Post-Install Script Overview

Purpose: Upon installation or upgrade of the managed package, the system executes a post-install script that handles various configuration, migration, and data transformation tasks. The logic is conditional based on the existing org configuration and the version being upgraded from.

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🧩 Steps Performed by the Script

S-Docs

1

Key Initialization

• Condition: Always run (if values are not already set).
• Details:

  • SDocsPrivateSettings__c.Key__c is initialized with a generated key.
  • SDocsPrivateSettings__c.ESign_Encryption_Key__c is initialized for eSignature encryption.
• Purpose: Ensures cryptographic keys are available for secure operations.

2

Migration: GD_Link__c → Document_Link__c

• Condition: Run if upgrading from version prior to 4.557.
• Process: A batch job migrates existing values from SDoc__c.GD_Link__c to the newer SDoc__c.Document_Link__c field.
• Purpose: Field schema evolution to support new document link architecture.

3

DOCX File Name Decryption and Escaping

• Condition: Run if upgrading from version prior to 4.557.
• Process: A batch job decrypts and character-escapes legacy DOCX file names.
• Purpose: Ensures compatibility with current file handling logic.

4

Feature Job Scheduling

• Condition: Only if the job is not already scheduled.
• Details: Schedules the FeatureUpdateSchedulable Apex job.
• Purpose: Enables feature-related background updates or checks.

5

Migration: Email_SendTo__c → Email_Send_To_Long__c

• Condition: Run if upgrading from version prior to 6.0.
• Process: Migrates values from the shorter text field on SDTemplate__c to a longer one to accommodate expanded email data.
• Purpose: Prevents data truncation issues and supports future enhancements.

6

Action Record Cloning

• Condition: Run if upgrading from version between 7.2 and 7.3.
• Process: Clones Action__c object records into the new SDAction__c object.
• Purpose: Supports migration to updated data schema.

7

Log Record Cloning

• Condition: Run if upgrading from version between 5.2 and 8.2.
• Process: Clones Log__c object records into the new SDLog__c object.
• Purpose: Supports migration to updated data schema.

8

File Metadata Mapping

• Condition: Run if upgrading from version prior to 9.0.
• Process: A batch job assigns:

  • SDoc__c.File_ID__c → ContentDocument.Id
  • SDoc__c.File_Version_ID__c → ContentVersion.Id
• Purpose: Supports transition to Salesforce Content (Files) model.

9

Auto-create conflict removal

• Condition: Run if upgrading from version prior to 11.0.
• Process: Query on SDTemplate__c finds templates with both SDOC__Create_Attachment__c and SDOC__Create_File__c set to TRUE and disables SDOC__Create_Attachment__c
• Purpose: Allow Files to generate via legacy methods.

S-Sign

1

In-flight notifications

• Condition: Always run (if values are not already set).
• Details: Evaluates SSEnvelope_Document__c and SSEnvelope__c, sets Sends_Notifications__c on SSEnvelope__c to TRUE for qualifying records.
• Purpose: Sets new field used in new Batch Notifications Job for existing requests.