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GenderBreadPerson Simple

kentyler edited this page May 21, 2016 · 7 revisions

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

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 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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