Upgrading Skuid on Salesforce

Skuid releases come packed full of exciting updates and new features. To take advantage of all the new things Skuid has to offer, you’ll want to upgrade to the latest release. If you have built out complex pages and functionality, you’ll want to follow some key steps to keep your powerful pages working as planned. This article will guide you through some best practices for upgrading Skuid.

Note

To deliver the best possible feature set when designing in Lightning, Skuid releases v11 (and above) make extensive use of Salesforce’s Platform Events framework. Unfortunately this framework is not supported in Group or Professional editions of Salesforce.

If using either of these Salesforce editions, installing the latest release of Skuid Brooklyn (v10.x.x) is recommended. You may also consider contacting Salesforce support about upgrading your Salesforce edition.

Install the Update

Follow these steps to the latest version of Skuid:

  1. Log out of any Salesforce org you do not want to upgrade to ensure you upgrade the correct environment.
  2. Install the new version in a non-business-critical sandbox environment.
  3. Update any out-of-date themes.
  4. Note any issues listed in the Heads Up section of release notes, as they may include breaking changes within your Skuid pages. Make any necessary changes within your Skuid pages.
  5. Give your team ample time to test all mission-critical functionality. You will want to run through ALL use cases of your Skuid pages to ensure that no disruptions occur in the end-to-end workflow process.
    • Ensure your process includes user acceptance testing. Your end users are the best possible candidates to ensure that your pages meet their needs and properly address all use cases.

If you are using custom code on your Skuid pages, follow these additional steps:

  1. Check this page to identify APIs and features that have been deprecated. Take note of features that are replacing them so you can modify your custom code accordingly.

  2. Have people who are familiar with your custom code also test to ensure that all code is working properly.

  3. If you’ll be working in Lightning Experience, LockerService does not permit custom code on your Skuid page. Skuid provides a way to easily generate page support files for custom code on your page to make your page LockerService compliant. Please see the “In-line resources and page support files” section documentation.

    Note

    Before clicking the button, you will first want to use Salesforce’s Lightning CLI to ensure that your custom code is LockerService-compliant.

Updating Your Production Org

If—after thorough testing—you are positive that your org functions as expected, you can either

Make sure you follow the same Install the Update steps from above in your production org.

Best Practices

These best practices can help ensure smooth updates:

  • Always check the Heads Up section of release notes so you are aware of any breaking changes.
  • Close ALL windows and verify you are updating the correct sandbox.

Note

This step is vital to ensure Skuid updates appropriately as Salesforce does not allow users to revert to previous versions of installed packages.

  • Test pages for all use cases to ensure the entire workflow operates correctly from end to end.
  • Minimize interruptions by deploying any updated pages from sandbox to production and then updating your production org.

Problems After Updating?

Premium and Essential Support customers: Please submit a ticket in the support portal.

All other Skuid users: Please start a new community post.