Available in: Axsy Field Service, Axsy Public Sector, Axsy Retail Execution

Introduction

Axsy's Summer '24 release includes a changeover from multiple industry specific mobile app variants (Field Service, Public Sector, Retail Execution) to a single mobile app that support all industry variants and when used in conjunction with Axsy Code Push, gives customers the freedom to upgrade to the latest Axsy release at a time of their own choosing.

Existing Customers must migrate their current Axsy Summer '23 orgs to Axsy Summer '24. This article breaks the migration from Summer '23 to Summer '24 into migration transition stages that customers should follow to achieve a smooth migration to Summer '24.

The video below describes the process flow from Axsy Summer '23 to Axsy Summer '24.

Important Dates

Axsy Summer '24 General Availability: Axsy Summer '24 (mobile app and managed packages) will be available from 1st August 2024, no migration plan (unless otherwise agreed with Axsy) should start before this date.

Migration Completion Customers must complete their migration from Axsy Summer '23 to Axsy Summer '24 before the release of Axsy Winter '25 (exact dates to be confirmed).

Customer Migration Plans

Customers migrating to Axsy Summer '24 can use the migration transition stages described lower down in this article to construct their own detailed migration plans respecting the important dates listed above and ensuring that all relevant orgs are included in their migration plans.

An example migration plan is shown below. The plan shows one or more lower environments being migrated before a production environment is migrated.

Do not migrate your production org until you have migrated your lower environments.

Axsy Engagement With You

1. Axsy will contact you with suggested dates to commence your migration activities
2. Axsy will schedule weekly review calls with you immediately prior to and during the course of your migration
3. If you require Axsy participation in migration enablement sessions, please advise us in your weekly review call or via your support portal providing at least two weeks notice.

Migration Transition Stage 1

This stage is optional and can be performed if you want to test the Axsy Summer '24 app before any managed package installation.

Overview Diagram

Stage Summary

Actions

Customer

1. Download the Axsy Mobile for Salesforce app from the relevant App Store and perform sanity testing.

Axsy

1. None.

Migration Transition Stage 2

This stage must be performed to verify the stage objectives via regression level testing in the first org you migrate. Subsequent orgs will not require this level of testing.

Overview Diagram

Stage Summary

Managed Package Installation Requirements

Please refer to this knowledge article page for the latest managed package versions, you must contact Axsy via your support portal requesting installation links to the managed packages.

Actions

Customer

1. If Axsy oversight required during managed package installation, request Axsy participation giving at least two weeks notice
2. Install the relevant Axsy Summer '24 managed packages as required for your org (refer to above table)
3. Configure permissions for users
4. Download the Axsy Mobile for Salesforce app from the relevant App Store and perform testing.

PRODUCTION ORGS

Once you have installed the Axsy Mobile for Salesforce managed package in your production org you must advise Axsy promptly via your support portal, quoting your production org ID, that you have done so.

This will enable Axsy to assign an equivalent number of licenses to your Axsy Mobile for Salesforce managed package as your current industry managed package.

Axsy

1. Provide oversight to customer, if requested, during managed package installation and permission setting
2. Assign licenses for production org when notified to do so.

Migration Transition Stage 3

ADVISORY NOTE

As you have now established that the Axsy Summer '24 app with the Summer '23 feature bundle performs in an identical manner to your Axsy Summer '23 industry app you should ensure your users STOP USING THE AXSY SUMMER '23 INDUSTRY MOBILE APP. Doing so now will avoid support problems later once you completely disable the Axsy Summer '23 industry managed package.

IMPORTANT

Axsy will guide customers through the detailed steps required to enable this stage described in this article.

Overview Diagram

Stage Summary

Actions

Customer

1. Contact Axsy to arrange 1 hour enablement session (please provide at least 2 weeks notice), the session is described in detail in this knowledge article which customer may refer to after their initial enablement session.
2. Testing of Axsy Summer '24 new features and bug fixes.

Axsy

1. Provide oversight and assistance during enablement session.

Completion

Overview Diagram

Stage Summary

Actions

Customer

1. If Axsy oversight is required please provide at least two weeks advance notice
2. Modify Summer '24 scope to include all users
3. Run Axsy data migration tool
4. Advise newly joined users to logout / login to Axsy Summer '24 app
5. Sanity testing for newly joined users
6. Deactivate Axsy Summer '23 industry managed package (knowledge article coming soon).

Axsy

1. Provide oversight and assistance during enablement session if required.