DocsProff ConnectInstall & Upgrade
Install & Upgrade

Install the latest Proff Connect version

The following links will take you directly to the installation page in Salesforce.

To install Proff Connect, use the installation link provided to you upon request. The link will take you directly to the Salesforce package installation page.

Important

Always select "Install for Admins Only" during installation. This ensures the package is installed securely before access is granted to other users.


Latest version

Current version: v1.4.0

For a full list of changes in each release, see the Release notes.


Upgrading

When a new version is available, use the updated installation link to upgrade. The process is the same as a fresh install — Salesforce will detect the existing package and upgrade it automatically.

Note

After upgrading, review the Release notes to check if any new permission sets or configuration steps are required.


After installation

Once installed, follow the Configuration Guide to complete the setup.

Was this article helpful?