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Outbound Funds Module Managed Package
Post-Installation Tasks

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Post-Installation Tasks

Once Outbound Funds Module is installed, we recommend taking time to review the new metadata.

  • The five new custom objects—Funding Programs, Funding Requests, Funding Request Roles, Requirements, Disbursements—to ensure they meet the needs of your organization. For example, your organization can add an additional field for notes on the Disbursements object.

  • The picklist values within the new custom objects. You can change the out-of-the-box values that don't quite align with your organization. For example, your organization can configure the Population Served field on the Funding Request object. It's simple to update, add, or remove values. See Add or Edit Picklist Values in Salesforce Help.
  • The page layouts for the new custom objects. Some fields may need to be added or removed based on your organization and its users. See Page Layouts in Salesforce Help.

Post-Installation Tasks for the Fundseeker Portal

If you used one of the Outbound Funds Module Fundseeker Starter Portal Template installers, you will need to update the Funding Request, Funding Program, and Requirement page layouts then assign these updated page layouts to the Fundseeker Plus Login profile.

Update the Funding Request Page Layout

Add the Submit button to the Funding Request page layout so fundseekers can submit their applications to you.

  1. Click Setup icon, then click Setup.

  2. Click Object Manager.

  3. Click Funding Request.

  4. Click Page Layouts.

  5. Click OFM Funding Request Site Layout.

  6. Click Mobile & Lightning Actions.

  7. Drag Submit Application to Salesforce Mobile and Lightning Experience Actions.

  8. Click Save.

Update the Funding Program Page Layout

Add the Apply button to the Funding Program page layout so fundseekers can apply to Funding Programs.

  1. Click Setup icon, then click Setup.

  2. Click Object Manager.

  3. Click Funding Program.

  4. Click Page Layouts.

  5. Click OFM Funding Program Site Layout.

  6. Click Mobile & Lightning Actions.

  7. Drag Apply to Salesforce Mobile and Lightning Experience Actions.

  8. Click Save.

Update the Requirement Page Layout

Add the Submit button to the Requirement page layout so fundseekers can submit information on a Requirement.

  1. Click Setup icon, then click Setup.

  2. Click Object Manager.

  3. Click Requirement.

  4. Click Page Layouts.

  5. Click OFM Requirements Site Layout.

  6. Click Mobile & Lightning Actions.

  7. Drag Submit to Salesforce Mobile and Lightning Experience Actions.

  8. Click Save.

Assign Page Layouts

Assign the updated Funding Request, Funding Program, and Requirement page layouts to the Fundseeker Plus Login profile so they are able to apply to Funding Programs and submit Funding Requests and Requirements.

  1. Click Setup icon, then click Setup.

  2. Enter Profiles in the Quick Find box, then click Profiles.

  3. Click Fundseeker Plus Login.

  4. In the Find Settings... box, enter the name of the object you want and select it from the list. For example, Funding Request.

  5. Click Edit.

  6. For the Page Layout Assignment, select the page layout you added the Mobile and Lightning Action to. For example, OFM Funding Request Site Layout.

  7. Click Save.

  8. Repeat for the Funding Program and Requirement objects.

Post-Installation Tasks for NPSP Extension

If you have NPSP, you'll need to update page layout assignments and Lightning record pages.

Page Assignments

Return to step 2 and and select the General Accounting Unit object, then assign the GAU Outbound Funds Layout page layout.

  1. Click Setup, then click Setup.

  2. Click Object Manager.

  3. In the list of objects, click Disbursement.

  4. Click Page Layouts.

  5. Click Page Layout Assignment.

  6. Click Edit Assignment.

  7. Select which profiles to assign the Disbursement NPSP Layout to.

    Note
    Note Click and drag or click and press Shift to select more than one profile.
  8. Select Disbursement NPSP Layout from Page Layout To Use.
  9. Click Save.

Lightning Record Pages

Repeat this for the General Account Unit (GAU Outbound Funds Record Page) and GAU Expenditure (GAU Expenditure Record Page) objects.

  1. Click Setup, then click Setup.

  2. Click Object Manager.

  3. In the list of objects, click Disbursement.

  4. Click Lightning Record Pages.

  5. Click Disbursement NPSP Record Page.

  6. Click Edit.

  7. Click Activation....

    Disbursement NPSP record page

  8. Click App Default, then click Assign as App Default.

  9. Select Outbound Funds.

  10. Click Next, Next, then Save.

  11. Click Save.

 
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