Performing your own upgrade

Versions before 2.5, including: Winter 2023, Fall 2023, 2.1, 2.2, 2.3

1. Navigate to Setup → Object Manager.

2. Locate the Job Queue object and select it.

3. Click on Fields and Relationships and find the Job Subtype field.

4. Scroll down to the Values section and click New:
   Setup
   UmbrellaPolicyData
   GL-Policy_Data
   BOP-Policy_Level_Coverage
   CL-AUTOB_Vehicle_Level_Coverages
   Coverage
   PL-Vehicle
   PL-Schedule
   Schedule
   RelatedPlan
   OpenCargoTruckersMotorCarriers
   WCStateRatePremiumInfo
   NonReportableACORDFields
   SupplementalPolicyInformation
   SubmissionPolicy
   PaymentPlansAuditFrequency
   PL-UnderwritingInformation
   PL-CoverageOptions
   CL-UnderwritingInformation
   CL-CLD
   CL-CoverageOptions
   WorkersComp
   BenefitPlan

5. Click Save.

6. Click on Fields and Relationships and find the Job Type field.

7. Scroll down to the Values section and click New:
   ClonePolicyQueueHandler

8. Click Save.

Version 2.5 (1.945)

Version 2.6 (1.946)

These steps remove a field that was unintentionally included in the package and must be completed in Classic view.

1. Click View Profile → Switch to Salesforce Classic.

2. From the Classic view, enter Setup.

3. On the left panel under the Build section, navigate to Objects.

4. Locate and select the Policy object.

5. Find Test 1 (VRNA__Test_1__c) and click Del.

Version 2.7 (1.953)

As part of Salesforce’s shift to Flow and Apex, legacy Workflow Rules and Process Builders may be unintentionally reactivated during upgrades.

• Verify all deprecated / obsolete Process Builders are inactive.

This upgrade also includes a required step that updates the ACORD protected custom setting with the new OfficeScope header token. This step must be completed by amplo Support.

• Please schedule your upgrade so that we can perform this upgrade action. If amplo Support does not already have access to your environment, grant them temporary Admin access.

Version 2.8 (1.957)

amplo Custom App brand

The following steps provide instructions for adding the optional new amplo branding. If your organization has custom branding, you do not need to complete these steps.

1. Navigate to Setup.

2. Search "App Manager" in Quick Find.

3. Find the Veruna App with LightningVeruna as the Developer Name in the App list.

4. Click Edit in the dropdown on the right hand side of the LightningVeruna app.

5. Make the following changes on the App Details & Branding page (should be the one showing after clicking Edit):

   1. App Name: amplo

   2. Primary Color Hex Value: #003933

   3. Click Clear below the Veruna Logo and upload the amploIcon.png image from this google drive location.

6. Check the box for Use the app’s image and color instead of the org’s custom theme.

7. Click Save.

Rewrite button update

The following steps provide instructions for adding the Rewrite button to page layouts. This button should be added to layouts for written/bound policies, specfically for:

• VRNA Written Benefits

• VRNA Written CL Policy - Account Manager

• VRNA Written PL Policy - Account Manager

1. Go to Setup → Object Manager → Policy → Page Layout.

2. Select a page layout to add the button to, and edit the page layout.

3. Then navigate to Mobile and Lightning Actions.

4. Find the rewrite button.

5. Drag it to the page layout.

6. Save.

Job Queue Picklist updates for certificate renewal

1. Navigate to Setup → Objects → Job Queue → Fields & Relationships.

2. Add the following values to the fields on the Job_Queue__c object:

   1. Job Type: CloneCertificateQueueHandler

   2. Job SubType: CertificateAdditionalInterest

Version 2.9 (1.969)

Adding System Tab to Policy Page

1. Open the Policy Page Layout Editor

• Go to Setup (gear icon in top right)

• Go to "Object Manager"

• Click Policy

• Click Lightning Record Pages on the left

• Find "VRNA Policy Page" (or your main Policy page)

  • You may have more than one default, if you need to know which page to update click on View Page Assignments and use the page that is the Org Default.

• Click Edit

2. Add the System Tab

• In the Lightning App Builder, look for the existing tabs area (you'll see tabs like "Details", "Schedules", "Coverages", etc.)

