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Overview

Minoa has released a new 2nd generation Salesforce package to replace the original 1st generation package. This upgrade is required because both packages share the same namespace, which prevents side-by-side installation. As a result, you must uninstall the 1st generation package before installing the 2nd generation package. There is no migration path available—any metadata tied directly to the old package will be removed during uninstall. Core benefit for users:
  • Access to new reporting fields and collaboration metrics.
  • A redesigned Lightning component with richer insights.
  • Improved stability and future-proofing of Minoa’s Salesforce integration.
Important: No data will be lost during this upgrade. All Minoa_Business_Case__c records in Salesforce can be safely deleted when uninstalling the old package, because they can be backfilled automatically from the Minoa platform after installing the new version.

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Improvements

**New Fields Added to **Minoa_Business_Case__c
  • External_Collaborator_Count__c – Count of external collaborators active in business case
  • Level_Of_Detail__c - Low/medium/high level of detail in business case
Widget Updates
  • Auto-refresh: Widget refreshes when returning to Salesforce after editing a business case in Minoa
  • Optimized Widget Layout: Reordered data fields for better information hierarchy with URL displayed earlier in the widget
  • Enhanced Display Logic: Smart display fields based on status of the business case
  • Removed: Two depreciated data points removed:
    • Status
    • Scenario Count
  • Added: Four new data points:
    • External Collaborators
    • Level of Detail
  • Field Label Updates: Three labels renamed for clarity and consistency:
    • Visit Count renamed to Number of Visits
    • Total Annual Benefit renamed to Annual Benefit
    • Total Annual Cost renamed to Annual Investment

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Upgrade Instructions

Because of a namespace conflict, you cannot install the new package until the old one is fully removed. Follow these steps carefully:

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Step 1 – Identify Existing Package

  1. In Salesforce, go to Setup → Installed Packages.
  2. Locate the package named Minoa (Publisher: Minoa, Version 1.0).

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Step 2 – Prepare for Uninstall

  • Note: Uninstalling will ****remove all custom objects, fields, and components tied to the package. However, all Minoa business case data can be easily backfilled from the Minoa platform once the new package version is installed.
    • Custom dashboards, calculated fields, reports, etc. will need to be manually recreated.
  • Before proceeding, check if:
    • Any reports, dashboards, or references rely on Minoa_Business_Case__c.
    • Lightning pages reference Minoa components (e.g., minoaBusinessCase).
  • You must remove these references manually (e.g., delete fields from page layouts, remove widgets from Lightning pages) before uninstalling.

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Step 3 – Uninstall Old Package

  1. From Installed Packages, click Uninstall next to Minoa.
  2. Select whether to save a copy of package data for 48 hours.
  3. Resolve any uninstall blockers by removing references (example: custom rollups or Lightning pages).
  4. Confirm uninstall.
Note: Any Minoa_Business_Case__c records will be deleted. This is expected and safe. All data can be backfilled from the Minoa platform after installing the new package.

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Step 4 – Install New Package

  1. Open the 2nd gen install link: Install Minoa 2nd Gen Package
  2. Select Install for All Users.
  3. Complete the installation.
  4. After installation:
    • Verify the package version in Installed Packages.
    • Confirm new fields (e.g., External_Collaborator_Count__c) are available on the Minoa_Business_Case__c object.

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Step 5 – Backfill Business Case Data

  1. Open Minoa Integration Settings.
  2. In the Salesforce Integration settings modal, click the Backfill button and wait until completed.
  3. This will automatically recreate and repopulate Minoa_Business_Case__c records in Salesforce based on current data in Minoa.
    1. Ensure the widget (once added to the Opportunity page) displays data including the new fields.

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Support Available

If you run into issues during uninstall, install, or backfill, or have questions about configuration: