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Outbound Funds Module Managed Package
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            Install Outbound Funds Module

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            3. Outbound Funds Module Managed Package

            Install Outbound Funds Module

            When you install Outbound Funds Module, you get a managed package that contains essential metadata and custom code. It's important to note that you can't modify the components, such as objects and fields. They're locked with limited edit access so that the managed package can be upgraded later.

            For details about managed and unmanaged packages, see Understanding Packages.

            Before You Install Outbound Funds Module

            Review the prerequisites for installing Outbound Funds Module.

            Before you install Outbound Funds Module, make sure you have:

            Note
            Note  If you want to create a fundseeker portal using Experience Cloud, you will also need Sales Cloud, Service Cloud, or a Restricted Use License for Service Cloud and Customer Community Plus Login licenses. Reach out to your Salesforce account executive to learn more.

            Decide Which Installer to Use

            Understand the differences between the available Outbound Funds Module installers.

            Outbound Funds Module has two different installers:

            • The Outbound Funds Module installer, which installs Outbound Funds Module. If you don’t need a fundseeker portal, this is the only installer you need.

            • The Outbound Funds Module Fundseeker Starter Portal Template installer, which is an optional and separate package designed to help you create a fundseeker portal, which is an Experience Cloud site. Make sure Outbound Funds Module is installed before using the Outbound Funds Module Fundseeker Starter Portal Template installer. This installer has two installation paths.

              • Use the Outbound Funds Module Fundseeker Starter Portal Template installer to create your own fundseeker portal from scratch. The installer includes:

                • A fundseeker profile (Fundseeker Plus Login) with preconfigured object and field permissions that gives the fundseekers access to apply for funding.

                • A new Fundseeker Starter Portal Template to create a fundseeker portal from scratch.

                • Several flows that automate steps in the application process for a fundseeker.

              • Use the Outbound Funds Module Fundseeker Starter Portal and Build Site installer if you want a fundseeker portal created for you. This installer includes everything from the Outbound Funds Module Fundseeker Starter Portal Template installer as well as:.

                • A pre-populated fundseeker portal called Fundseeker Portal.

                • A sharing set called FundseekerSharing that gives fundseekers access to view Funding Requests and Requirements

            Install Outbound Funds Module

            After you confirm that you have completed the prerequisites, you’re ready to install Outbound Funds Module.

            Salesforce recommends installing and testing in a Sandbox environment or a Developer org before installing into a Production org. For more information, see Create a Sandbox in Salesforce Help.

            Install Outbound Funds Module

            1. Log out of all other Salesforce orgs. We recommend using an incognito window to ensure you install in the correct org.

            2. Go to the Outbound Funds Module installer page.

            3. Click Log In and select either Production or Developer Org or Sandbox Org.

            4. Click Install Outbound Funds Module - View Details.

              Note
              Note Outbound Funds Module - NPSP Extension installs if you use NPSP.

            5. Click Allow.

            6. Click Install. You'll see a confirmation when the installation is complete.

            7. To access the installed org, click View Org.

            Install Outbound Funds Module Fundseeker Starter Portal Template

            Note
            Note Before using the Outbound Funds Module Fundseeker Starter Portal Template installer, make sure you have Outbound Funds Module installed first. To see if you have Outbound Funds Module installed, click Setup and enter Packages in the Quick Find Box, then click Installed Packages. Under Package Name, confirm you have the Outbound Funds (Core) package.

            1. Log out of all other Salesforce orgs. We recommend using an incognito window to ensure you install in the correct org.

            2. Go to the Outbound Funds Module Fundseeker Starter Portal Template installer page.

            3. Click Log In and select either Production or Developer Org or Sandbox Org.

            4. Click Install Outbound Funds Module Fundseeker Starter Portal Template - View Details to install the Fundseeker Starter Portal site template. Click Install Outbound Funds Module Fundseeker Starter Portal Template and Build Site - View Details if you want a fundseeker portal created for you.

            5. Click Allow.

            6. Click Install. You'll see a confirmation when the installation is complete.

            7. To access the installed org, click View Org.

             
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