> For the complete documentation index, see [llms.txt](https://help.nightfall.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.nightfall.ai/salesforce/getting-started/upgrade.md).

# Upgrade Nightfall DLP for Salesforce

Learn how you can upgrade the Nightfall DLP package, installed in a Salesforce org.

You can choose to upgrade Nightfall DLP for Salesforce from one of the following methods.

* [From Nightfall Console](#upgrading-from-the-nightfall-console)
* [From Within Salesforce](#upgrading-from-within-salesforce)

## **Upgrading From the Nightfall Console**

Upgrading the Nightfall package is the same as that to install Nightfall package for the first time in a Salesforce org. To upgrade from Nightfall’s console,

1. Login into Nightfall console <https://app.nightfall.ai>
2. Select **Salesforce** under **My Integrations**.&#x20;

<figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mg3wgFIu8T7XAT1u-f_%2Fuploads%2F47gwlILyEWj490aDtuuD%2FS1.png?alt=media&#x26;token=32aa7287-f332-4a87-86a7-de0444407e4a" alt=""><figcaption></figcaption></figure>

3. Click **Add Org** (In the following image three Salesforce orgs are already configured. If you are adding a Salesforce org for the first time, you will not see any org added).

<figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mg3wgFIu8T7XAT1u-f_%2Fuploads%2FPOVuU73Y7UTGiWoNITrv%2Fimage.png?alt=media&#x26;token=5061a068-8006-44a9-8d72-b1d13c5382bf" alt=""><figcaption></figcaption></figure>

4. Select either **Production** or **Sandbox** options. You must select the option in which you wish to upgrade the Nightfall for Salesforce DLP.
5. Click **Continue**.

<figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mg3wgFIu8T7XAT1u-f_%2Fuploads%2F43w9MJB5fOlxss6Kphsi%2Fimage.png?alt=media&#x26;token=af2e5fdb-1796-4b5a-859d-835a002e80c5" alt="" width="563"><figcaption></figcaption></figure>

6. Click **Install**.

<figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mg3wgFIu8T7XAT1u-f_%2Fuploads%2F2XA0jPRFgcejmK4jS7gA%2Fimage.png?alt=media&#x26;token=c0c7467d-61d9-46df-bacc-eddd784f9608" alt=""><figcaption></figcaption></figure>

6. Login to the Salesforce environment in which you wish to upgrade the Nightfall DLP.&#x20;
7. Select **Install for Admins** **Only** to install the upgrade package only to Salesforce admin users.&#x20;
8. Click **Upgrade**.

<figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mg3wgFIu8T7XAT1u-f_%2Fuploads%2F8T0lUhUmnKwM9jBnfRFS%2Fimage.png?alt=media&#x26;token=c81b7851-37c9-45a7-89e1-0dc764bf885f" alt=""><figcaption></figcaption></figure>

Once the upgrade is completed, you can view the following screen. Click **Done**.

<figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mg3wgFIu8T7XAT1u-f_%2Fuploads%2FpzAQmYEtTrcXYjz9L7Db%2Fimage.png?alt=media&#x26;token=2ad4490e-fccb-407e-aa4a-defbad793487" alt=""><figcaption></figcaption></figure>

## **Upgrading from Within Salesforce**

To upgrade from within Salesforce

1. Navigate to the [Salesforce App Exchange site](https://appexchange.salesforce.com/).

<figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mg3wgFIu8T7XAT1u-f_%2Fuploads%2FNMBpgFcY55yX83cyvydB%2Fimage.png?alt=media&#x26;token=72359172-ed7a-4ca7-b87e-b2e03cfe408c" alt=""><figcaption></figcaption></figure>

2. Login to your Appexchange account.&#x20;
3. Use the search bar to find the Nightfall app.
4. Select the **Nightfall - Data Security and Compliance** app.

<figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mg3wgFIu8T7XAT1u-f_%2Fuploads%2Fczl94RfSzTIivlCbbHQn%2Fimage.png?alt=media&#x26;token=2900972f-b561-4c57-a19b-768f8a4c9854" alt=""><figcaption></figcaption></figure>

5. Click **Get It Now**.&#x20;

<figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mg3wgFIu8T7XAT1u-f_%2Fuploads%2FTLNy5OODren8orad1VrM%2Fimage.png?alt=media&#x26;token=21dea7cd-b2f6-403c-90b0-1e6b51b33032" alt=""><figcaption></figcaption></figure>

6. Select the connected Salesforce **Production** or **Sandbox** org in which you wish to upgrade the package.
7. Click **Install in Production** or **Install in Sandbox,** based on the selection you made in the previous step.

<figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mg3wgFIu8T7XAT1u-f_%2Fuploads%2FUdJjmEBGPVjRoI9o0t5N%2Fimage.png?alt=media&#x26;token=31bb18dd-4acd-44d4-a5cd-1e417e40b4e4" alt=""><figcaption></figcaption></figure>

8. Agree to the Terms and Conditions check box and click **Confirm and Install.**

<figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mg3wgFIu8T7XAT1u-f_%2Fuploads%2FcSTKiM5T3j6nLej34zm7%2Fimage.png?alt=media&#x26;token=2a18bd8f-1fd3-4bc1-a23a-5ea5ea16462f" alt=""><figcaption></figcaption></figure>

You are redirected to the Salesforce login page.

9. Log in to the selected Salesforce account you selected in step 7.&#x20;

<figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mg3wgFIu8T7XAT1u-f_%2Fuploads%2FE8bkUCoQbvunsqaVmuuw%2Fimage.png?alt=media&#x26;token=69cf4b40-eed2-4843-a13e-08e496c4b992" alt="" width="375"><figcaption></figcaption></figure>

10. Select **Install for Admins** **Only** to install the upgrade package only to Salesforce admin users.&#x20;
11. Click **Upgrade**.&#x20;

<figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mg3wgFIu8T7XAT1u-f_%2Fuploads%2FvBBTjxqWGZGexLrKvjX2%2FScreenshot%202023-11-21%20at%201.00.00%E2%80%AFPM%20-%20bounding%20box.png?alt=media&#x26;token=4f33546e-3036-41dc-9398-3df7a51b4a23" alt="" width="563"><figcaption></figcaption></figure>

Once the upgrade is completed, you can view the following screen. Click **Done**.

<figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Mg3wgFIu8T7XAT1u-f_%2Fuploads%2FxH1RhRfLyiKMqCEvbzc3%2FScreenshot%202023-11-21%20at%202.03.33%E2%80%AFPM.png?alt=media&#x26;token=7f5a047f-cbb7-4d8b-85b5-7ed61eaa2a4a" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://help.nightfall.ai/salesforce/getting-started/upgrade.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.