From 970802eaadce614d27a1dcdc2565ab12f169009e Mon Sep 17 00:00:00 2001 From: Stevie Ella Date: Wed, 15 Dec 2021 12:46:44 -0600 Subject: [PATCH] Published content from ref tags/release/1.19 Tag release/1.19 --- .github/CODEOWNERS | 8 - .gitignore | 65 -------- CODE_OF_CONDUCT.md | 105 ------------- LICENSE.header.txt | 4 - LICENSE.txt | 14 -- README.md | 143 ------------------ SECURITY.md | 7 - cumulusci.yml | 361 --------------------------------------------- 8 files changed, 707 deletions(-) delete mode 100644 .github/CODEOWNERS delete mode 100644 .gitignore delete mode 100644 CODE_OF_CONDUCT.md delete mode 100644 LICENSE.header.txt delete mode 100644 LICENSE.txt delete mode 100644 README.md delete mode 100644 SECURITY.md delete mode 100644 cumulusci.yml diff --git a/.github/CODEOWNERS b/.github/CODEOWNERS deleted file mode 100644 index 383b780..0000000 --- a/.github/CODEOWNERS +++ /dev/null @@ -1,8 +0,0 @@ -#ECCN: Open Source -#GUSINFO: Program Management Orion, SFDO Grants Management -# -# Copyright (c) 2021, salesforce.com, inc. -# All rights reserved. -# SPDX-License-Identifier: BSD-3-Clause -# For full license text, see the LICENSE file in the repo root or https://opensource.org/licenses/BSD-3-Clause -# diff --git a/.gitignore b/.gitignore deleted file mode 100644 index d2f5e8e..0000000 --- a/.gitignore +++ /dev/null @@ -1,65 +0,0 @@ -# TESTING 123 - -# Copyright (c) 2021, salesforce.com, inc. -# All rights reserved. -# SPDX-License-Identifier: BSD-3-Clause -# For full license text, see the LICENSE file in the repo root or https://opensource.org/licenses/BSD-3-Clause - -# Salesforce cache -.sfdx/ - -# LWC VSCode autocomplete -**/lwc/jsconfig.json - -# LWC Jest coverage reports -coverage/ - -# Logs -logs -*.log -npm-debug.log* -yarn-debug.log* -yarn-error.log* -test_results.json -test_results.xml - -# Node cache -node_modules/ -.node_hash - -# Eslint cache -.eslintcache - -# MacOS system files -.DS_Store - -# Windows system files -Thumbs.db -ehthumbs.db -[Dd]esktop.ini -$RECYCLE.BIN/ - -# CCI -.cci -/src.orig -/src - -# Python -*.pyc -__pycache__ -venv -.python_hash -.coverage -htmlcov - -# Robot Framework results -robot/**/results/ - -# Editors -*.sublime-project -*.sublime-workspace -.vscode -.vscode.bak -.idea -.project -.settings diff --git a/CODE_OF_CONDUCT.md b/CODE_OF_CONDUCT.md deleted file mode 100644 index b4612a7..0000000 --- a/CODE_OF_CONDUCT.md +++ /dev/null @@ -1,105 +0,0 @@ -# Salesforce Open Source Community Code of Conduct - -## About the Code of Conduct - -Equality is a core value at Salesforce. We believe a diverse and inclusive -community fosters innovation and creativity, and are committed to building a -culture where everyone feels included. - -Salesforce open-source projects are committed to providing a friendly, safe, and -welcoming environment for all, regardless of gender identity and expression, -sexual orientation, disability, physical appearance, body size, ethnicity, nationality, -race, age, religion, level of experience, education, socioeconomic status, or -other similar personal characteristics. - -The goal of this code of conduct is to specify a baseline standard of behavior so -that people with different social values and communication styles can work -together effectively, productively, and respectfully in our open source community. -It also establishes a mechanism for reporting issues and resolving conflicts. - -All questions and reports of abusive, harassing, or otherwise unacceptable behavior -in a Salesforce open-source project may be reported by contacting the Salesforce -Open Source Conduct Committee at ossconduct@salesforce.com. - -## Our Pledge - -In the interest of fostering an open and welcoming environment, we as -contributors and maintainers pledge to making participation in our project and -our community a harassment-free experience for everyone, regardless of gender -identity and expression, sexual orientation, disability, physical appearance, -body size, ethnicity, nationality, race, age, religion, level of experience, education, -socioeconomic status, or other similar personal characteristics. - -## Our Standards - -Examples of behavior that contributes to creating a positive environment -include: - -* Using welcoming and inclusive language -* Being respectful of differing viewpoints and experiences -* Gracefully accepting constructive criticism -* Focusing on what is best for the community -* Showing empathy toward other community members - -Examples of unacceptable behavior by participants include: - -* The use of sexualized language or imagery and unwelcome sexual attention or -advances -* Personal