How do I request an update (upgrade) to Intelligent Advisor?

Environment:

Intelligent Advisor, All Versions

Resolution:

Intelligent Advisor updates comply with the following:

• Updates happen automatically
• There is no need to request an update (see below for self-service on test sites)
• There is no ability to opt out of an update, however you may request the update be delayed if a suitable business case exists
• There is no downtime associated with the update of an Intelligent Advisor site

As soon as a quarterly release is generally available, the Service Cloud Configuration Assistant  allows you to create an updated clone of your production Intelligent Advisor site. Updated clones of the production Intelligent Advisor site are provided as a courtesy to allow compatibility testing of unsupported customizations. Any issues found should be fixed directly in the production site prior to the update date. Note that changes made to updated production clones are not automatically merged with the production site.

If you are using any security settings to limit the access for your production Intelligent Advisor site, you should take this into consideration before creating the updated clone and add the relevant domains to the appropriate settings. You can find information on how to configure security settings for Intelligent Advisor sites in our Intelligent Advisor security guide.

For further information on Intelligent Advisor updates refer to: Answer ID 6244: Intelligent Advisor update schedule.

If your Intelligent Advisor site is connected to an Oracle B2C Service production site, when the Oracle B2C Service upgrade site is created, an Intelligent Advisor upgrade site is also created. However, please note that the Intelligent Advisor upgrade site will not be visible in the Configuration Assistant after completion. You will need to submit a service request to connect the two upgrade sites. See Answer ID 11832 for additional details: Connecting an Intelligent Advisor site to an Oracle B2C Service site.