Upgrade the Vidyard for Salesforce app from a previous version

Periodically, Vidyard for Salesforce customers may need to manually update the Vidyard app package version in order to enable the use of new functionality.

Permissions

• A Salesforce account with administrator permissions (including the permissions to install packages)
• An existing Vidyard for Salesforce integration

Update the Vidyard app in Salesforce

1. Check the current version of your Vidyard for Salesforce package
   • From the Salesforce dashboard, select Setup > Build > Installed Packages
   • Note the version number for the Vidyard package
2. Navigate to Vidyard in the Salesforce AppExchange
   • Note the version number of the current Vidyard package
   • If a more recent version of the Vidyard app exists, select Get It Now to update
     Note: Any existing Vidyard data in your Salesforce account will be unaffected.