attacks, insulting/derogatory comments, or trolling -* Public or private harassment -* Publishing, or threatening to publish, others' private information—such as -a physical or electronic address—without explicit permission -* Other conduct which could reasonably be considered inappropriate in a -professional setting -* Advocating for or encouraging any of the above behaviors - -## Our Responsibilities - -Project maintainers are responsible for clarifying the standards of acceptable -behavior and are expected to take appropriate and fair corrective action in -response to any instances of unacceptable behavior. - -Project maintainers have the right and responsibility to remove, edit, or -reject comments, commits, code, wiki edits, issues, and other contributions -that are not aligned with this Code of Conduct, or to ban temporarily or -permanently any contributor for other behaviors that they deem inappropriate, -threatening, offensive, or harmful. - -## Scope - -This Code of Conduct applies both within project spaces and in public spaces -when an individual is representing the project or its community. Examples of -representing a project or community include using an official project email -address, posting via an official social media account, or acting as an appointed -representative at an online or offline event. Representation of a project may be -further defined and clarified by project maintainers. - -## Enforcement - -Instances of abusive, harassing, or otherwise unacceptable behavior may be -reported by contacting the Salesforce Open Source Conduct Committee -at ossconduct@salesforce.com. All complaints will be reviewed and investigated -and will result in a response that is deemed necessary and appropriate to the -circumstances. The committee is obligated to maintain confidentiality with -regard to the reporter of an incident. Further details of specific enforcement -policies may be posted separately. - -Project maintainers who do not follow or enforce the Code of Conduct in good -faith may face temporary or permanent repercussions as determined by other -members of the project's leadership and the Salesforce Open Source Conduct -Committee. - -## Attribution - -This Code of Conduct is adapted from the [Contributor Covenant][contributor-covenant-home], -version 1.4, available at https://www.contributor-covenant.org/version/1/4/code-of-conduct.html. -It includes adaptions and additions from [Go Community Code of Conduct][golang-coc], -[CNCF Code of Conduct][cncf-coc], and [Microsoft Open Source Code of Conduct][microsoft-coc]. - -This Code of Conduct is licensed under the [Creative Commons Attribution 3.0 License][cc-by-3-us]. - -[contributor-covenant-home]: https://www.contributor-covenant.org (https://www.contributor-covenant.org/) -[golang-coc]: https://golang.org/conduct -[cncf-coc]: https://github.com/cncf/foundation/blob/master/code-of-conduct.md -[microsoft-coc]: https://opensource.microsoft.com/codeofconduct/ -[cc-by-3-us]: https://creativecommons.org/licenses/by/3.0/us/ \ No newline at end of file diff --git a/LICENSE.header.txt b/LICENSE.header.txt deleted file mode 100644 index cdbc713..0000000 --- a/LICENSE.header.txt +++ /dev/null @@ -1,4 +0,0 @@ -Copyright (c) 2021, salesforce.com, inc. -All rights reserved. -SPDX-License-Identifier: BSD-3-Clause -For full license text, see the LICENSE file in the repo root or https://opensource.org/licenses/BSD-3-Clause \ No newline at end of file diff --git a/LICENSE.txt b/LICENSE.txt deleted file mode 100644 index dabdf23..0000000 --- a/LICENSE.txt +++ /dev/null @@ -1,14 +0,0 @@ -BSD 3-Clause License - -Copyright (c) 2021, Salesforce.com, Inc. -All rights reserved. - -Redistribution and use in source and binary forms, with or without modification, are permitted provided that the following conditions are met: - -1. Redistributions of source code must retain the above copyright notice, this list of conditions and the following disclaimer. - -2. Redistributions in binary form must reproduce the above copyright notice, this list of conditions and the following disclaimer in the documentation and/or other materials provided with the distribution. - -3. Neither the name of Salesforce.com nor the names of its contributors may be used to endorse or promote products derived from this software without specific prior written permission. - -THIS SOFTWARE IS PROVIDED BY THE COPYRIGHT HOLDERS AND CONTRIBUTORS "AS IS" AND ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE DISCLAIMED. IN NO EVENT SHALL THE COPYRIGHT HOLDER OR CONTRIBUTORS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION) HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGE. \ No newline at end of file diff --git a/README.md b/README.md deleted file mode 100644 index c84513c..0000000 --- a/README.md +++ /dev/null @@ -1,143 +0,0 @@ -# Grants Management Installers - -Welcome to the Grants Management installers! - -Grants Management streamlines the grantmaking process and helps grantmakers cultivate and manage relationships with their grantees. Leveraging Salesforce Communities, Grants Management makes grantmaking a breeze through an intuitive, easy-to-use interface and backend automation. - -_IMPORTANT_: Salesforce does not recommend installing upgrades directly in production organizations. Instead, install Grants Management in one of your free sandbox environments or a developer organization first. - -Once you've installed Grants Management, check out these resources: - -- [Grants Management Documentation](https://powerofus.force.com/s/article/GM-Documentation) -- [Salesforce Partner Community - Grants Management Experts Group](https://partners.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F94V000000LpYeSAK) - -Please visit the [Grants Management customer group](https://trailhead.salesforce.com/trailblazer-community/groups/0F94S000000GvrgSAC) on the Trailblazer Community for any questions about Grants Management. - -## Prerequisites for all installers - -- Grants Management Permission Set Licenses (PSLs) and Customer Community Plus Login licenses must be provisioned in your Salesforce org. For help, work with your sales representative. -- [Install CumulusCI](https://cumulusci.readthedocs.io/en/latest/get_started.html) and [connect your org to CumulusCI](https://cumulusci.readthedocs.io/en/latest/connected_orgs.html). - - See the [CumulusCI Setup](https://trailhead.salesforce.com/en/content/learn/modules/cumulusci-setup) Trailhead module for step by step instructions how to [Review Base Requirements and Install Visual Studio Code](https://trailhead.salesforce.com/en/content/learn/modules/cumulusci-setup/review-base-requirements-install-visual-studio-code), [Install CumulusCI](https://trailhead.salesforce.com/en/content/learn/modules/cumulusci-setup/install-cumulusci), and [Connect to CumulusCI](https://trailhead.salesforce.com/en/content/learn/modules/cumulusci-setup/set-up-github-and-connect-to-cumulusci). -- [Set Up My Domain](https://help.salesforce.com/s/articleView?id=sf.domain_name_setup.htm&type=5) in your Salesforce org. -- [Enable Digital Experiences](https://help.salesforce.com/s/articleView?id=sf.workotcom_quemgmtenable_communities.htm&type=5) in your Salesforce org. -- [Enable chatter](https://help.salesforce.com/s/articleView?id=sf.collab_enable.htm&type=5) for your Salesforce org. - -> **NOTE**: Make sure to complete all [Prerequisites for all installers](#Prerequisites-for-all-installers) before attempting any installation. - -# Installation errors - -To get help with any installation error, immediately execute the `cci error info` command in the terminal and go to [help.salesforce.com](https://help.salesforce.com/), find the Support & Services area and log a technical support ticket with Salesforce. Include “Grants Management” in the subject line and include the output of `cci error info` in your comment. - -# Installers - -- [Install Grants Management and Build Community](#Install-Grants-Management-and-Build-Community) -- [Install Grants Management](#Install-Grants-Management) -- [Install Grants Management Flows](#Install-Grants-Management-Flows) - - [Deploy Grants Management: Multi-Section Application Form (Sample) and subflow](#Deploy-Grants-Management-Multi-Section-Application-Form-Sample-and-subflow) - - [Deploy Enhanced Application (Sample) Flow](#Deploy-Enhanced-Application-Sample-Flow) - - [Deploy Create Application Flow](#Deploy-Create-Application-Flow) - - [Deploy Submit Application Flow](#Deploy-Submit-Application-Flow) - - [Deploy Grants Management: Validate EIN (Sample) Flow](#Deploy-Grants-Management-Validate-EIN-Sample-Flow) - -## Install Grants Management and Build Community - -This installs Grants Management into your org. The installer creates a Community with the Grantee Portal template and applies our recommended configurations. - -| Steps | Type | | -| ----------------------------------------------------------------------- | -------- | -------- | -| Install SFDO Base 1.0 | Package | Required | -| Install Outbound Funds (Core) | Package | Required | -| Deploy Visual Assets | Metadata | Required | -| Install Grants Management | Package | Required | -| Deploy Grants Management: Enhanced Application (Sample) Flow | Metadata | Required | -| Deploy