--- schema_version: "1" id: e53aa362472c7bec7f3d742b55a1e275985faa7aaa66feef4abe548ba176756a title: Install or Upgrade foundationConnect collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/fc_install_upgrade.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.fc_install_upgrade.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 8527406bb91997ff1428b278baf8446c63491518036324178ed0609875b0cb0a description: Review the foundationConnect installation prerequisites and considerations depending on which products you already have. products: - Nonprofit release: "264" --- # Install or Upgrade foundationConnect Review the foundationConnect installation prerequisites and considerations depending on which products you already have. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-foundation_connect-264-0-0-production-enus/4412bd03-b109-4e35-8baf-6d18e783b100/images/icon_note.png) Note Salesforce is retiring foundationConnect. As part of this product retirement, the ability to renew subscriptions to this product will end on January 31, 2025, and the product will be deactivated on January 31, 2026. Grantmaking is available as a new product option. Learn more in [Grantmaking](https://www.salesforce.org/products/grantmaking/) and contact your Account Executive with any questions. - **[Prerequisite Installation Checklist](https://help.salesforce.com/s/articleView?id=sfdo.fc_install_upgrade.htm&release=264.0.0&type=5)** For first time users to foundationConnect, take a minute to review the steps below before installing. These are required manual steps you will need to go through in your org before the installation runs successfully. - **[If you already have Salesforce but are new to foundationConnect](https://help.salesforce.com/s/articleView?id=sfdo.fc_install_upgrade.htm&release=264.0.0&type=5)** foundationConnect deploys to your org using managed packages. Before continuing, please coordinate with your Salesforce account executive to be sure you meet all the installation criteria, including getting your org added to the allowed list for foundationConnect installations. - **[If you already have foundationConnect and want to upgrade](https://help.salesforce.com/s/articleView?id=sfdo.fc_install_upgrade.htm&release=264.0.0&type=5)** Learn how to upgrade foundationConnect to the latest version. ## Prerequisite Installation Checklist For first time users to foundationConnect, take a minute to review the steps below before installing. These are required manual steps you will need to go through in your org before the installation runs successfully. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-foundation_connect-264-0-0-production-enus/4412bd03-b109-4e35-8baf-6d18e783b100/images/icon_note.png) Note The Grantee Report record type is automatically created and configured during the installation process. 1. 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**. 2. Enable Chatter. 1. From Setup, search for then select **Chatter Settings**. 2. Click **Edit**. 3. Select **Enable**. 4. Click **Save**. 3. 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. 4. Enable Translation Settings. 1. From Setup, search for then select **Translation Language Settings**. 2. Click **Enable**. 5. Enable Opportunities Team Settings. 1. From Setup, search for then select **Opportunity Team Settings**. 2. Select **Enable Team Selling** then save. 6. 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**. 7. 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**. 8. 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.** ## If you already have Salesforce but are new to foundationConnect foundationConnect deploys to your org using managed packages. Before continuing, please coordinate with your Salesforce account executive to be sure you meet all the installation criteria, including getting your org added to the allowed list for foundationConnect installations. To get started with foundationConnect: 1. Visit the [Contact Us](https://www.salesforce.org/contact-us/) page. 2. Complete the form and click **Submit**. A Sales representative will be in contact soon! 3. Once you are ready to install foundationConnect, review and complete the [Prerequisite Installation Checklist](https://help.salesforce.com/s/articleView?id=sfdo.fc_install_upgrade.htm&release=264.0.0&type=5 "Review the foundationConnect installation prerequisites and considerations depending on which products you already have.") first. 4. When the prerequisite installation requirements are complete, visit the foundationConnect Installer page. This will install the latest version of the foundationConnect package.
Package Installation URL
Base and Portal https://install.salesforce.org/products/foundationConnect/
Reviewer* https://install.salesforce.org/products/foundationConnect-reviewer/
* Optional package
5. Log in to your Salesforce organization by choosing **Production or Developer Edition org** or **Sandbox or Scratch org**, and entering your login credentials. We recommend first installing in a free Sandbox org to test. 6. Click **Install foundationConnect - View Details**. 7. Click **Allow** to give MetaDeploy access to install. 8. Click **Pre-Install Validation**. This will run for a few minutes. 9. Click **Install**. 10. 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**. 11. This starts installing the Base and Portal packages for foundationConnect and may take a while to run. Check your email for confirmation that the installation was successful. ## If you already have foundationConnect and want to upgrade Learn how to upgrade foundationConnect to the latest version. 1. Visit the [foundationConnect Installer page](https://install.salesforce.org/products/foundationconnect) for the Base and Portal package or [foundationConnect Reviewer Installer page](https://install.salesforce.org/products/foundationconnect-reviewer) for the Reviewer package. 2. Log in to your Salesforce organization by choosing **Production or Developer Edition org** or **Sandbox or Scratch org**, and entering your login credentials. We recommend first installing this upgrade in a free Sandbox org to test. 3. Click **Install foundationConnect - View Details**. 4. Click **Allow** to give MetaDeploy access to install. 5. Click **Pre-Install Validation**. This will run for a few minutes. 6. Click **Install**. 7. 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**. 8. This starts the upgrade of your org's foundationConnect instance. The upgrade may take a while to run. Check your email for confirmation that the installation was successful.