Installing the Fund Allocations Smartpack
Fund Allocations is compatible with the Nonprofit Success Pack version 3. If you are using an earlier version of the NPSP and are interested in Fund Allocations functionality, please contact us for further information.
We recommend that you try out our package in a sandbox before implementing it for your organization, especially if you have already been using Salesforce for a while.
Download the App from the Salesforce AppExchange
Review the Fund Allocations for Nonprofits listing on the AppExchange and click the Get It Now button to begin the download process.
Login using your Salesforce username and password (use your sandbox username and password when installing in a sandbox), and confirm installation. We recommend that you choose the Install for All Users option.
You may see a message letting you know that the installation is taking some time and that you will be notified when the app is finished installing. Look for an email from email@example.com with the subject line 'Package Fund Allocations Install Successful' in that case.
Begin Post-Install instructions
Review the post-install or post-upgrade instructions for help on editing page layouts and setting up the app for further use.