Instructions for Migrating to the Terminus Managed Package for Salesforce

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This Article Is For Customers Who Previously Installed Sales Insights / Account Insights (Unmanaged Packages)

Terminus is an official ISV partner on the Salesforce App Exchange and leverages a managed package to seamlessly deploy our latest enhancements without requiring any additional actions from our valued customers.

We will be discontinuing support for our unmanaged Salesforce packages. Therefore, customers who have previously installed our unmanaged Salesforce packages for Terminus Engagements (formerly Sales Insights) and Account Insights should follow the instructions provided below to ensure uninterrupted access to Terminus data within their CRM.

Article quick links:

• Installing the Terminus Insights Package
• Steps to Update your Terminus Salesforce Package
• Deprecated Fields
• Reports & Dashboards

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Installing the Terminus Insights Package

Customers who previously installed our unmanaged Salesforce packages for Terminus Engagements (formerly Sales Insights) and/or Account Insights will be required to update their package to the Terminus Insights managed package to avoid losing functionality.

By upgrading, you'll be able to take advantage of the benefits of this new managed package, including new data fields, customizable reports/dashboards, and the ability to grant Terminus access to help troubleshoot.

Here are some important notes on migrating packages:

1. A majority of components in the managed package are the same as the old unmanaged package — see Deprecated Fields below.

2. While it is highly recommended, you are not required to uninstall the old unmanaged packages before installing the new version. In the scenario where both the old package and the new package exist, the new managed package will receive the primary source of data, and Terminus will not update any new data in the existing unmanaged package.

3. The managed package will create a new set of fields for Terminus Engagements when installed. These are the fields that will populate with data once installed. The old fields from the unmanaged "Sales Insights" package will no longer update. If you have both versions of the package installed, make sure to edit Account Layouts and any workflows or reports that rely on the Engagement fields to use the new set of fields. The managed package fields are labeled with a new API name: "terminus_mktg.
   
   

Steps to Update Your Terminus Salesforce Package

Step 1: Uninstall "Terminus Sales Insights" and "Terminus Account Insights" Packages

• In Salesforce, navigate to Setup > Installed Packages > Package Name > Uninstall.
• This action will remove all components of the packages from your Salesforce instance. If you want to preserve the data, we recommend creating a backup. If your Salesforce instance includes fields, automations, or reports that depend on these legacy Terminus fields, you can skip this step and uninstall once you have completed the migration to the new fields.

Step 2: Install the Terminus Insights Managed Package

• To install the new Terminus Insights managed package, refer to the instructions provided in this article.
• If you have successfully completed both Steps 1 and 2, your update process is complete. If you skipped Step 1 and now have both versions of the packages installed, please proceed to Step 3.

Step 3: Update “Terminus Engagements” Fields

• The fields you currently use for Terminus Engagements (formerly Sales Insights) need to be updated to the latest version available in the managed package. All field display names for supported fields remain the same, and the new fields in the managed package are identified by their API field name, which includes "terminus_mktg".
• In all account layouts and custom reports you have created, please replace the fields from Terminus Sales Insights with the new "terminus_mktg" fields below. Additionally, you may include newly added fields in your managed package layout, specifying the supported versions in a separate column below.
  

Deprecated Fields

As of managed package version 1.14 and beyond, the following fields have been deprecated from the managed package. While the component is still selectable within the package configuration, these fields should not be included in any layouts or reports. Moving forward, any fields that are no longer supported will include '(DEPRECATED)' in the field label to avoid confusion. Data will no longer be pushed to these deprecated fields so any reports and alerts that leverage these fields should be updated. Any existing data in them can be safely disregarded.

Reports & Dashboards

With the installation of the new Terminus package, a dedicated reports folder named "Terminus Reports" will be created, housing new reports that automatically utilize the updated fields. If both packages are installed concurrently, you will find two folders with the same name, but only the newer reports will be updated once the managed package is installed.

To access these reports go to Reports > Folders and search for Terminus Reports. The following reports will be available:

• Terminus Engagement Metrics for either Owned Accounts or All Accounts over the Last 90 days
• Intent Surges for either Owned Accounts or All Accounts over the last 7, 30 or 90 days
• Engagement Spikes for either Owned Accounts or All Accounts over the last 7, 30 or 90 days
• A list of either Owned Accounts or All Accounts without activity in the last 90 Days but are simultaneously Spiking on Engagement and Surging on intent over the last 7, 30, or 90 days 
• Snapshot of either Owned or All Accounts in the Terminus Engagement Funnel

These reports will serve as the data source for our out-of-the-box dashboards. To access these dashboards go to Dashboard > Folders and search for "TerminusDashboards"

• Terminus Metrics Dashboard for either Owned Accounts or All Accounts for the last 7, 30 or 90 days

To maximize the utility of the out-of-the-box reports and the sample dashboard, you can customize them to create daily or weekly sales alerts, craft business-specific dashboards, and explore more advanced options. For additional guidance, please refer to the following related articles:

• How to Create Sales Alerts with Terminus and Salesforce
• How to Create a Salesforce Dashboard Using Terminus Data