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Install or Upgrade Volunteers for Salesforce
Check your existing implementation to determine whether to install or upgrade Volunteers for Salesforce.
- How to Check if You Have Volunteers for Salesforce
Not sure if you have Volunteers for Salesforce? Learn how to check. - Get Ready Before You Install Volunteers for Salesforce
If you're installing Volunteers for Salesforce yourself into an existing org, do these required steps before installation. If you're upgrading from an earlier version, check that you've met all these prerequisites. - Install the Volunteers for Salesforce Standalone Package
If you're installing Volunteers for Salesforce in an existing Salesforce org, whether for the first time or to upgrade from an earlier version, download and install the Volunteers for Salesforce standalone package. - If You Are New to Salesforce and NPSP
Just getting started with Salesforce? We've got some simple steps to help you get set up.
How to Check if You Have Volunteers for Salesforce
Not sure if you have Volunteers for Salesforce? Learn how to check.
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Click Setup.
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Search "Installed Packages" using the Quick Find.
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Click Installed Packages.
If Volunteers for Salesforce is installed, it will appear in the Installed Packages.
Get Ready Before You Install Volunteers for Salesforce
If you're installing Volunteers for Salesforce yourself into an existing org, do these required steps before installation. If you're upgrading from an earlier version, check that you've met all these prerequisites.
- Enable Required Permissions for the User Installing the Package
The user who installs Volunteers for Salesforce must have certain permissions, which are typically already part of the System Administrator profile. If a non-admin needs these permissions, enable them using either profiles or permission sets. - Compare Usage of Roll-Up Summary Fields to Limits
Check the Campaign and Contact objects to see how many roll-up summary fields are already being used. Volunteers for Salesforce introduces more roll-up summary fields, which can cause your org to exceed per-object limits and prevent installation.
Enable Required Permissions for the User Installing the Package
The user who installs Volunteers for Salesforce must have certain permissions, which are typically already part of the System Administrator profile. If a non-admin needs these permissions, enable them using either profiles or permission sets.
- "Create" permission for the Account object
- "Create" permission for the Contact object
- "Create" permission for the Campaign object (already enabled if "Marketing User" is selected on the user's User Detail page)
- "Download AppExchange Packages" permission
If you're new to managing user permissions, we recommend learning more in the Control Access to Objects unit in Trailhead. This part of the Data Security module shows you how to use profiles and permission sets.
Compare Usage of Roll-Up Summary Fields to Limits
Check the Campaign and Contact objects to see how many roll-up summary fields are already being used. Volunteers for Salesforce introduces more roll-up summary fields, which can cause your org to exceed per-object limits and prevent installation.
Before you install, check your usage and limits, and ask Salesforce Support to increase limits as needed.
| Object | Roll-Up Summary Fields Allowed (by default) | Roll-Up Summary Fields Installed with V4S |
|---|---|---|
| Campaign | 25 | 5 |
| Contact | 25 | 3 |
- In Setup, click the Object Manager tab.
- From the list of objects, select Campaign.
- Click Object Limits.
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Check Usage and Limit numbers for Rollup Summary Fields.
- Check the same numbers for the Contact object.
Install the Volunteers for Salesforce Standalone Package
If you're installing Volunteers for Salesforce in an existing Salesforce org, whether for the first time or to upgrade from an earlier version, download and install the Volunteers for Salesforce standalone package.
1. Navigate to the Volunteers for Salesforce Installer.
2. Click Install Volunteers for Salesforce - View Details.
3. If you're not logged in already, you'll be prompted to log in.
4. Follow installation instructions.
If You Are New to Salesforce and NPSP
Just getting started with Salesforce? We've got some simple steps to help you get set up.
- Visit the Salesforce.org trials page.
- Fill out the form and click Submit.
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Once you have the credentials for your org, log in and Install Volunteers for Salesforce .
