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Upgrading

Upgrade Enosix Surface Image

Pre-Upgrade Note: Before proceeding with any upgrade, always perform the upgrade in a Sandbox Environment to ensure all customizations, as well as enosix components for Transact, CPQ, or Commerce, continue to function correctly.

Upgrade Steps:​

  1. Determine Your Current Surface Version

    • From Salesforce Setup, enter Installed Packages in the Quick Find box.
    • Select Installed Packages and then click on enosix Surface to view your current version.

  2. Contact enosix Support for Upgrade Assistance

    • If you wish to upgrade to a newer version of enosix Surface, please reach out to enosix Support for guidance and assistance. We will provide the appropriate Upgrade Package Install Link to customers via the Support Portal.

  3. Review Version Requirements and Release Notes

    • Check the upgrade consideration list and version requirements, or refer to the latest Release Notes for any required SAP package updates.

Upgrade Considerations

Here’s the list summarizing the considerations for Surface upgrades across different versions:

Surface VersionIssueSolution
Surface v2.4.1New features added based on customer requests, including Advanced Order Search and Performance Reporting. Requires updating SFCI package 2.4+ for Contract Dates support.1. Set the Sold To field in Advanced Order Search using a variable in the Flow.
2. Add Contract Start and End Dates to Sales Document Search (requires SFCI 2.4+).
3. Review new performance reports and use the SAP Print Output Preview button (desktop only).
Surface v2.3Compatibility with Salesforce Winter '22 and new S4/HANA enhancements. Upgrading SAP components is required.Ensure Salesforce is updated to Winter '22 and upgrade Surface SAP Components per the compatibility guidelines. Review the new Credit Segment component and enhanced Doc Flow support. Verify custom fields display consistently across components, including Delivery/Inquiry Items.
Surface v1.10+ from 1.9.5 or belowPage layouts become invalid due to the way field presets are stored on record pages.1. Identify all app pages using custom field presets before upgrading.
2. Record all existing values, as they will be lost.
3. After the upgrade, manually reconfigure app pages using the recorded values.
Surface v1.9.1+ from 1.7.x or 1.8.xCustom SAP Sales Document Details flows using the Sales Doc Flow component will require modification.Follow the instructions here to fix flows before completing the upgrade.
Surface v1.9.1+ from 1.6 or belowCritical steps and release notes must be followed to avoid issues.Review the instructions here and ensure all steps are followed. Carefully review the release notes to understand specific upgrade instructions.