---
schema_version: "1"
id: 2d6b4f9489e3428d7d341006dd2abc666465347eba886d5d937fcb8ed98103f3
title: Upgrade Steps
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/comms_t_upgrade_steps_128789.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.comms_t_upgrade_steps_128789.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3dcd7a17b823da2e635565fed01178a955bd290ab84189aa2de23bfb61f53071
description: You must install the Vlocity Applications package to upgrade to the latest generally available (GA) release for an existing sandbox or production org.
products:
  - Communications
  - Media
  - Energy and Utilities
release: "264"
---
# Upgrade Steps

You must install the Vlocity Applications package to upgrade to the latest generally available (GA) release for an existing sandbox or production org.

\>For Order Management Plus customers, part of upgrade planning requires a discussion between the customer, Engineering, and Services and Support to determine what package to upgrade to and to ensure all required fixes on the current release are implemented in the target release.

1. Click the installation URL for the major release package.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:12.5%">
              <col style="width:12.5%">
              <col style="width:12.5%">
              <col style="width:12.5%">
              <col style="width:12.5%">
              <col style="width:12.5%">
              <col style="width:12.5%">
              <col style="width:12.5%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d236542e62">
                  <p style="margin-bottom:0;">Release</p>
                </th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d236542e68">
                  <p style="margin-bottom:0;">Version</p>
                </th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d236542e74">
                  <p style="margin-bottom:0;">Date</p>
                </th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d236542e80">
                  <p style="margin-bottom:0;">Installation URL</p>
                </th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d236542e86">
                  <p style="margin-bottom:0;">Installation Assistant</p>
                </th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d236542e93">
                  <p style="margin-bottom:0;">Release Notes</p>
                </th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d236542e99">
                  <p style="margin-bottom:0;">Installation Instructions</p>
                </th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d236542e105">
                  <p style="margin-bottom:0;">Upgrade Instructions</p>
                </th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Release" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e62 ">
                  <p style="margin-bottom:0;">Winter '22</p>
                </td>

                <td data-label="Version" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e68 ">
                  <p style="margin-bottom:0;">234.0.900.444</p>
                </td>

                <td data-label="Date" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e74 ">
                  <p style="margin-bottom:0;">November 10, 2022</p>
                </td>

                <td data-label="Installation URL" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e80 ">
                  <p>
                    <a href="https://login.salesforce.com/packaging/installpackage.apexp?p0=04t5c000000y1m8" target="_blank">Production
                      Package</a>
                  </p>
                  <p style="margin-bottom:0;">
                    <a href="https://test.salesforce.com/packaging/installpackage.apexp?p0=04t5c000000y1m8" target="_blank">Sandbox
                      Package</a>
                  </p>
                </td>

                <td data-label="Installation Assistant" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e86 ">
                  <p>
                    <a href="https://login.salesforce.com/packaging/installpackage.apexp?p0=04t1u000007kh6x" target="_blank">Production
                      Package 1.69</a>
                  </p>
                  <p style="margin-bottom:0;">
                    <a href="https://test.salesforce.com/packaging/installpackage.apexp?p0=04t1u000007kh6x" target="_blank">Sandbox
                      Package 1.69</a>
                  </p>
                </td>

                <td data-label="Release Notes" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e93 ">
                  <p style="margin-bottom:0;">
                    <a href="https://help.salesforce.com/s/articleView?id=ind.comms_tsalesforce_industries_communicationsmediaandenergywinter22_release_overview_11777.htm&amp;language=en_US" target="_blank">​Communications, Media, and Energy Winter '22
                      Release Overview</a>
                  </p>
                </td>

                <td data-label="Installation Instructions" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e99 ">
                  <p style="margin-bottom:0;">
                    <a href="https://help.salesforce.com/s/articleView?id=ind.comms_installation_guide_for__salesforce_industries_communications__media__and_energy.htm&amp;release=264.0.0&amp;type=5" title="This guide includes instructions for preparing to install and installing ​Salesforce Industries Communications, Media, and Energy (CME) in your org. It includes post-installation steps for CME, Contract Lifecycle Management, and Order Management.">Installation Guide for ​Salesforce Industries Communications, Media, and Energy</a>
                  </p>
                </td>

                <td data-label="Upgrade Instructions" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e105 ">
                  <p style="margin-bottom:0;">
                    <a href="https://help.salesforce.com/s/articleView?id=ind.comms_t_upgrade_vlocity_communicationsmediaand_energy_applications_package_towinter22_128475.htm&amp;release=264.0.0&amp;type=5" title="Use the instructions in this topic to upgrade any release of CME since Winter '18 directly to Winter '22.">Upgrade CME Winter '22Upgrade
                      Salesforce Industries Communications, Media, and
                      Energy&amp;#160;Applications Package to Winter
                      '22</a>
                  </p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Release" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e62 ">
                  <p style="margin-bottom:0;">Summer '21</p>
                </td>

