Upgrade from Version 1 to Version 2

Updated by PolicyMap

Most of the time, upgrading the PolicyMap app will be automatic. However, there are some significant changes between v1 and v2 that require extra steps. These extra steps are worth the trouble, and you won’t have to do them again.

What has changed?

  1. Enable child objects in Settings.
    Version 1 allowed you to enable Accounts, Contacts, and Leads. The PolicyMap map page would display these object records as well as Opportunities.
    Version 2 allows you to also enable Opportunities, Cases, custom objects – any object that refers to Accounts, Contacts, or Leads. Display all enabled object records on the PolicyMap map page.
  2. The PolicyMap Record Locator component.
    Version 1 offered a separate locator component for Account, Contact, Lead, and Opportunity records.
    Version 2 has one component that will work for record pages across all objects you have enabled in Settings, including custom object records.
  3. The PolicyMap Index Card component.
    Version 1 offered one PolicyMap Data component for Account, Contact, and Lead records, and a separate component, PolicyMap Related Record Data to display data on other record pages, and this component required configuration to display the desired location data.
    Version 2 has one component that displays the data for the appropriate location as configured in Settings.

Upgrade steps:

  1. Remove old components from lightning page layouts. On every record page that contains a PolicyMap component, enter Edit Page and remove the components and any items, such as tabs, that have display filtered for the PolicyMap_Access permission.
  2. Install the package upgrade from the marketplace (https://appexchange.salesforce.com/appxListingDetail?listingId=d1e43942-cd47-4c6d-9f19-334433e0edec).
  3. Delete old components from your org. In Setup, find the page Lightning Components. Delete the following components:
    1. PolicyMap Data (pmData)
    2. PolicyMap Related Record Data (pmRelatedObjectData)
    3. PMAccountLocator
    4. PMContactLocator
    5. PMLeadLocator
    6. PMOpportunityLocactor
  4. Go to the PolicyMap Administration and Settings page to select the newly-available objects.
  5. Add the new PolicyMap components to your selected record pages.
    IMPORTANT: Add a Component Visibility filter to all components (and component tabs) added to pages in the Lightning App Builder. The Custom Permission “Access_PolicyMap” must equal true. This ensures only PolicyMap users will see PolicyMap components.
    image-20250922-192606.png
    1. Add the PolicyMap Index Card component to the record page layouts enabled in Settings. This displays the PolicyMap data for the location associated with each single record. Wide container preferred.
    2. Add the PolicyMap Record Locator component to the record page layouts enabled in Settings. This displays the PolicyMap data for the location associated with each single record. Narrow container preferred.

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