Boost recurring donations this giving season with the new upsell prompt!Normally we are able to provide an easy link to upgrade from one package version to another. However, when updating Soapbox Engage QuickStart for Salesforce from Version 1.1 to 1.2, there are some manual steps that you have to take.
There are two components that must be added:
- Lead Record Type: Soapbox Recurring Donations
- Opportunity Record Type: Soapbox Recurring Donations
You will need to manually install the above listed Soapbox Recurring Donations Record Types for the Lead and Opportunity objects
Why is this necessary? Why can't you just give me an update link as you do with all of the other packages?
The problem is that Record Types require related Business Processes. In this case, the Soapbox Recurring Donations Record Type uses the already existing Business Process “Soapbox Donations”. Since you would already have installed the Business Process “Soapbox Donations”, an update package would error out on installation.
The only solution is for the you to manually install the above listed Soapbox Recurring Donations Record Types for the Lead and Opportunity objects.
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