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GenderBreadPerson Fuzzy

kentyler edited this page May 21, 2016 · 12 revisions

GenderBreadPerson Fuzzy

A Salesforce package that tries to embody a "transdata" approach.

This package installs a full set of fields to qualify its data. You do not need to use all of its complexity if it is not suitable for your organization. See the Graceful Degredation page. Steps to install.

Open your org. Type in this URL into your browser: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t36000000xLSb No password is required for this package.

Answer the questions in the install screens.

This should install the custom fields/objects/workflows/picklists/triggers that are part of the package.

There one setp you will need to do by hand.

Step 1: Adding new fields to the Contact object layout.

You may also want to add the GenderBreadPerson Preferred Pronouns

This package was originally written with flows and processes doing the work to update the "default" fields on the contact record when any of the child records for the different dependent objects was selected as a default, but (at this point) they cannot be included in packages. In order to not impose the burden of having to recreate them by hand for people that want to try this out I have changed to using triggers.

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