---
schema_version: "1"
id: c6e517b070e86f93e26565fe33cee05ac4cf9e40c985da71e58348b6d5d11f63
title: Post-Installation Tasks
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ofm_post_installation_tasks_npsp.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ofm_post_installation_tasks_npsp.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 60b509c6d34e96f50300d769fcd5a1c6645839ba8fcd0bc5129701eeb8dac43b
description: Once Outbound Funds Module is installed, we recommend taking time to review the new metadata.
products:
  - Nonprofit
release: "264"
---
# Post-Installation Tasks

Once Outbound Funds Module is installed, we recommend taking time to review the new metadata.

- The five new custom objects—Funding Programs, Funding Requests, Funding Request Roles, Requirements, Disbursements—to ensure they meet the needs of your organization. For example, your organization can add an additional field for notes on the Disbursements object.
- The picklist values within the new custom objects. You can change the out-of-the-box values that don't quite align with your organization. For example, your organization can configure the Population Served field on the Funding Request object. It's simple to update, add, or remove values. See [Add or Edit Picklist Values](https://help.salesforce.com/articleview?id=updating_picklists.htm&type=5) in Salesforce Help.
- The page layouts for the new custom objects. Some fields may need to be added or removed based on your organization and its users. See [Page Layouts](https://help.salesforce.com/articleview?id=customize_layout.htm&type=5) in Salesforce Help.

- **[Post-Installation Tasks for the Fundseeker Portal](https://help.salesforce.com/s/articleView?id=sfdo.ofm_post_installation_tasks_npsp.htm&release=264.0.0&type=5)**  
    If you used one of the Outbound Funds Module Fundseeker Starter Portal Template installers, you will need to update the Funding Request, Funding Program, and Requirement page layouts then assign these updated page layouts to the Fundseeker Plus Login profile.
- **[Post-Installation Tasks for NPSP Extension](https://help.salesforce.com/s/articleView?id=sfdo.ofm_post_installation_tasks_npsp.htm&release=264.0.0&type=5)**  
    If you have NPSP, you'll need to update page layout assignments and Lightning record pages.

## Post-Installation Tasks for the Fundseeker Portal

If you used one of the Outbound Funds Module Fundseeker Starter Portal Template installers, you will need to update the Funding Request, Funding Program, and Requirement page layouts then assign these updated page layouts to the Fundseeker Plus Login profile.

### Update the Funding Request Page Layout

Add the Submit button to the Funding Request page layout so fundseekers can submit their applications to you.

1. Click ![Setup icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/resources-product/images/setup.png), then click **Setup**.
2. Click **Object Manager**.
3. Click **Funding Request**.
4. Click **Page Layouts**.
5. Click **OFM Funding Request Site Layout**.
6. Click **Mobile & Lightning Actions**.
7. Drag **Submit Application** to Salesforce Mobile and Lightning Experience Actions.
8. Click **Save**.

### Update the Funding Program Page Layout

Add the Apply button to the Funding Program page layout so fundseekers can apply to Funding Programs.

1. Click ![Setup icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/resources-product/images/setup.png), then click **Setup**.
2. Click **Object Manager**.
3. Click **Funding Program**.
4. Click **Page Layouts**.
5. Click **OFM Funding Program Site Layout**.
6. Click **Mobile & Lightning Actions**.
7. Drag **Apply** to Salesforce Mobile and Lightning Experience Actions.
8. Click **Save**.

### Update the Requirement Page Layout

Add the Submit button to the Requirement page layout so fundseekers can submit information on a Requirement.

1. Click ![Setup icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/resources-product/images/setup.png), then click **Setup**.
2. Click **Object Manager**.
3. Click **Requirement**.
4. Click **Page Layouts**.
5. Click **OFM Requirements Site Layout**.
6. Click **Mobile & Lightning Actions**.
7. Drag **Submit** to Salesforce Mobile and Lightning Experience Actions.
8. Click **Save**.

### Assign Page Layouts

Assign the updated Funding Request, Funding Program, and Requirement page layouts to the Fundseeker Plus Login profile so they are able to apply to Funding Programs and submit Funding Requests and Requirements.

1. Click ![Setup icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/resources-product/images/setup.png), then click **Setup**.
2. Enter Profiles in the Quick Find box, then click **Profiles**.
3. Click **Fundseeker Plus Login**.
4. In the **Find Settings...** box, enter the name of the object you want and select it from the list. For example, Funding Request.
5. Click **Edit**.
6. For the Page Layout Assignment, select the page layout you added the Mobile and Lightning Action to. For example, **OFM Funding Request Site Layout**.
7. Click **Save**.
8. Repeat for the Funding Program and Requirement objects.

## Post-Installation Tasks for NPSP Extension

If you have NPSP, you'll need to update page layout assignments and Lightning record pages.

### Page Assignments

Return to step 2 and and select the General Accounting Unit object, then assign the GAU Outbound Funds Layout page layout.

1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/resources-product/images/setup.png), then click **Setup**.
2. Click **Object Manager**.
3. In the list of objects, click **Disbursement**.
4. Click **Page Layouts**.
5. Click **Page Layout Assignment**.
6. Click **Edit Assignment**.
7. Select which profiles to assign the Disbursement NPSP Layout to.
    
    ![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 Click and drag or click and press Shift to select more than one profile.
8. Select **Disbursement NPSP Layout** from Page Layout To Use.
9. Click **Save**.

### Lightning Record Pages

Repeat this for the General Account Unit (GAU Outbound Funds Record Page) and GAU Expenditure (GAU Expenditure Record Page) objects.

1. Click ![Setup](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/resources-product/images/setup.png), then click **Setup**.
2. Click **Object Manager**.
3. In the list of objects, click **Disbursement**.
4. Click **Lightning Record Pages**.
5. Click **Disbursement NPSP Record Page**.
6. Click **Edit**.
7. Click **Activation...**.
    
    ![Disbursement NPSP record page](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-outbound_funds_module-264-0-0-production-enus/2f847b24-f1f1-4ef3-9181-163efc8e0a07/outbound_funds_module/images/install_lightning_record_pages.png)
8. Click **App Default**, then click **Assign as App Default**.
9. Select **Outbound Funds**.
10. Click **Next**, **Next**, then **Save**.
11. Click **Save**.