Install or Upgrade foundationConnect

Enable My Domain.

1. From Setup, search for then select My Domain.

2. Enter a unique domain name.

3. Click Check Availability.

4. Click Register Domain.

5. You will receive an email when the domain has been successfully registered, which may take several minutes.

6. Navigate back to My Domain or refresh the page.

7. Click Deploy to End Users.

Enable Chatter.

1. From Setup, search for then select Chatter Settings.

2. Click Edit.

3. Select Enable.

4. Click Save.

Enable Communities.

1. From Setup, search for then select Communities Settings. Later in the setup process, you’ll create the community itself. For now, it’s enough to select Enable communities, select a domain name, and save those settings.

2. From Setup, search for then select Company Information. Verify that your org has the expected user licenses for community access (Customer Community Plus or Customer Community Plus Login). Contact your Account Executive if you are unsure of what licenses you have.

Enable Translation Settings.

1. From Setup, search for then select Translation Language Settings.

2. Click Enable.

Enable Opportunities Team Settings.

1. From Setup, search for then select Opportunity Team Settings.

2. Select Enable Team Selling then save.

Create a Campaign record type.

1. From Setup, in Object Manager, click Campaign.

2. On the Record Types page, click New.

3. Create a new Campaign record type:

   1. For Existing Record Type, leave Master as the selected value.

   2. Enter a name for the Record Type Label name. For example, Docket.

   3. Tab to the Record Type Name field to automatically populate the API name.

   4. Enter a Description.

   5. Make sure Active is selected.

   6. Click Next and Next then Save.

Create an Account record type.

1. From Setup, in Object Manager, click Account.

2. On the Record Types page, click New.

3. Create a new Account record type.

   1. For Existing Record Type, leave Master as the selected value.

   2. Enter a name for the Record Type Label name. For example, Organization.

   3. Tab to the Record Type Name field to automatically populate the API name.

   4. Enter a Description.

   5. Make sure Active is selected.

   6. Click Next.

   7. Choose the Account layout to apply to all profiles then click Save.

Configure Sharing Settings.

1. From Setup, search for then select Sharing Settings.

2. Update the Lead and Opportunity objects to have both Default Internal Access and Default External Access set to Private.

3. Click Save.

Click Pre-Install Validation. This will run for a few minutes.

Click Install.

After you read through the Product Terms of Use and Licenses, select I confirm I have read and agree to these product terms of use and licenses then click Confirm.