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GenderBreadPerson Simple

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kentyler edited this page May 22, 2016 · 7 revisions

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

See all TransData packages here

This package only installs the "default" fields for gender/sex values in the Contact object. This follows the concept of Graceful Degredation. If you want the complete version of GenderBreadPerson install GenderBreadPerson Fuzzy

###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 that are part of the package.

###Manual Setup There one setup you will need to do by hand. Step 1: Adding new fields to the Contact object layout.

###Preferred Pronouns You may also want to add the GenderBreadPerson Preferred Pronouns

###Notes If you install this package and later move to GenderBreadPerson Fuzzy, you can install that package over the top of this simpler version with losing any of your data or your contact layout.

After you install you will need to add the "default" fields to the contact layout. Shows the contact layout

..and you will need to add the related lists to the Contact layout. Shows adding a related list to layout

Once you have added the related lists you will have to select which fields you want to display for each list by clicking on the small wrench icon displayed next to each related list name. Shows popup form for adding fields.

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