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OKRify OKRify
  • Product
    OKR
    Meeting
    KPI
    Scorecard
    Contest
    Recognition
    Work Management
  • Solutions
    OKRify for Sales
    OKRify for CEOs
    OKRify for HR
    OKRify for Managers
    OKRify for Board Reporting
    Okrify for Nonprofits
  • Customers
  • Resources
    Ultimate OKR Guide
    Blog
    OKR Examples
    Meeting Templates
    KPI Library
    Product Update
    Services
  • Partner
    Become a Partner
    OKRify for Salesforce Consulting Partners
  • Help
  • Contact

Upgrade Only

Onboarding Guide
  • Installation
  • Assign License
  • Permission Set Assignment
  • Enable Topics
  • Setup Teams and Team Members
  • Setup Periods
  • General Settings
  • Hub Default Settings
  • Risk Colour Settings
  • Default Settings
  • Custom Fields Settings
  • Sobject/KPI Objects Settings
  • OKRify Settings
  • Setup Email Notification
  • Creating Calendar Event and Updating Meeting
Additional Setup Instructions
  • Validate/Schedule Apex Jobs
  • Email Template Configuration
  • OKR Buttons for Related Salesforce Objects
  • Add an Object as a custom field in OKR
  • Upgrade steps

Manual steps required after upgrade based on your current OKRify version,

Upgrading from any OKRify 1 version to OKRify 2.0 or higher

(Required only if you are upgrading from OKRify 1)

  • Update Status field picklist values in Period Object
  • Update UOM field picklist values in Key Result Object

Upgrading from any version to OKRify 2.9 or higher

(Required only if you are upgrading from OKRify 2.9 or less)

  • Update Ownership field picklist values in Objective Object

Upgrading from any version to OKRify 3.8 or higher

(Required for all versions)

  • Update UOM field picklist values in Key Result Object
  • Update UOM field Picklist Values in Key Result Template Object
  • Update Status field Picklist Values in Scorecard Object

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