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kdveverka authored Dec 9, 2024
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# Templates & Packages

For issues with items on this page, please email <[email protected]>

## Templates
* Party Role Relationships import template
[Party Role Relationships import template](https://docs.google.com/spreadsheets/d/1wIwShGKk2uE3T8Eyn7rHp9KcO0NvK2-Kb5bdeZvhG0Q/edit?usp=sharing)


## Packages
* Relationships Unmanaged Package - [Production](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tHp000001n72t) | [Sandbox](https://test.salesforce.com/packaging/installPackage.apexp?p0=04tHp000001n72t)

This package includes Flows to streamline the creation of Relationship records (CCR, ACR, AAR) including their inverse relationships, as well as a Flow to automatically convert created Contacts to Person Accounts. It also includes Custom Report Types and sample Reports for the various relationship types used in Nonprofit and Education Cloud.

**Pre-installation Requirements**
* Enable Person Accounts
* Enable Contacts to Multiple Accounts
* Enable Group Membership
* Search for 'Group Membership Settings' in Setup, NOT the one under Financial Services, the one under Group Membership
* Assign Permission Set
* Group Membership

*Much of this is covered under the [Set up Nonprofit Cloud](https://help.salesforce.com/s/articleView?id=sfdo.npc_set_up_nonprofit_cloud.htm&type=5) documentation steps.*


**Post-installation**
* Make sure to check that your Person Account and Business Account record type developer names match, otherwise you may need to update the 'Convert Contact to Person Account' flow:
* PersonAccount
* Business_Account
* If you would like to share the sample reports with non-admin users, navigate to the Report Folder ‘Relationships’ to share with additional users.

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