Marketo Sales Insight Upgrade

Anonymous
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Marketo Sales Insight Upgrade

Hi,

We are trying to upgrade Sales Insight package installed on our Org. from version.1.4295.16 to the new version available on appexchange i.e. 1.4307.1. I want to know if this will cause any data loss or any data related issues. I am following the instructions in the article http://community.marketo.com/MarketoArticle?id=kA050000000KzVmCAK to complete this Upgrade, but before doing that I want to know what are the precautions I must take. Kindly help out as we need this upgrade done today.

Thanks
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5 REPLIES 5
Anonymous
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Re: Marketo Sales Insight Upgrade

The upgrade essentially overwrites the existing version. It should go smoothly as current one seems to be working properly.
Anonymous
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Re: Marketo Sales Insight Upgrade

@bgomes,

Could you please tell me if there would be any data loss due to upgradation?

Thanks
Anonymous
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Re: Marketo Sales Insight Upgrade

The installation package is not supposed to overwrite existing data.
Anonymous
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Re: Marketo Sales Insight Upgrade

@bgomes,

Found a new step while upgradation. Please suggest

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Anonymous
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Re: Marketo Sales Insight Upgrade

That is a standard message from AppExchange valid for any package, not just Marketo.

The automatic option would save you hours of work while the manual allows you to rename the listed objects before retrying. 
The upgrade needs that selection to continue.
The choice only depends on the time and skills you have to solve the naming conflicts.

It is up to you to decide.