-
Notifications
You must be signed in to change notification settings - Fork 2
Commit
This commit does not belong to any branch on this repository, and may belong to a fork outside of the repository.
- Loading branch information
Showing
1 changed file
with
26 additions
and
1 deletion.
There are no files selected for viewing
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
|
@@ -5,5 +5,30 @@ nav_order: 3 | |
--- | ||
# 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. |