                <td data-label="Version" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e68 ">
                  <p style="margin-bottom:0;">232.0.900.434</p>
                </td>

                <td data-label="Date" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e74 ">
                  <p style="margin-bottom:0;">July 7, 2021</p>
                </td>

                <td data-label="Installation URL" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e80 ">
                  <p>
                    <a href="https://login.salesforce.com/packaging/installpackage.apexp?p0=04t5c000000hncl" target="_blank">Production
                      Package</a>
                  </p>
                  <p style="margin-bottom:0;">
                    <a href="https://test.salesforce.com/packaging/installpackage.apexp?p0=04t5c000000hncl" target="_blank">Sandbox
                      Package</a>
                  </p>
                </td>

                <td data-label="Installation Assistant" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e86 ">
                  <p>
                    <a href="https://login.salesforce.com/packaging/installpackage.apexp?p0=04t1u000007kh6x" target="_blank">Production
                      Package 1.69</a>
                  </p>
                  <p style="margin-bottom:0;">
                    <a href="https://test.salesforce.com/packaging/installpackage.apexp?p0=04t1u000007kh6x" target="_blank">Sandbox
                      Package 1.69</a>
                  </p>
                </td>

                <td data-label="Release Notes" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e93 ">
                  <p style="margin-bottom:0;">
                    <a href="https://help.salesforce.com/s/articleView?id=ind.comms_tsalesforce_industries_communicationsmediaandenergysummer21_13849.htm&amp;language=en_US" target="_blank">CME Summer
                      '21 Release Notes</a>
                  </p>
                </td>

                <td data-label="Installation Instructions" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e99 ">
                  <p style="margin-bottom:0;">Post-Install steps for CME Summer
                    '21Post-Install Manual Configuration Steps for
                    ​Salesforce Industries Communications, Media, and Energy
                    Summer '21 </p>
                </td>

                <td data-label="Upgrade Instructions" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e105 ">
                  <p style="margin-bottom:0;">
                    <a href="https://help.salesforce.com/s/articleView?id=ind.comms_t_upgrade_vlocity_communicationsmediaand_energy_applications_package_tosummer21_129326.htm&amp;language=en_US" target="_blank">Upgrade
                      Salesforce Industries Communications, Media, and
                      Energy Applications Package to Summer '21</a>
                  </p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Release" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e62 ">
                  <p style="margin-bottom:0;">Spring '21</p>
                </td>

                <td data-label="Version" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e68 ">
                  <p style="margin-bottom:0;">230.0.900.408</p>
                </td>

                <td data-label="Date" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e74 ">
                  <p style="margin-bottom:0;">March 9, 2021</p>
                </td>

                <td data-label="Installation URL" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e80 ">
                  <p>
                    <a href="https://login.salesforce.com/packaging/installpackage.apexp?p0=04t1j000000qj4e" target="_blank">Production
                      Package</a>
                  </p>
                  <p style="margin-bottom:0;">
                    <a href="https://test.salesforce.com/packaging/installpackage.apexp?p0=04t1j000000qj4e" target="_blank">Sandbox
                      Package</a>
                  </p>
                </td>

                <td data-label="Installation Assistant" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e86 ">
                  <p>
                    <a href="https://login.salesforce.com/packaging/installpackage.apexp?p0=04t1u000007kh6x" target="_blank">Production
                      Package 1.69</a>
                  </p>
                  <p style="margin-bottom:0;">
                    <a href="https://test.salesforce.com/packaging/installpackage.apexp?p0=04t1u000007kh6x" target="_blank">Sandbox
                      Package 1.69</a>
                  </p>
                </td>

                <td data-label="Release Notes" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e93 ">
                  <p style="margin-bottom:0;">
                    <a href="https://help.salesforce.com/s/articleView?id=ind.comms_tsalesforce_industries_communicationsmediaandenergyspring21_15738.htm&amp;language=en_US" target="_blank">CME Spring
                      '21 Release Notes</a>
                  </p>
                </td>

                <td data-label="Installation Instructions" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e99 ">
                  <p style="margin-bottom:0;">Post-Install
                    Manual Configuration Steps for ​Salesforce Industries
                    Communications, Media, and Energy Spring
                    '21
                  </p>
                </td>

                <td data-label="Upgrade Instructions" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e105 ">
                  <p style="margin-bottom:0;">
                    <a href="https://help.salesforce.com/s/articleView?id=ind.comms_t_upgrade_vlocity_communicationsmediaand_energy_applications_package_tospring21_130056.htm&amp;language=en_US" target="_blank">Upgrade
                      Salesforce Industries Communications, Media, and
                      Energy Applications Package to Spring '21</a>
                  </p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Release" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e62 ">
                  <p style="margin-bottom:0;">Winter '21</p>
                </td>

