and campaign member fields and set up the campaign and campaign member page layout in your Salesforce instance. It is like a one-time delivery of components that you can customize.
Refer to the version-wise change log to view the supported feature in each version.
The unmanaged package gives you full control over the components, which is great for customization. However, updates and support are limited.
Salesforce-Zuddl managed package
A managed package can also create required campaign member statuses and campaign member fields and set up the campaign and campaign member page layout.
With our managed package, you get a more secure and versioned solution which is also supported and maintained by Zuddl. It is an app built for long-term use and distribution — like what you’d find on the Salesforce AppExchange.
All our upcoming features in Salesforce integration will be rolled out for the managed package versions only.
Refer to the version-wise change log to view the supported features in each version.
Key differences - Unmanaged vs Managed
| Feature | Unmanaged package | Managed package |
|---|---|---|
| Editable after installation | ✅ Yes - All components can be modified or deleted | ❌ No - Components cannot be modified or deleted |
| Package updates | ❌ No - Updates to higher versions need to be manually compared and installed. Learn how to update unmanaged packages | ✅ Yes - Updates to the latest version just requires a re-installation. |
| Code protection | ❌ None | ✅ Yes (namespaced & secure) |
| Support | 👨🔧 Self-maintenance - Once installed, you would need to manage and update the code | 🔄 Supported - We maintain and update the package. |
Migration
Migrating to a newer version can be done in the following ways based on your existing package type:
- Unmanaged to unmanaged
- Unmanaged to managed
- Managed to managed
Unmanaged to Unmanaged package
If you are on a version older than 2.0, you can migrate from your current unmanaged version to any version up to 2.0.
To migrate from an older version of the unmanaged package to a newer version, you need to manually compare the components between both versions (either by installing the new package into a sandbox or developer org) and manually merge changes into your Salesforce production org.
Unmanaged to managed package
If you are on an unmanaged package and want to install the managed package, you would need to uninstall the unmanaged package first and then install our managed package.
Before uninstalling, you need to export the data within the fields that were created by the package. Not doing so, will delete the fields created by the package resulting in data loss. Later, after you've installed the required version of the managed package, you must import the exported data to the campaign member object.
Refer to this step-by-step guide to migrate from unmanaged package to managed package.
Managed to managed
If you are migrating from an older version of the managed package to the next or latest version directly, you can simply click the desired version number on the change log.
Upgrading your managed package, will only add the supported features on top of the existing version and does not change your settings in Salesforce.
If you want to install a managed Salesforce package for the first time, we recommend installing the latest version only.
