diff --git a/docs/stakeholder-management/templates_and_packages.md b/docs/stakeholder-management/templates_and_packages.md index e3a316a..19d77c6 100644 --- a/docs/stakeholder-management/templates_and_packages.md +++ b/docs/stakeholder-management/templates_and_packages.md @@ -5,5 +5,30 @@ nav_order: 3 --- # Templates & Packages +For issues with items on this page, please email + ## 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.