Version Upgrading

Share This Post

Share on facebook
Share on linkedin
Share on twitter
Share on email

Search 3B Knowledge Base

You are here:
< Back

3B Forms are a Native Application on the Salesforce ( Platform, which is a SaaS Platform. As in most SaaS Platforms, you (the customer) benefit from regular upgrades which bring bug fixes and general enhancements. We, at 3B Forms have vowed to provide the best customer experience in terms of Product Support and Product Enhancements. You can read more about our vision here:

There are usually 3 types of packages generally available. Here is what makes them different:

GM (Gold Master)  Patch Beta
  • Is a new release
  • Comes with new features
  • May require post-installation set up
  • More prone to bugs as new features are introduced
  • May deprecate features (so check the API Reference and Changelogs!)
  • May change existing behavour
  • Aimed to provide bug fixes
  • Small improvements
  • Layout/View Changes
  • Will not deprecate features
  • Will not introduce new functionality
  • Will avoid deprecating API functions
Betas are similar to GM release, however they are “Live” only for a short period of time. If you are lucky enough to be on a Beta, then we would like to sincerely thank you for being patient with us! Betas may come with plenty of bugs in the expense of having the ability to have a sneak peak at what is up and coming.


Upgrading usually happens in one of 2 ways.

Manual Upgrade

This is where you (the customer) or we (3B Forms) will take immediate action to rectify a problem and will thus upgrade your package to the next stable version. This is usually done by clicking on an Install link (for available versions, refer to Install/Upgrade from a link article). If you would like to manually upgrade, please follow the instructions in the article.

Automatic Upgrade

Ah, the wonders of SaaS Platforms.. We can “push” upgrades to our customers from one central point, essentially upgrading all of our customers to the newest and greatest. We will, however avoid doing so, as we understand that before a “Mass Upgrade” campaign, we need to make sure that the software is 100% tested and vetted out of bugs. Automatic upgrades will usually happen overnight in the timezone you are based at.  This is done so we will not interrupt your day-to-day operations.

Automatic upgrades are usually issued for one of 2 reasons:

  1. A bug has been identified, potentially preventing the application of normal operation
  2. Stable Patched GM Release is issued which introduces general enhancements and feature upgrades

If you want to opt out of automatic Upgrades, please submit a case here: and we will be more than happy to respect your choice.

Subscribe To Our Newsletter

Get updates and learn from the best

More To Explore

3B Initiative

Jonathan B – 5 Stars

Get this and simplify your processes Thank you for your review, Jonathan, a happy little acacia tree is planted in your name! The exact coordinates

3B Initiative

Andy K – 5 Stars

Makes forms easy Thank you for your review, Andy, a happy little acacia tree is planted in your name! The exact coordinates of the tree

3B Initiative

Matthew W – 5 Stars

Best Free Forms Product on the AppExchange Thank you for your review, Matthew, a happy little acacia tree is planted in your name! The exact

Innovate, improve, empower. We believe engaged and happy customers make great partners, and see continuous feedback and collaboration as key levers in our shared drive for success. You need a small customisation to fit that nonconforming process step you have? We are more than happy to offer it free of charge. You have a recommendation for improvement/feature implementation? We are happy to listen, and will issue you with a special certificate to credit you for an idea that goes into the product.

As (we hope) you probably guessed yourself already – we want to be the single most flexible and customer-friendly forms solution on the market.