Create Application Flow | Metadata | Required | -| Deploy Grants Management: Multi-Section Application Form (Sample) Flows | Metadata | Required | -| Deploy Profiles | Metadata | Required | -| Deploy Submit Application Flow | Metadata | Required | -| Deploy Grants Management: Validate EIN (Sample) Flow | Metadata | Required | -| Install Outbound Funds NPSP Extension | Package | Optional | -| Create the Funding Program Portal | Other | Required | -| Publish the Funding Program Portal | Other | Required | -| Install Funding Program Portal Navigation Menu | Metadata | Required | -| Add Grantseeker Profile to Funding Program Portal | Other | Required | -| Grant Visibility to Community Users | Metadata | Required | -| Add Funding Program Portal Branding | Metadata | Required | -| Update Funding Program Portal Profile (Guest User) profile | Metadata | Required | - -To install, open a terminal at this repository and execute the following command: - -``` -cci flow run customer_org_full --org -``` - -## Install Grants Management - -This will install Grants Management into your org. - -| Steps | Type | | -| ----------------------------------------------------------------------- | -------- | -------- | -| Install SFDO Base 1.0 | Package | Required | -| Install Outbound Funds (Core) | Package | Required | -| Deploy Visual Assets | Metadata | Required | -| Install Grants Management | Package | Required | -| Deploy Grants Management: Enhanced Application (Sample) Flow | Metadata | Required | -| Deploy Create Application Flow | Metadata | Required | -| Deploy Grants Management: Multi-Section Application Form (Sample) Flows | Metadata | Required | -| Deploy Profiles | Metadata | Required | -| Deploy Submit Application Flow | Metadata | Required | -| Deploy Grants Management: Validate EIN (Sample) Flow | Metadata | Required | -| Install Outbound Funds NPSP Extension | Package | Optional | - -To install, open a terminal at this repository and execute the following command: - -``` -cci flow run customer_org --org -``` - -## Install Grants Management Flows - -Install or overwrite the selected unpackaged Grants Management flows in your org. After installation, you can access and activate earlier versions of previously-installed flows as needed. Be sure to create a backup of any changes before proceeding. - -> **Additional Prerequisites** -> -> - Grants Management version 1.17 is the minimum version required to (re)install any unpackaged Grants Management flows. - -### Deploy Grants Management: Multi-Section Application Form (Sample) and subflow - -To install or overwrite the Grants Management: Multi-Section Application Form (Sample) and subflow, open a terminal at this repository and execute the following command: - -``` -cci task run deploy_multi_stage_app_flow --org -``` - -### Deploy Enhanced Application (Sample) Flow - -To install or overwrite the Deploy Enhanced Application (Sample) Flow, open a terminal at this repository and execute the following command: - -``` -cci task run deploy_enhanced_application_flow --org -``` - -### Deploy Create Application Flow - -To install or overwrite the Create Application Flow, open a terminal at this repository and execute the following command: - -``` -cci task run deploy_funding_program_application_flow --org -``` - -### Deploy Submit Application Flow - -To install or overwrite the Submit Application Flow, open a terminal at this repository and execute the following command: - -``` -cci task run deploy_submit_application_flow --org -``` - -### Deploy Grants Management: Validate EIN (Sample) Flow - -To install or overwrite the Grants Management: Validate EIN (Sample) Flow, open a terminal at this repository and execute the following command: - -``` -cci task run deploy_validate_ein_flow --org -``` diff --git a/SECURITY.md b/SECURITY.md deleted file mode 100644 index e31774d..0000000 --- a/SECURITY.md +++ /dev/null @@ -1,7 +0,0 @@ -## Security - -Please report any security issue to [security@salesforce.com](mailto:security@salesforce.com) -as soon as it is discovered. This library limits its runtime dependencies in -order to reduce the total cost of ownership as much as can be, but all consumers -should remain vigilant and have their security stakeholders review all third-party -products (3PP) like this one and their dependencies. \ No newline at end of file diff --git a/cumulusci.yml b/cumulusci.yml deleted file mode 100644 index 5547d03..0000000 --- a/cumulusci.yml +++ /dev/null @@ -1,361 +0,0 @@ -# Copyright (c) 2021, salesforce.com, inc. -# All rights reserved. -# SPDX-License-Identifier: BSD-3-Clause -# For full license text, see