• Click on the component that is filtered for Written Policies

• Click Add label on the right side:

  • Set Label to "System"

  • Leave other settings as default

• Click on the new System Tab in the Canvas

3. Add the Job Queue Component

• In the custom component list, find and select jobQueueStatus and drag into the new tab

4. Save and Activate

• Click Save (top right)

• Click Activation (top right) 

• Make sure it's assigned to the right App and User Profiles

• Click Save

Update Job Queue picklist values

1. Navigate to Setup → Object Manager.

2. Locate the Job Queue object and select it.

3. Click on Fields and Relationships.

4. Locate the Status field select it.

5. Scroll down to the Values Section and select click on New.

6. Add the Ready picklist value.

7. Click Save.

8. Go back to the Fields and Relationships.

9. Locate the Job Subtype field and select it.

10. Scroll down to the Values Section and select click on New.

11. Add the following values:

    1. NamedInsuredsDBAs

    2. AI-Relink

12. Click Save

What Users Will See

• A new System tab on Policy records

• Two sections showing job queue status:

  • Renewal Processing Jobs - Shows renewal-related background jobs

  • Other Policy Jobs - Shows other policy processing jobs

• Restart buttons for admins to fix stuck jobs

• Auto-refresh every 5 seconds

Deactivate Flow and Workflow

1. Go to Setup → in quickfind search Flows and select it

2. Locate  (Deprecated) InsertIdentifierValue. (may also just be named InsertIdentifierValue)

3. Click the carrot on the right side and select View Details and Versions.

4. Select Deactivate.

Delete old InsertIdentifierValue Workflow Rule

1. Go to Setup →in quickfind search Workflow Rules and select it.

2. Locate InsertIdentifierValue and click Del.

Deactivate old Default Global Certificate details Workflow Rule

This has been moved to a new flow and is active on install. Need to deactivate the old workflow rule.

1. Go to Setup →in quickfind search Workflow Rules and select it.

2. Locate Default Global Certificate details and click Deactivate.

Add Policy Tab back in

Policy tab was accidentally removed from Verunacore in the amplo app in a previous release. This is being added back in the amplo bridge package, and can’t be added in the VerunaCore. We need to manually create and then add the Policy Tab back in to the amplo app.

Create the policy Tab

1. Navigate to Setup → Tabs and select it.

2. In the Custom Object Tabs click New.

3. Add the following:

   1. Object - Policy

   2. Tab Style - Any is fine, but remember which you chose.

4. Click Next.

5. Leave default settings and Click Next again.

6. Leave default settings and Click Save.

Adding to the amplo App

1. Navigate to Setup → App Manager and select it.

2. Locate the amplo app and from the carrot to the right select Edit.

3. On the left panel click on Navigation Items.

4. Locate the new Policies Tab you created and move it to the Selected Items.

5. Click Save.

Version 2.10 (1.973)

Custom Schedule Mappings

For Custom schedules, a mapping may need to be created. 

1. Navigate to App Launcher → Schedule Mappings. There should be five Schedule Mappings.

If there are only 4, Aircraft may be missing. If missing, follow the steps below to create the Aircraft field on the Custom Schedule object.

1. Navigate to Setup→ Object Manager.

2. Locate and select Custom Schedule.

3. Click on Fields & Relationships.

4. Verify custom field called Aircraft exists.

   1. If not click on the New Button

   2. Select Text field type and click Next

   3. Add the following fields exactly as below

      1. Field Label = Aircraft__c

      2. Length = 255

      3. Field Name = Aircraft__c

   4. Click Next

   5. Click Next Again

   6. Click Save

Create the new mapping record

1. Navigate back to App Launcher → Schedule Mappings.

2. Click the New button.

3. Update the fields with the following:

   1. Is Identifier? = Unchecked

   2. Policy Change Field = Aircraft__c

   3. RecordType = Aircraft

   4. Schedule Object = VRNA__Aircraft__c

   5. Schedule Field = VRNA__Schedule__c

4. Click Save.

Version 2.12 (1.985)

Amplo Setup page

1. Click the App Launcher in the top left corner of the page (the grid of nine dots).

2. Type Amplo Setup in the search bar and click Amplo Setup in the results.

3. Click Setup Missing Configurations to create all necessary settings.

Remove unused settings

1. Go to Setup > Remote Site Settings.

2. Locate VerunaDocs_OF_Secure. If two entries share the same name, click Del next to the one without the VRNA namespace. If only one entry exists, skip this step.

3. Locate ApexDevNet in the list and click Del.

4. Go to Setup > Trusted URLs.

5. Locate VerunaDocs_OF_Secure. If two entries share the same name, click Del next to the one without the VRNA namespace. If only one entry exists, skip this step.

