How to update the Forms or Documents For Salesforce managed package – Formstack

This article will take you through understanding what to expect with updates to Formstacks Forms for Salesforce and Documents for Salesforce products.

Forms For Salesforce

Forms For Salesforce - For this product, we’re automatically updating to the latest version to keep you up to date on all the latest features and bug fixes. In some rare cases, our attempt at pushing a new version will fail because of other errors in your Salesforce org. In these cases, we’d recommend you start your troubleshooting with trying to compile all your apex classes and run unit tests before attempting to manually update.

Note: If you need any help with installing the Forms for Salesforce app for the first time, check out this article.

Documents For Salesforce

How to Upgrade

To manually upgrade your Formstack Documents for Salesforce managed package:

Visit the Formstack Documents for Salesforce AppExchange listing.
Click the “Get It Now” button and follow the installation prompts for your org (Production or Sandbox).
After upgrading, continue with the instructions below to handle permission updates and resolve any post-upgrade issues.

Automatic vs Manual Updates

If you are on version 1.337 or higher, your package is automatically updated to the most current version.

If you’re on a version lower than 1.337, you’ll need to manually update the package. Before doing so, we recommend compiling all your Apex classes and running unit tests. Resolve any errors before attempting to manually install the update.

Note: If you need any help with setting up Documents for Salesforce for the first time, check out this article.

Issues You May Encounter After Upgrading

New Permission Sets (Introduced in v1.339)

Starting with version 1.339, we introduced permission sets to manage access more securely and efficiently. After installing or upgrading to this version (or later), you must assign appropriate permission sets to users to ensure continued functionality.

The three new permission sets are:

Formstack Document: Grants full administrator access to the managed package.
Formstack Document Merge Users: Intended for internal users who need to trigger document merges but do not require admin privileges.
Formstack Document Merge Users External: Designed for Experience Cloud (community) users who will trigger document merges.

Important: Users without the appropriate permission sets will encounter errors when attempting to use the application.

For step-by-step instructions, refer to our guide on User Profile Permissions.

Experience Cloud Compatibility: Visualforce Page Fix

If you’ve configured Doc Merge in Experience Cloud using a Visualforce page, you may encounter issues due to deprecated or incompatible implementations. To fix this:

Step 1: Create a New Visualforce Page

Go to Setup > Visualforce Pages > New
Provide a label and check “Available for Lightning Experience, Experience Builder sites, and the mobile app”
Replace the default markup with the following:

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Notes:

Set the standardController to the object you’re supporting (in this example, Certificate__c).
Replace the title and object name as appropriate for your use case.

For more details, see: Add Support for Salesforce and Custom Objects

Step 2: Replace the Old Visualforce Page

Remove the previously used Visualforce page from your Experience Cloud site.
Add the new Visualforce page you just created in its place.

Step 3: Grant Access to the Visualforce Page

For users that have Formstack Document Merge Users or Formstack Document Merge Users External, you will also need to grant Visualforce Page access to their user profiles:

Navigate to Setup > Users > Profiles
Select the profile you want to edit
Click Enabled Visualforce Page Access → click Edit
Add the new Visualforce page to the enabled list & save your changes