Boost recurring donations this giving season with the new upsell prompt!Learn How >>

1. Pre-installation steps for all Soapbox Engage packages

updated

The following should be done manually before installing the Soapbox Engage Quickstart connecter and any Soapbox Engage App packages.

1. Login to Salesforce

2. Create a new default Lead Record Type if you do not already have one (NOTE: if you already have a default Lead Record Type, skip this step)

  1. Click the gear icon in the top right corner of Salesforce, and then click Setup.
  2. Click the Object Manager tab.
  3. Find the "Lead" object, click into it, then select Record Types from the left-hand side.
  4. Click the New button to create a new Record Type
    1. If you have no lead processes configured, the next screen will provide you a link to click on to create a lead process. Click on that link.
    2. On the Lead Processes page, click the New button
    3. Fill in the form with the following information
      1. Existing Lead Process = --Master--
      2. Lead Process Name = Default
      3. Description = Default lead process
    4. On the next page, click the Save button
    5. Head back to the Object Manager tab, find Lead and click in, then select Record Types again
    6. Click New
  5. For Existing Record Type, leave it selected for “--Master--”.
  6. For Record Type Label, enter “Default”.
  7. For Record Type Name, enter “Default_Lead”.
  8. For Lead Process, choose “Default” or whatever the name of your default lead process might be.
  9. For Description, enter “Default Lead record type”.
  10. For Active, check the checkbox.
  11. At the bottom of the screen, choose which profiles should have access to this Default record type.  Most times, you can likely check all of the Enable for Profile boxes, but if you need to limit it, at least enable it for the System Administrator.  Additionally, if you’d like to continue to make this the default record type chosen for the Campaign object when using Salesforce, check the appropriate Make Default boxes.
  12. Click the Next button.
  13. Select the “Apply one layout to all profiles” option, and in the dropdown to the right of it, choose the “Lead Layout”. This will make this make the new Default record type’s default layout the original Lead Layout. You can also customize this as you wish.

3. Create a new default Campaign record type if you do not already have one (NOTE: if you already have a default Campaign record type, skip this step)

  1. Still in Setup, click the Object Manager tab.
  2. Click into Campaign, then click Record Types on the left-hand side. Click the New button.
  3. For Existing Record Type, leave it set to “--Master--”.
  4. For Record Type Label, enter “Default”.
  5. For Record Type Name, enter “Default_Campaign”.
  6. For Description, enter “Default Campaign record type.”
  7. For Active, check the checkbox.
  8. At the bottom of the screen, choose which profiles should have access to this Default record type. Most times, you can likely check all of the Enable for Profile boxes, but if you need to limit it, at least enable it for the System Administrator. Additionally, if you’d like to continue to make this the default record type chosen for the Campaign object when using Salesforce, check the appropriate Make Default boxes.
  9. Click the Next button.
  10. Select the “Apply one layout to all profiles” option, and in the dropdown to the right of it, choose the “Campaign 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.
  11. Click the Save button.

4. Create a new default Campaign Member record type if you do not already have one (NOTE: if you already have a default Campaign Member record type, skip this step)

  1. Still in Setup, click the Object Manager tab.
  2. Click into Campaign Member, then click Record Types on the left-hand side. Click the New button.
  3. For Record Type Label, enter “Default”.
  4. For Record Type Name, enter “Default_CampaignMember”.
  5. For Description, enter “Default Campaign Member record type.”
  6. For Active, check the checkbox.
  7. At the bottom of the screen, choose which profiles should have access to this Default record type. Most times, you can likely check all of the Enable for Profile boxes, but if you need to limit it, at least enable it for the System Administrator. Additionally, if you’d like to continue to make this the default record type chosen for the Campaign Member object when using Salesforce, check the appropriate Make Default boxes.
  8. Click the Next button.
  9. Select the “Apply one layout to all profiles” option, and in the dropdown to the right of it, choose the “Campaign Member 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.
  10. Click the Save button.

5. Create a new default Opportunity record type if you do not already have one (NOTE: if you already have a default Opportunity record type, skip this step)

  1. Still in Setup, click the Object Manager tab.
  2. Click into Opportunity, then click Record Types on the left-hand side. Click the New button.

    1. If you have no sales processes configured, the next screen will provide you a link to click on to create a sales process. Click on that link.

    2. On the Sales Processes page, click the New button

    3. Fill in the form with the following information

      1. Existing Lead Process = --Master--

      2. Lead Process Name = Default

      3. Description = Default sales process

    4. On the next page, click the Save button

    5. Click the Object Manager tab.

    6. Click into Opportunity, then click Record Types on the left-hand side. Click the New button.

    7. For Existing Record Type, leave it selected for “--Master--”

    8. For Record Type Label, enter “Default”.

    9. For Record Type Name, enter “Default_Opportunity”.

    10. For Lead Process, choose “Default” or whatever the name of your default lead process might be.

    11. For Description, enter “Default Opportunity record type.”

    12. For Active, check the checkbox.

    13. At the bottom of the screen, choose which profiles should have access to this Default record type. Most times, you can likely check all of the Enable for Profile boxes, but if you need to limit it, at least enable it for the System Administrator. Additionally, if you’d like to continue to make this the default record type chosen for the Campaign object when using Salesforce, check the appropriate Make Default boxes.

    14. Click the Next button.

    15. Select the “Apply one layout to all profiles” option, and in the dropdown to the right of it, choose the “Opportunity Layout”. This will make this make the new Default record type’s default layout the original Opportunity Layout. You can also customize this as you wish.

    16. Click the Save button.

6. Update the Nonprofit Success Pack “Donation” Opportunity record type if you are using the NPSP (NOTE: if you are not using the NPSP, skip this step)

  1. Still in the Object Manager, still in the Opportunity object, click Record Types on the left-hand side.
  2. Click the "Edit" link next to the "Donation" record type
  3. Change the Record Type Label from "Donation" to "Donations"
  4. Click the Save button (NOTE: You may need to click the Save button twice, in case a popup warning appears)

7. Install Soapbox Engage packages

 

Have more questions? Submit a request
Article is closed for comments.