Upgrade Outbound Funds Module

Funding Program

Delete the master-detail fields from the Funding Program object that reference Funding Requests. Additionally, delete any custom roll-up fields from the Funding Request to the Funding Program.

1. From , click Object Manager.

2. Click Funding Program.

3. Click Fields & Relationships.

4. Delete the following fields by clicking then selecting Delete.

   1. outfunds__Available_Amount__c formula

   2. outfunds__Requested_Total__c

   3. outfunds__Pending_Disbursement_Total__c

   4. outfunds__Disbursed_Total__c

   5. outfunds__Awarded_Total__c

      

5. Click your profile image, then select Switch to Salesforce Classic.

6. Click Setup.

7. Search for then select Funding Program.

8. Click Deleted Fields.

9. Click Erase.

10. Select Yes, I want to permanently delete the custom field.

11. Click Delete.

12. Repeat this for all fields deleted in step 4.

13. Click Switch to Lightning Experience.

Funding Program Lightning Page

If you have created a Lightning Page to display Funding Requests as a related list on the Funding Program, remove it from your Funding Program Lightning Record Page layout. This is only required if you created a custom Funding Program Lightning Record Page.

1. From , click Object Manager.

2. Click Funding Program.

3. Click Lightning Record Pages.

4. Click your custom Lightning Record Page.

5. Click Edit.

6. Remove the Funding Request related list and any other Lightning components that reference Funding Requests.

7. Click Save.

Workflows

Delete or deactivate any automation, such as processes or flows, that link Funding Program and Funding Request. See Delete a Process Version or Activate or Deactivate a Flow in Salesforce Help for more information.

Reports

Delete existing Reports that reference the Funding Request object, including custom-made reports.

1. From , find and select Reports.

2. Click All Reports.

3. Remove these reports by clicking (down arrow), then selecting Delete:

   1. Funding Program Analytics

   2. Awarded Requests by Year by Program

   3. Awarded Requests Sorted by Program Codes

4. Delete any custom reports that reference the Funding Request.

Note If you need help finding custom reports, see Find the Report Type used by a Report in Salesforce Help.

Funding Request

Delete the Funding Program field from the Funding Request.

1. Click your profile image, then select Switch to Salesforce Classic. 

2. Click Setup.

3. In the Quick Find Box, search for then select Funding Request.

4. Under Custom Fields & Relationships, click Del next to Funding Program (Funding_Program__c).

5. Select Yes, I want to delete the relationship.

6. Click Delete.

Update Funding Request

Update the FundingProgram__c field on the Funding Request object with the original value before upgrading from the Funding_Program__c field on the Funding Request. This should be part of your exported data.

Add Funding Request as a Related List

Add Funding Requests as a Related List on Funding Programs.

1. From , click Object Manager.

2. Click Funding Program.

3. Click Page Layouts.

4. Click Funding Program Layout.

5. Drag and drop Funding Requests into Related Lists.

6. Click Save.

7. Click Yes to overwrite a user’s related list customizations.

Update the Funding Program Page Layout

Add the Funding Program and Owner fields to the Funding Program Page Layout.

1. From , click Object Manager.

2. Click Funding Program.

3. Click Page Layouts.

4. Click Funding Program Layout.

5. Drag and drop Funding Program then Owner into the Information section of the Funding Program Detail.

6. Click Save.