--- schema_version: "1" id: eb7ce946b4e576fcc993736bed6893bc16a13cb2cd48fc09b80cd3834a8344dd title: Install Outbound Funds Module collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ofm_install.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ofm_install.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 49082a50dd1d72bb70644eed881cd38dbbff29b513fe56d0a64d50426ccae305 description: When you install Outbound Funds Module, you get a managed package that contains essential metadata and custom code. It's important to note that you can't modify the components, such as objects and fields. They're locked with limited edit access so that the managed package can be upgraded later. products: - Nonprofit release: "264" --- # Install Outbound Funds Module When you install Outbound Funds Module, you get a managed package that contains essential metadata and custom code. It's important to note that you can't modify the components, such as objects and fields. They're locked with limited edit access so that the managed package can be upgraded later. For details about managed and unmanaged packages, see [Understanding Packages](https://help.salesforce.com/articleview?id=sharing_apps.htm). - **[Before You Install Outbound Funds Module](https://help.salesforce.com/s/articleView?id=sfdo.ofm_install.htm&release=264.0.0&type=5)** Review the prerequisites for installing Outbound Funds Module. - **[Decide Which Installer to Use](https://help.salesforce.com/s/articleView?id=sfdo.ofm_install.htm&release=264.0.0&type=5)** Understand the differences between the available Outbound Funds Module installers. - **[Install Outbound Funds Module](https://help.salesforce.com/s/articleView?id=sfdo.ofm_install.htm&release=264.0.0&type=5)** After you confirm that you have completed the prerequisites, you’re ready to install Outbound Funds Module. ## Before You Install Outbound Funds Module Review the prerequisites for installing Outbound Funds Module. Before you install Outbound Funds Module, make sure you have: - An Enterprise or Unlimited Edition org with a Salesforce Platform license. If you don’t have a Salesforce org, you can sign up for an [NPSP trial](https://www.salesforce.org/trial/npsp/) or a [Nonprofit Lightning Enterprise Edition trial](https://www.salesforce.org/trial/nonprofit-ee/). - Lightning Experience enabled in your org. See [How to Transition to Lightning Experience](https://help.salesforce.com/s/articleview?id=sf.lex_welcome_to_lex.htm). - My Domain enabled in your org. See [My Domain](https://help.salesforce.com/articleview?id=domain_name_overview.htm) in Salesforce Help. - Chatter enabled in your org. See [Chatter Settings](https://help.salesforce.com/articleview?id=collab_enable.htm&type=5) in Salesforce Help. - Digital Experiences enabled in your org. This is only required if you want to create a fundseeker portal using Experience Cloud. See [Enable Digital Experiences](https://help.salesforce.com/articleview?id=experience.networks_enable.htm&type=5) in Salesforce Help. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/images/icon_note.png) Note  If you want to create a fundseeker portal using Experience Cloud, you will also need Sales Cloud, Service Cloud, or a Restricted Use License for Service Cloud _and_ Customer Community Plus Login licenses. Reach out to your Salesforce account executive to learn more. ## Decide Which Installer to Use Understand the differences between the available Outbound Funds Module installers. Outbound Funds Module has two different installers: - The _Outbound Funds Module_ installer, which installs Outbound Funds Module. If you don’t need a fundseeker portal, this is the only installer you need. - The _Outbound Funds Module Fundseeker Starter Portal Template_ installer, which is an optional and separate package designed to help you create a fundseeker portal, which is an Experience Cloud site. Make sure Outbound Funds Module is installed before using the _Outbound Funds Module Fundseeker Starter Portal Template_ installer. This installer has two installation paths. - Use the _Outbound Funds Module Fundseeker Starter Portal Template_ installer to create your own fundseeker portal from scratch. The installer includes: - A fundseeker profile (Fundseeker Plus Login) with preconfigured object and field permissions that gives the fundseekers access to apply for funding. - A new Fundseeker Starter Portal Template to create a fundseeker portal from scratch. - Several flows that automate steps in the application process for a fundseeker. - Use the _Outbound Funds Module Fundseeker Starter Portal and Build Site_ installer if you want a fundseeker portal created for you. This installer includes everything from the Outbound Funds Module Fundseeker Starter Portal Template installer as well as:. - A pre-populated fundseeker portal called Fundseeker Portal. - A sharing set called FundseekerSharing that gives fundseekers access to view Funding Requests and Requirements ## Install Outbound Funds Module After you confirm that you have completed the prerequisites, you’re ready to install Outbound Funds Module. Salesforce recommends installing and testing in a Sandbox environment or a Developer org before installing into a Production org. For more information, see [Create a Sandbox](https://help.salesforce.com/articleview?id=data_sandbox_create.htm&type=5) in Salesforce Help. ### Install Outbound Funds Module 1. Log out of all other Salesforce orgs. We recommend using an incognito window to ensure you install in the correct org. 2. Go to the [Outbound Funds Module installer](https://install.salesforce.org/products/outbound-funds) page. 3. Click **Log In** and select either **Production** or **Developer Org or Sandbox Org**. 4. Click **Install Outbound Funds Module - View Details**. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/images/icon_note.png) Note Outbound Funds Module - NPSP Extension installs if you use NPSP. 5. Click **Allow**. 6. Click **Install**. You'll see a confirmation when the installation is complete. 7. To access the installed org, click **View Org**. ### Install Outbound Funds Module Fundseeker Starter Portal Template ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/images/icon_note.png) Note Before using the _Outbound Funds Module Fundseeker Starter Portal Template_ installer, make sure you have Outbound Funds Module installed first. To see if you have Outbound Funds Module installed, click **Setup** and enter Packages in the Quick Find Box, then click **Installed Packages**. Under Package Name, confirm you have the Outbound Funds (Core) package. 1. Log out of all other Salesforce orgs. We recommend using an incognito window to ensure you install in the correct org. 2. Go to the [Outbound Funds Module Fundseeker Starter Portal Template](https://install.salesforce.org/products/outbound-funds-portal) installer page. 3. Click **Log In** and select either **Production** or **Developer Org or Sandbox Org**. 4. Click **Install Outbound Funds Module Fundseeker Starter Portal Template - View Details** to install the Fundseeker Starter Portal site template. Click **Install Outbound Funds Module Fundseeker Starter Portal Template and Build Site - View Details** if you want a fundseeker portal created for you. 5. Click **Allow**. 6. Click **Install**. You'll see a confirmation when the installation is complete. 7. To access the installed org, click **View Org**.