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To upgrade to the latest version of Advanced Reporting and Statistics, perform the following steps:

  1. Log into the host Salesforce Org.
  2. Open the URL that NewVoiceMedia provides you in a new tab in the same browser in which you are logged into Salesforce. The upgrade page appears.

  3. In the field labelled This app is password protected., type the password that NewVoiceMedia provides you.

    Click Install for Admins Only, Install for All Users, or Install for Specific Profiles as appropriate. Click Upgrade.

    The upgrade starts. You receive an email when the upgrade is complete.

When you upgrade you will need to manually update call or agent summary page layouts to add fields newly introduced in the later version of the package.

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