As we enhance, optimize and add new features to Propertybase Salesforce Edition, it is important to check for updates regularly to ensure you are on the latest version.

Important:

• Non-Lightning customers (version 1.398.8 or below), please click here before upgrading.
• Not sure what version you currently have? Click here to learn more.

Updating Propertybase Salesforce Edition

BEFORE YOU BEGIN

Updating Best Practices:

• Make sure your data is backed-up
• We recommend installing and testing all new updates in your Sandbox environment prior to releasing them to Production.

You can check for updates to Propertybase anytime by visiting update.propertybase.com. 

• When prompted, click Update in Sandbox. 

• You will be logged into the Changelog, make sure you read over any notes about the update. Click the upgrade button on the latest Propertybase version.

• On the following screen select Install for Specific Profiles. DO NOT click Upgrade yet.

• Scroll down the page and assign access levels according to the screenshot below.

Note: For custom profiles, set the access level based on the profile it was created from.
For example, if you cloned the PB Agent profile and named it “Rental Agent”, that profile would receive the “PB Agent” access level.

• Once you have set the proper access levels, scroll up and click Upgrade.

The upgrade process will take anywhere from a few seconds to a few minutes. You may receive a message that says “This app is taking a long time to upgrade.” If that happens, wait three to five minutes.

• After waiting, click Done.

You will be redirected to the Installed Packages screen. You can see your current Propertybase version number under Installed Packages. This version number should match the one you just upgraded to.

** 1.470 was the current version at the time of writing this.

Congrats! You are now on the latest version of Propertybase.

If you or your users encounter errors after updating, please have the browser cache cleared!

Every user will need to do this themselves as it is their local browser storage providing inconsistent information. If the error persists after clearing the cache, please reach out to Propertybase Support.