the LICENSE file in the repo root or https://opensource.org/licenses/BSD-3-Clause -minimum_cumulusci_version: "3.33.1" -project: - name: SFDO-Grants - package: - name: Grants Management - namespace: sfdo_grants - api_version: "52.0" - git: - repo_url: https://github.com/SalesforceFoundation/Grants-Management - prefix_beta: beta/ - prefix_release: release/ - default_branch: main - dependencies: - - github: https://github.com/SalesforceFoundation/sfdo-base - - github: https://github.com/SalesforceFoundation/OutboundFunds - source_format: sfdx - -tasks: - # Flows - deploy_multi_stage_app_flow: - group: "Grants Management: Flows" - description: Deploys multi_stage_app_flow flows. - class_path: cumulusci.tasks.salesforce.Deploy - options: - path: unpackaged/post/multi_stage_app_flow - - deploy_enhanced_application_flow: - group: "Grants Management: Flows" - description: Deploys enhanced_application flow. - class_path: cumulusci.tasks.salesforce.Deploy - options: - path: unpackaged/post/enhanced_application - - deploy_funding_program_application_flow: - group: "Grants Management: Flows" - description: Deploys funding_program_application_flow flow. - class_path: cumulusci.tasks.salesforce.Deploy - options: - path: unpackaged/post/funding_program_application_flow - - deploy_submit_application_flow: - group: "Grants Management: Flows" - description: Deploys submit_application flow. - class_path: cumulusci.tasks.salesforce.Deploy - options: - path: unpackaged/post/submit_application - - deploy_validate_ein_flow: - group: "Grants Management: Flows" - description: Deploys validate_ein_flow flow. - class_path: cumulusci.tasks.salesforce.Deploy - options: - path: unpackaged/post/validate_ein_flow - - # Experience Site - deploy_network_branding: - group: "Grants Management: Experience Site" - description: Deploys the NetworkBranding files for the Funding Program Portal. Must be deployed after creating the "Funding Program Portal" Community. - class_path: cumulusci.tasks.salesforce.Deploy - options: - path: unpackaged/customer_enablement/network_branding - - deploy_grantseeker_sharing_set: - group: "Grants Management: Experience Site" - description: Deploys the "Grantseeker" Sharing Set for community users. Must be deployed after deploying the "Grantseeker Plus Login" Profile. - class_path: cumulusci.tasks.salesforce.Deploy - options: - path: unpackaged/customer_enablement/grantseeker_sharing_set - - deploy_guest_user_profile: - group: "Grants Management: Experience Site" - description: Deploys the "Funding Program Portal Profile" profile for guest users. Must be deployed after deploying the Funding Program Portal community. - class_path: cumulusci.tasks.salesforce.Deploy - options: - path: unpackaged/customer_enablement/guest_user_profile - - deploy_navigation_menu: - group: "Grants Management: Experience Site" - class_path: cumulusci.tasks.salesforce.Deploy - description: Deploys the "Funding Program Portal Navigation" Navigation Menu for the "Funding Program Portal" Community/Network. Must be deployed after creating the "Funding Program Portal" Community. - options: - path: unpackaged/customer_enablement/navigation_menu - - create_grantseeker_community: - group: "Grants Management: Experience Site" - description: "Creates a community with the 'Grants' template" - class_path: cumulusci.tasks.salesforce.CreateCommunity - options: - template: Grantee Portal - name: Funding Program Portal - url_path_prefix: fundingprograms - timeout: 60000 - - publish_grantseeker_community: - group: "Grants Management: Experience Site" - description: Publishes the "Funding Program Portal" Community in the target org using the Connect API - class_path: cumulusci.tasks.salesforce.PublishCommunity - options: - name: Funding Program Portal - - add_network_members: - group: "Grants Management: Experience Site" - description: "Create a NetworkMemberGroup record for the community user profile" - class_path: cumulusci.tasks.salesforce.network_member_group.CreateNetworkMemberGroups - options: - network_name: Funding Program Portal - profile_names: - - Grantseeker Plus Login - - # Verification checks - create_verificationitem_document_type: - group: "Grants Management: Verification checks" - description: "Creates the 'Verification Item' Document Type for the due diligence process" - class_path: cumulusci.tasks.salesforce.insert_record.InsertRecord - options: - object: DocumentType - values: - DeveloperName: VerificationItem - MasterLabel: Verification Item - Language: en_us - Description: Identifies the Document Checklist Item is for due diligence verification. - isActive: True - - create_taxstatussearch_document_type: - group: "Grants Management: Verification checks" - description: "Creates the 'Tax Status Search' Document Type for the due diligence verification process." - class_path: cumulusci.tasks.salesforce.insert_record.InsertRecord - options: - object: DocumentType - values: - DeveloperName: Tax_Status_Search - MasterLabel: Tax Status Search - Language: en_us - Description: Identifies the Document Checklist Item is for a tax status search Verification Check. - isActive: True - - # Installation pre-flight checks - check_sharing_set_owds: - group: "Grants Management: Preflight Checks" - description: "Checks if the External Organization Wide Defaults (OWDs) for Funding request and Requirement are Private." - class_path: cumulusci.tasks.preflight.sobjects.CheckSObjectOWDs - options: - org_wide_defaults: - - api_name: outfunds__Funding_Request__c - external_sharing_model: Private - - api_name: outfunds__Requirement__c - external_sharing_model: Private - - # Install packages to Admin profile only. - install_managed: - options: - security_type: NONE - - install_managed_beta: - options: - security_type: NONE - -flows: - customer_org: - description: Installs only Grants Management and no configuration. - steps: - 1: - task: update_dependencies - 2: - task: deploy_pre - ui_options: - template_content_assets: - name: Deploy Visual Assets - 4: - task: install_managed - 5: - task: deploy_post - ui_options: - funding_program_application_flow: - name: Deploy Create Application Flow - profiles: - name: Deploy Profiles - submit_application: - name: Deploy Submit Application Flow - enhanced_application: - name: "Deploy Grants Management: Enhanced Application (Sample) Flow" - validate_ein_flow: - name: "Deploy Grants Management: Validate EIN (Sample) Flow" - multi_stage_app_flow: - name: "Deploy Grants Management: Multi-Section Application Form (Sample) Flows" - 6: - task: install_managed - options: - namespace: "outfundsnpspext" - version: "1.2" - ui_options: - name: "Install Outbound Funds NPSP Extension" - is_required: False - checks: - - when: "'npsp' not in tasks.get_installed_packages()" - action: hide - when: "org_config.has_minimum_package_version('npsp', '1.0')" - - customer_enablement: - description: Deploys our recommended unpackaged metadata and recommended configuration. - steps: - 1: - task: create_grantseeker_community - ui_options: - name: "Create the Funding Program Portal" - is_required: True - 2: - task: publish_grantseeker_community - ui_options: - name: "Publish the Funding Program Portal" - is_required: True - 3: - task: deploy_navigation_menu - ui_options: - name: "Install Funding Program Portal Navigation Menu" - is_required: True - 4: - task: add_network_members - ui_options: - name: "Add Grantseeker Profile to Funding Program Portal" - is_required: True - 5: - task: deploy_grantseeker_sharing_set - ui_options: - name: "Grant Visibility to Community Users" - is_required: True - checks: - - when: "not tasks.check_sharing_set_owds()" - action: hide - 6: - task: deploy_network_branding - ui_options: - name: "Add Funding Program Portal Branding" - is_required: True - 7: - task: deploy_guest_user_profile - ui_options: - name: "Update Funding Program Portal Profile (Guest User) profile" - is_required: True - - customer_org_full: - description: Installs Grants Management and deploys are recommended unpackaged metadata and configuration. - steps: - 1: - flow: customer_org - 2: - flow: customer_enablement - -plans: - install: - slug: install - title: Install Grants Management - tier: secondary - is_listed: True - preflight_message: "This will install Grants Management into your org." - post_install_message: "Thanks for installing Grants Management. Please visit the [Grants Management customer group](https://trailhead.salesforce.com/trailblazer-community/groups/0F94S000000GvrgSAC) on the Trailblazer Community for any questions about Grants Management." - error_message: "To get help with this error, go to [help.salesforce.com](https://help.salesforce.com/), find the Support & Services area and log a technical support ticket with Salesforce. Include “Grants Management” in the subject line and include in your comment the installation link shown here." - checks: - - when: "'.my.' not in org_config.instance_url" - action: error - message: "Please enable My Domain in your org prior to installing." - - when: "'PID_Customer_Community_Plus_Login' not in tasks.get_available_licenses()" - action: error - message: "Grants Management requires Customer Community Plus Login licenses. Please coordinate with your Salesforce account executive to be sure you have the