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Updating Soapbox Engage QuickStart for Salesforce from Version 1.5 to 1.6

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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 1.5 to 1.6, there are some manual steps that you have to take.

There are two components that must be added:

  • Lead Record Type: Soapbox Recurring Donation Payment
  • Opportunity Record Type: Soapbox Recurring Donation Payment
Adding these records types will allow our Soapbox Donations for Salesforce managed package to onboard notifications of subsequent recurring payments for recurring donations as Leads, and convert them automatically to Opportunities.

To add the Lead record type:

  1. Login to your Salesforce instance
  2. Go to Setup
  3. Go to App Setup > Customize > Leads > Record Types
  4. Confirm that "Soapbox Recurring Donation Payment" is not listed as a current Lead Record Type. If it is, stop here!
  5. Click New
  6. For Record Type Label, enter “Soapbox Recurring Donation Payment”
  7. For Record Type Name, enter “sbx_Recurring_Donation_Payment_Lead”
  8. For Lead Process, select Soapbox Donations
  9. For Description, enter “Soapbox Donations recurring donation payment Lead record type”
  10. For Active, check the checkbox
  11. At the bottom of the screen, choose which profiles should have access to creating records with this Soapbox Donation record type.  Since you’re likely never going to create Soapbox Donation records from the user interface, you can likely enable this record type for only the System Administrator.
    Click the Next button
  12. Select the “Apply one layout to all profiles” option, and in the dropdown to the right of it, choose the “Soapbox Donation Lead Layout”.  This will make this make the new Default record type’s default layout the original Campaign Layout.  You can also customize this as you wish.
  13. Click Save

To add the Opportunity record type:

  1. Login to your Salesforce instance
  2. Go to Setup
  3. Go to App Setup > Customize > Opportunities > Record Types
  4. Click New
  5. For Record Type Label, enter “Soapbox Recurring Donation Payment”
  6. For Record Type Name, enter “sbx_Recurring_Donation_Payment_Opportunity”
  7. For Sales Process, select Soapbox Donations
  8. For Description, enter “Soapbox Donations recurring donation payment Opportunity record type”
  9. For Active, check the checkbox
  10. At the bottom of the screen, choose which profiles should have access to creating records with this Soapbox Donation record type.  Since you’re likely never going to create Soapbox Donation records from the user interface, you can likely enable this record type for only the System Administrator.
    Click the Next button
  11. Select the “Apply one layout to all profiles” option, and in the dropdown to the right of it, choose the “Soapbox Donation Lead Layout”.  This will make this make the new Default record type’s default layout the original Campaign Layout.  You can also customize this as you wish.
  12. Click Save

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 Donation Payment 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 Donation Payment Record Types for the Lead and Opportunity objects.

<< Return to Soapbox Donations QuickStart for Salesforce update guide

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