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Soapbox Donations QuickStart for Salesforce (Current: 1.8)


Current Release Version of Soapbox Donations QuickStart for Salesforce: 1.8
Package type: Unmanaged

If you currently have a version more than 1 step prior to the current version, you will have to update in a succession of progressive steps.  Start by clicking on the link of your current version below, to update to the next version.  Then continue with the link next to the following version, etc, until you have installed the latest version.

Example, if you are currently at 1.0, and the latest version is 1.4, you would install 1.0->1.1, then 1.1->1.2, then 1.2->1.4.  (Note, there is not a step 1.2->1.3, nor is there a 1.5 -> 1.6.)

Here are the package upgrade links for Soapbox Donations QuickStart for Salesforce:

1.0 -> 1.1:

1.1 -> 1.2: This step requires special instructions, found here: Updating Soapbox Engage QuickStart for Salesforce from Version 1.1 to 1.2

1.2 -> 1.3:

1.3 -> 1.4:

1.4 -> 1.5:

1.5 -> 1.6: This step requires special instructions, found here: Updating Soapbox Donations QuickStart for Salesforce from Version 1.5 to 1.6

1.6  -> 1.7: NOTE: The package name will be shown in Salesforce as "Soapbox Donations QuickStart for Salesforce Upgrade 1.5 to 1.7." This is because v1.6 is a manual update.

1.7 -> 1.8:

Required steps after installation

Once you have progressed to the most recent version, you must address the following mappings.  Note that some of them will already be correctly mapped from your present version of the package.

Map the following custom lead fields to their pair in opportunities and contacts.  Mapping can be found in Setup > Customize > Leads > Fields > Lead Custom Fields & Relationships > Map Lead Fields (button).

  1. Anonymous Donation --> Opportunity.Anonymous Donation
  2. Donation Custom Field Text 1 --> Opportunity.Donation Custom Field Text 1
  3. Donation Custom Field Text 2 --> Opportunity.Donation Custom Field Text 2
  4. Donation Custom Field Text 3 --> Opportunity.Donation Custom Field Text 3
  5. Donation Custom Field Text 4 --> Opportunity.Donation Custom Field Text 4
  6. Donation Lead Convert Record Type -> Opportunity.Donation Lead Convert Record Type
  7. Donation Payment Amount --> Opportunity.Donation Payment Amount
  8. Form of Payment --> Opportunity.Form of Payment
  9. Receipt Sent --> Opportunity.Receipt Sent
  10. Thank You Sent --> Opportunity.Thank You Sent
  11. Transaction Date --> Opportunity.Transaction Date
  12. Transaction Description --> Opportunity.Transaction Description
  13. Transaction Frequency --> Opportunity.Transaction Frequency
  14. Transaction ID --> Opportunity.Transaction ID
  15. Transaction Status --> Opportunity.Transaction Status
  16. Tribute Email --> Opportunity.Tribute Email
  17. Tribute Message --> Opportunity.Tribute Message
  18. Tribute Name --> Opportunity.Tribute Name
  19. Tribute Notification Method --> Opportunity.Tribute Notification Method
  20. Tribute Recipient City --> Opportunity.Tribute Recipient City
  21. Tribute Recipient Country --> Opportunity.Tribute Recipient Country
  22. Tribute Recipient First Name --> Opportunity.Tribute Recipient First Name
  23. Tribute Recipient Last Name --> Opportunity.Tribute Recipient Last Name
  24. Tribute Recipient Postal Code --> Opportunity.Tribute Recipient Postal Code
  25. Tribute Recipient State --> Opportunity.Tribute Recipient State
  26. Tribute Recipient Street --> Opportunity.Tribute Recipient Street
  27. Tribute Type --> Opportunity.Tribute Type

Once you have completed the package installs up to the latest version and updated the Lead mapping, you should be up-to-date!

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