Soapbox Donations QuickStart for Salesforce (Current: 1.9)

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:  https://login.salesforce.com/packaging/installPackage.apexp?p0=04td0000000AucY

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: https://login.salesforce.com/packaging/installPackage.apexp?p0=04td0000000Aucn

1.3 -> 1.4: https://login.salesforce.com/packaging/installPackage.apexp?p0=04td0000000Aud2

1.4 -> 1.5: https://login.salesforce.com/packaging/installPackage.apexp?p0=04td0000000AueA

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: https://login.salesforce.com/packaging/installPackage.apexp?p0=04td0000001YxAp. 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: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t0V0000019ont

1.8 -> 1.9: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t3w0000015dAW

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!