1. Review the upgrade considerations.
2. Install the Package. Installing an upgrade is just like a clean install. After you install the package, click Reports in your internal Salesforce org to check out your new folders and components. Dashboard and report names are suffixed with version numbers so you can easily identify the new items.
3. Review What’s New? to see if we updated any components that you’ve customized. You can also look for this symbol ✦ in the document to identify new components.
4. In Community Management or the Dashboard workspace, review and update your dashboard and Insights mappings. Click Dashboards | Settings or Engagement | Settings.We recommend that you verify your dashboard mappings are using the latest version of all the dashboards.
5. If applicable, delete any reports, dashboards, or custom report types that were updated or are now unsupported to avoid confusion and ensure your community managers always use the latest and greatest. For more information, see What’s New? and Unsupported Components.