correct licenses set up in your org." - - when: "not tasks.check_chatter_enabled()" - action: error - message: "Grants Management requires Chatter. Please enable Chatter in your org and try again." - steps: - 1: - flow: customer_org - - customer_enablement_install: - slug: install-and-build-community - title: Install Grants Management and Build Community - tier: primary - is_listed: True - preflight_message: "This installs Grants Management into your org. The installer creates a Community with the Grantee Portal template and applies our recommended configurations." - post_install_message: "Thanks for installing Grants Management. Please visit the [Grants Management customer group](https://trailhead.salesforce.com/trailblazer-community/groups/0F94S000000GvrgSAC) on the Trailblazer Community for any questions about Grants Management." - error_message: "To get help with this error, go to [help.salesforce.com](https://help.salesforce.com/), find the Support & Services area and log a technical support ticket with Salesforce. Include “Grants Management” in the subject line and include in your comment the installation link shown here." - checks: - - when: "'.my.' not in org_config.instance_url" - action: error - message: "Please enable My Domain in your org prior to installing." - - when: "'PID_Customer_Community_Plus_Login' not in tasks.get_available_licenses()" - action: error - message: "Grants Management requires Customer Community Plus Login licenses. Please coordinate with your Salesforce account executive to be sure you have the correct licenses set up in your org." - - when: "'Network' not in tasks.check_sobjects_available()" - action: error - message: "Please ensure that Salesforce Communities is available in your org prior to installing." - - when: "not tasks.check_chatter_enabled()" - action: error - message: "Grants Management requires Chatter. Please enable Chatter in your org and try again." - steps: - 1: - flow: customer_org_full - - upgrade: - slug: upgrade - title: Product Upgrade - tier: additional - is_listed: False - preflight_message: "This installer upgrades this package and any required dependencies to the latest version in your org. This installer isn't supported and has risks. Please don't run this installer unless you're aware of its specific use cases and considerations." - post_install_message: "Installation complete and package is on the latest version." - steps: - 1: - task: update_dependencies - options: - security_type: PUSH - packages_only: True - 2: - task: install_managed - options: - security_type: PUSH - - unpackaged_flows: - slug: unpackaged-flows - title: Install Grants Management Flows - tier: additional - is_listed: True - preflight_message: "Install or overwrite the selected unpackaged Grants Management flows in your org. After installation, you can access and activate earlier versions of previously-installed flows as needed. Be sure to create a backup of any changes before proceeding." - post_install_message: "Thanks for installing Grants Management flows. Please visit the [Grants Management customer group](https://trailhead.salesforce.com/trailblazer-community/groups/0F94S000000GvrgSAC) on the Trailblazer Community for any questions about Grants Management." - error_message: "To get help with this error, go to [help.salesforce.com](https://help.salesforce.com/), find the Support & Services area and log a technical support ticket with Salesforce. Include “Grants Management” in the subject line and include in your comment the installation link shown here." - checks: - - when: "not org_config.has_minimum_package_version('sfdo_grants', '1.17')" - action: error - message: "Grants Management version 1.17 is the minimum version required to install Grants Management flows. Please install or upgrade Grants Management and try again." - steps: - 1: - task: deploy_multi_stage_app_flow - ui_options: - name: "Deploy Grants Management: Multi-Section Application Form (Sample) and subflow" - is_required: False - is_recommended: False - 2: - task: deploy_enhanced_application_flow - ui_options: - name: "Deploy Enhanced Application (Sample) Flow" - is_required: False - is_recommended: False - 3: - task: deploy_funding_program_application_flow - ui_options: - name: "Deploy Create Application Flow" - is_required: False - is_recommended: False - 4: - task: deploy_submit_application_flow - ui_options: - name: "Deploy Submit Application Flow" - is_required: False - is_recommended: False - 5: - task: deploy_validate_ein_flow - ui_options: - name: "Deploy Grants Management: Validate EIN (Sample) Flow" - is_required: False - is_recommended: False