Springboard package installation

The Springboard package contains the custom fields, workflow updates, page layouts, reports, etc. that are required by the various integration modules. 

Checklist prior to install

  1. Need an Admin user name: The user installing Springboard must be an Administrator in Salesforce
  2. NPSP must be installed
 

Steps to install Springboard 

  1. The Springboard package is available at: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tF00000006u6t
  2. Paste this url into browser address: You should get a login screen for Salesforce.com
  3. Note: you may have to swap out the word "login" in the URL for the sandbox subdomain (usually test or tapp0) as appropriate when installing packages into sandbox environments.
  4. Login to your salesforce account: Be sure to use the username that has Admin rights.
  5. Click Continue.
  6. On the first screen, “Package Installation Details”, click Continue.
  7. On the "Step 1. Approve Package API Access" screen, click Next.
  8. On the "Step 2. Choose security level" screen, check the checkbox to "Grant access to all users" and then click Next.
  9. On the "Step 3. Install Package" screen, click Install.
  10. If there are no warnings, click Deploy Now.
  11. Install – Success!
  12. On the App Setup menu, go to Customize > Contacts > Page Layouts and confirm there is a Springboard Page Layout installed. Do the same for Customize > Opportunities > Page Layouts
  13. Next: Salesforce Configurations with Springboard