Add the Forms related list to the Account Holder layout

1. Go to Setup > Object Manager and find Account Holder.

2. Click Page Layouts, then click Account Holder Layout.

3. Click Related Lists and drag Forms onto the page below Operations Descriptions.

4. Click the wrench icon and add the Acord Form Type and Account fields to the Selected Fields.

5. Click OK.

Add the Master Certificates button to Account layouts

1. Go to Setup > Object Manager and find Account.

2. Add the Master Certificates button to the following layouts, placing it after the COI/Evidence button:

   1. Business Account – Customer

   2. Business Account – Suspect/Prospect

   3. Individual Account – Customer

   4. Individual Account – Suspect/Prospect

Add the View Form button to the Form object layout

1. Go to Setup > Object Manager and find Form.

2. Add the View Form button to the Form Layout. Note: If the Salesforce Mobile and Lightning Experience Actions section doesn't allow you to drag the button, click Override the predefined actions. Remove all buttons except Edit and Delete, then add the View Form button after Edit.

Add "Waiting" to the Amplo Job Queue Status field

1. Go to Setup > Object Manager and find Job Queue (IAMP namespace).

2. Add "Waiting" as a value to the Status field.

Troubleshooting Forms OAuth handshake

If you see an error page when opening the Forms App from Salesforce after ECA has been enabled, clearing your browser cookies should resolve the issue.

1. Right-click the popup and select Inspect.

2. In Chrome Dev Tools, select the Application tab.

3. Under Storage in the left menu, expand the Cookies section.

4. Right-click the entry and select Clear.

The Forms App should now open successfully.

.NET download authentication

Once the feature flag is enabled, .NET automatically picks up the External Client App credentials — no additional action is required.

The user added to the ECA in the 2.11 release already has the permissions needed to create and update Download Details, policies, and policy sub-objects such as schedules and coverages.

Note: If the assigned user becomes inactive, refer to the release notes or 📄 Managing the IVANS downloads userarticle for steps on rotating the user.

Version 2.13 (1.991)

VRAS/Accounting Seed upgrade steps

Before installing

Confirm that Allow Activities and Track Field History are enabled on the GL Account Mapping object before starting the upgrade. If they aren't, the Spring '26 upgrade will fail.

To check and enable these settings:

1. Click the gear icon and select Setup, then click Object Manager.

2. Type "Mapping" in the Quick Find search box.

3. Click GL Account Mapping in the search results.

4. On Details, click Edit.

5. Scroll down to the Optional Features section.

6. Check both checkboxes for Allow Activities and Track Field History.

After installing

Re-enable Large Data Optimizer (LDO)

If your org uses Large Data Optimizer, you'll need to re-enable it after upgrading to Spring '26. To confirm whether LDO is enabled in your org, go to Accounting Home > Setup > Configurations and click Enablements. If this setting isn't available, skip this step.

If LDO is available in Enablements:

1. Go to Accounting Home > Setup > Configurations and click Enablements.

2. Click the pencil icon to edit.

3. Scroll down to the Large Data Optimizer section.

4. Enable the fields needed so your users can continue to post and unpost source documents without interruption.

Configure field sets in the Financial Reports Hub

To make custom fields available as columns or filters in the Financial Reports Hub report grid, configure the following field sets on the Transaction object.

1. Go to Setup > Object Manager > Transaction.

2. Select Field Sets from the left panel.

3. Choose the field set you want to modify:

   1. To add a custom field as a column, select a field set with "Column" in the name.

   2. To add a custom field as a filter, select a field set with "Filter" in the name.

4. Click Edit from the dropdown on the right.

5. Drag the custom fields you want to make available into the field set.

6. Click Save.

7. Repeat for any additional field sets you want to configure.

8. On the Data Manager tab, refresh the report groups to apply the field set changes.

Activate the EDocs Download Detail Lightning Record page

1. Go to Setup > Object Manager > EDocs Download Detail.

2. Click Lightning Record Pages in the left sidebar.

3. Find the page named "EDocs Download Detail" and click View.

4. In Lightning App Builder, click Activation.

5. On the App, Record Type, and Profile tab, assign the page to the Lightning app that hosts the existing Policy Download Detail page in your org.

6. Click Save.

Add new values to the EDocs Download Detail Status field

1. Go to Setup > Picklist Value Sets.

2. Find eDocs Status Values in the list and click the name.

3. In the Values section, click New.

4. Add Matching and Processing as values in the text box.

5. Click Save.