Deployment guide for Eiffel

💡 This document provides an Administrator with the information required to either install the package into a new org or upgrade an existing version of the package.

If you are on an older version than 16.0, you can jump over 16.x and go straight to 19.x but you still need to follow all the steps outlined in the Deployment Guide for Borobudur as well as Deployment guide for Duomo if you are on a version older than 18.0

⚠️ If you are using Kaptio 19.3 or later, you must enable Lightning Web Security (Setup ⚙️> Security > Session Settings > Use Lightning Web Security) before installation, to prevent issues during installation.

⚠️ Post install, users should clear their browser’s cache to prevent Lightning Web Component errors.

⚠️ Version 19.3 is currently missing the Custom Notification metadata in the package. Without it, customers won’t receive Wetu notification on background refresh process complete. This only affects customers using the Wetu integration.

To Fix it:

  • Go to your SF org, Setup → Custom Notifications and Create new Custom Notification Type.Name.

  • The function can be anything, but the API Name must be Wetu_Refresh_Status

  • Then select the desired channels intended to support that notification, and click Save.

This will be fixed in a future version.

⚠️ Package Search can be launched from a contact record.

To configure the Launching of Package Search from a contact record, a custom flow needs to be configured:

  • Currently, upload this flow to the target org in an unmanaged format.

  • Customise the flow to org specific requirements.

  • Once the flow is set-up and activated, create a new Action of type flow in Setup → Object Manager → Contact → Buttons, Links, and Actions → New Action .

  • Add this action to the appropriate Contact Layout.

  • The new Action can now be found under "Mobile & Lightning Actions."

⚠️ If the number of active lookup filters on the account object in your org is exceeds 3, the install may fail with an error stating that the number of active lookup filters in an object has exceeded the limit.

To fix it:

  • You can choose to review your existing lookup filters and disable any that are no longer in use

  • Alternatively, the limit can be increased by submitting a ticket to salesforce support. For more information requesting a limit increase, please refer to this link: https://help.salesforce.com/s/articleView?id=000382514&type=1

Otherwise, no additional steps are needed for the install of Eiffel Major 19.0 and you can follow the Kaptio Salesforce Package Installation Guide

Post-deployment steps

ℹ️ Important: Verify that the LWC Itinerary Toast component is added to the itinerary view page via the Lightning App Builder. If the component is not part of the itinerary page layout, add it by searching for “LWC Itinerary Toast” on the left-sidebar and drag the component from the left sidebar to just below the main information bar on the page and save your changes.
⚠️ Failure to verify whether the itinerary toast component is added to the itinerary view page may result in an endless spinning wheel when attempting to navigate between tabs in an itinerary record.

Release notes

Release notes for Eiffel can be found here: https://release-notes.kaptioapis.com/kaptio-release-notes/eiffel.html

Changelog

06/04/2024

  • Moved issue related to missing LWC itinerary toast component in the Itinerary View page as a post deployment step along with steps to add it to the page if it is missing. Placed in callout boxes for added emphasis

05/23/2024

  • Added reference to a potential error related to exceeding the number of active lookup filters on the account object when first installing the upgrade

  • Added issue description in builder and how to fix it using the LWC Itinerary Toast component

⚠️ Failure to verify whether the itinerary toast component is added to the itinerary view page may result in an endless spinning wheel when attempting to navigate between tabs in an itinerary record