                <td data-label="Version" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e68 ">
                  <p style="margin-bottom:0;">109.1.1.1.900.393.3</p>
                </td>

                <td data-label="Date" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e74 ">
                  <p style="margin-bottom:0;">January 15, 2021</p>
                </td>

                <td data-label="Installation URL" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e80 ">
                  <p>
                    <a href="https://login.salesforce.com/packaging/installpackage.apexp?p0=04t1j000001bmmw" target="_blank">Production
                      Package</a>
                  </p>
                  <p style="margin-bottom:0;">
                    <a href="https://test.salesforce.com/packaging/installpackage.apexp?p0=04t1j000001bmmw" target="_blank">Sandbox
                      Package</a>
                  </p>
                </td>

                <td data-label="Installation Assistant" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e86 ">
                  <p>
                    <a href="https://login.salesforce.com/packaging/installpackage.apexp?p0=04t1u000007kh6x&amp;isdtp=p1" target="_blank">Production
                      Package 1.69</a>
                  </p>
                  <p style="margin-bottom:0;">
                    <a href="https://test.salesforce.com/packaging/installpackage.apexp?p0=04t1u000007kh6x&amp;isdtp=p1" target="_blank">Sandbox
                      Package 1.69</a>
                  </p>
                </td>

                <td data-label="Release Notes" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e93 ">
                  <p style="margin-bottom:0;">CME Winter '21 Release Notes </p>
                </td>

                <td data-label="Installation Instructions" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e99 ">
                  <p style="margin-bottom:0;">Post-Install
                    Manual Configuration Steps for ​Salesforce Industries
                    Communications, Media, and Energy Winter
                    '21
                  </p>
                </td>

                <td data-label="Upgrade Instructions" class="slds-cell-wrap" style="vertical-align:top;" headers="d236542e105 ">
                  <p style="margin-bottom:0;">Upgrading the Salesforce Industries
                    Communications, Media, and Energy Applications Package
                    to Winter '21. </p>
                </td>

              </tr>
            </tbody>
          </table>
    
    You can also open the org you are upgrading in a new incognito window in your browser. In Google Chrome, the command is File → New Incognito Window. This ensures that the upgrade process won’t interfere with other Salesforce orgs that you might have open in other browser windows.
    
    You can also right-click the Installation URL, select **Copy link address** from the context menu, and paste the bolded portion of the URL containing the package ID as shown in the example below after the domain name in your URL, replacing the rest of your URL.
    
    `https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1J000000mAMe`
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/images/icon_note.png)
    
    Note
    
    Before you install the package, make sure you have selected the correct product.
    
    Complete index of Vlocity CME package downloads, including patch releases:
    
    [Communications, Media, and Energy & Utilities (CME) Patch Links](https://help.salesforce.com/s/articleView?id=ind.comms__salesforce_industries_communications__media__and_energy_package_links.htm&release=264.0.0&type=5 "Patch releases are cumulative: Each new patch contains all the features, enhancements, and fixes of previous patches.")
2. Select a Salesforce install option. Salesforce recommends **Install for All Users**.
    
    If you selected **Install for Select Specific Profiles**, scroll down to the Select Specific Profiles section. Next to the user profiles that should have access to Vlocity Applications, change **No Access** to **Full Access**.
    
    This step maps Vlocity preconfigured profiles to your existing profiles. Mapping profiles grants additive access to the new Vlocity objects, page layouts, record types, and fields—it does not overwrite any existing access on your existing profiles. If you skip this step, you must manually configure your profiles. There is no post-install option to apply Vlocity profiles; it must be done at this stage of installation.
    
    If you chose the wrong install setting, wait for the package installation to complete, then install the same package again using the correct install setting. When prompted to select Profiles, you will have the opportunity to set these manually again. Salesforce recommends installing for All Profiles and limiting Profile access post-upgrade.
3. Click **Upgrade**.
    
    ![Upgrade Vlocity CMT page](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/resources-product/images/upgrade_cmt_spring20.png)
4. If you see the Approve Third Party Access window, select the option to grant access and click **Continue**.
    
    CME packages are large and take longer to install than Salesforce's timeout window allows.
5. Click **Done**.
    
    When the Vlocity installation is finished, you will receive an email informing you that the upgrade was successful.
    
    You can check the progress of your deployment:
    
    - Click **Setup**.
    - Type Environments in the **Quick Find** field.
    - From the search results, click **Deployment Status**.
        
        ![Deployment Status page](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-comms_media_energy_managed-264-0-0-production-enus/ff4079f6-a384-475c-b863-578bbbb0ef9b/resources-product/images/cmt_deploystatus.png)
        
        Once the deployment is complete, the status automatically turns green and the version number updates. You do not have to refresh your browser.