Configure your Salesforce org, install the fusionCore packages, and complete the post-install setup.
This page walks you through preparing a Salesforce org for fusionCore, installing the packages in order, and completing the post-install configuration. The steps are written for an admin or implementer setting up a new org. Most steps below begin from Setup.
Custom Address Fields let Salesforce store addresses as a single, structured field. fusionCore relies on them.
1
Open User Interface settings
In Setup, type User Interface in the Quick Find box. The results show a parent menu and a clickable submenu item, both named User Interface. Click the submenu User Interface item (the clickable page).
2
Enable the setting
Check Use Custom Address Fields.
The Use custom address fields checkbox on the User Interface setup page
State and Country/Territory picklists replace free-text state and country fields with standardized, selectable values.
1
Configure the picklists
In Setup, type State and Country/Territory Picklists in the Quick Find box. Click Configure States, Countries, and Territories, adjust the mappings as needed, then click Save.
2
Scan for existing data
Go back to the State and Country/Territory Picklists setup page. Click Scan for state and country/territory data and wait for the scan to finish.
The scan link on the State and Country/Territory Picklists setup page
If your org already has the picklists enabled, this link reads Scan again for state and country/territory data.
3
Convert identified data
Go back to the State and Country/Territory Picklists setup page, then click Convert identified data.
4
Map mismatched values
Map any Country/Territory values that do not match to a picklist option. Select which value to change, set Change To, then click Save to Changelist and click Next.
5
Repeat for states
Repeat the previous step for States, then click Next.
6
Enable the picklists
Click Finish and Enable Picklists. This process takes a few minutes. When it completes, refresh the browser.You may see alerts that say “You cannot disable while a deployment is in progress” and “Enabling or disabling state and country/territory picklists can cause performance issues. For best user experience, make this change during off-peak hours.”
if you are working on an implementation that involves Person Accounts (for example, working in an NPC org), then you will need to ensure that Person Accounts are enabled. The steps for doing so can be found here.
PERSON ACCOUNTS CANNOT BE DISABLED ONCE ENABLED.
Make absolutely sure that you are ready to enable this feature before doing so.
if you are working on an implementation that involves multi-currency, then you will need to ensure that multi-currency are enabled. The steps for doing so can be found here.
MULTI CURRENCY CANNOT BE DISABLED ONCE ENABLED
Make absolutely sure that you are ready to enable this feature before doing so.
fusionCore is delivered as several packages that you install in a set order.The fusionCore team provides the current installation URL and installation key for each package. Install them in this order:
Platform (Managed)
Commerce (Managed)
Subscriptions (Managed)
Stripe (Managed)
Portal (Managed)
Financial Period Reports (Unmanaged)
Financial Documents (Unmanaged)
Portal Components (Unmanaged)
Committees (Unmanaged)
Layouts (Unmanaged)
Reports (Unmanaged)
Rest APIs
Person Account Layouts (Unmanaged)(ONLY if Person Accounts enabled)
These must be installed in the order listed above, or else you may run into installation errors.
Log into your Salesforce org. Take the package installation URL provided by the fusionCore team and paste it after your org’s domain in the browser address bar. The full URL looks like this:https://<your-org>.lightning.force.com/packaging/installPackage.apexp?p0=<package-id>Replace <your-org> with your org’s domain. The <package-id> and the matching installation key are supplied by the fusionCore team for each package.
2
Open the install page
Press Enter to load the package installation page, then copy and paste the installation key for the package.
3
Choose install options
Select Install for Admins Only, select Acknowledge, then click Install.
Never choose Install for All Users — it overwrites profiles. Always use Install for Admins Only.
4
Wait for the install to finish
Installation will usually take a few minutes. You can track installation progress under Deployment Settings in Setup To confirm an install succeeded, open Installed Packages in Setup. The fusionCore packages appear in the list.
The Installed Packages page in Setup, where you confirm the fusionCore packages installed
Product Subscription Plan FCORE_MEM__Product_Subscription_Plan__c
Product Product2
Purchase Activity FCORE_PAY__Purchase_Activity__c
Renewal Path FCORE_MEM__Renewal_Path__c
Subscription Plan FCORE_MEM__Subscription_Plan__c
Stripe API Log FCORE_PSTRIPE__Stripe_API_Log__c
Wallet Item FCORE_PAY__Wallet_Item__c
1
Open the object
In Setup, select Object Manager. Click the label of the relevant object (for example, Account). Object Manager has its own Quick Find box near the top-right corner that you can use to search for an object by name.
2
Assign the page layout
In the left panel, click Page Layouts, then click Page Layout Assignments and click Edit Assignment. For each record type, select the column and apply the appropriate layout, then click Save.
The Edit Assignment button on the Account Page Layout Assignment screen
3
Assign the compact layout
In the left panel, click Compact Layouts, then click Compact Layout Assignment and click Edit Assignment. Select the row or column, assign the appropriate layout, then click Save.
If you need to update the page layouts, see this Salesforce article on the enhanced page layout editor.
Installs can take awhile. A package install takes a few minutes and you may receive a message saying that the install is taking a long time and to check back later. This is especially common if you are installing a larger package such as Commerce or Subscriptions. Open Deployment Status in Setup to track your package installation progress. If an install fails, it will be reflected on the Deployment Status UI. The running user will also receive an email notification
Layouts changes may not appear right away. If “Enable secure and persistent browser caching to improve performance” is turned on in Session Settings under Setup, an assigned layout or changes to a layout may take a few minutes to appear in the Salesforce UI because of caching. Disable this setting if you want the UI to reflect changes faster.
