Introduction
In order for Soapbox Engage to successfully send your donations, event registrations, etc data from a website to your Salesforce instance, you’ll first need to create some new fields to house this data in Salesforce.

In the process, you’ll hone some great Salesforce skills that you can put to use in other aspects of your Salesforce environment.  In order to configure your account, you’ll want to brush up on the following:

1. What is a Lead object?
   A lead is a potential “sales” opportunity. When you see “leads,” think prospective donors, program participants, members, etc. These are people who might have expressed an interest in your programs, but with whom you have yet to have significant interaction. (from the Salesforce Foundation Nonprofit Translator)
2. What is an Opportunity object?
   An opportunity is a “sale” that you want to track. For nonprofits, think of opportunities as grant applications, pledge payments, individual donations, product sales, fee-for-service activities, or any other financial transaction. In the Nonprofit Starter Pack, Opportunities have been renamed “Donations.” (from the Salesforce Foundation Nonprofit Translator)
3. How do I create custom fields? Watch this video
4. How do I create new sales processes? Read this
5. How do I create new record types? Watch this video
6. How do I create and assign new page layouts?  Watch this video

Soapbox Engage is compatible with both standard installs of SFDC and the Nonprofit Starter Pack. Soapbox Engage is not yet compatible with Sandbox SFDC accounts.

1. Create the following new lead object custom fields. (note: you don’t need to add the “__c” to the end of the field, this will be auto-created by SFDC for accessing it via the API)
1. sbx_Amount__c
1. Label: Payment Amount
2. Type: Currency(10,2)
2. sbx_CampaignID__c
1. Label: Campaign ID
2. Type: Text(50)
3. sbx_CheckDate__c
1. Label: Check Date
2. Type: Date
4. sbx_CheckNumber__c
1. Label: Check Number
2. Type: Number(10,0)
5. sbx_FormOfPayment__c
1. Label: Form of Payment
2. Type: Picklist
1. Cash
2. Check
3. Credit Card - Visa
4. Credit Card - MasterCard
5. Credit Card - AMEX
6. Credit Card - Discover
7. PayPal
6. sbx_IpAddress__c
1. Label: IP Address
2. Text(20)
7. sbx_LeadConvertRecordType__c
1. Label: Lead Convert Record Type
2. Type: Formula(Text)
8. sbx_LeadRecordTypeText__c
1. Label: LeadRecordTypeText
2. Type: Text(20)
9. sbx_NumberOfTickets__c
1. Label: Number of Tickets
2. Type:  Number(10,0)
10. sbx_ReceiptSent__c
1. Label: Receipt Sent
2. Type:  Date
11. sbx_ThankYouSent__c
1. Label: Thank You Sent
2. Type:  Date
12. sbx_TicketPrice__c
1. Label: Ticket Price
2. Type: Currency(10,2)
13. sbx_TicketType__c
1. Label: Ticket Type
2. Type: Text(100)
14. sbx_TransactionDate__c
1. Label: Transaction Date
2. Type:  Date
15. sbx_TransactionId__c
1. Label: Transaction ID
2. Type: Text(100)
16. sbx_TransactionStatus__c
1. Label: Transaction Status
2. Type:  Picklist
1. Rejected
2. Completed
17. sbx_DonationCustomFieldText1
1. Label: Donation Custom Field Text 1
2. Type: Text(255)
18. sbx_DonationCustomFieldText2
1. Label: Donation Custom Field Text 2
2. Type: Text(255)
19. sbx_DonationCustomFieldText3
1. Label: Donation Custom Field Text 3
2. Type: Text(255)
20. sbx_DonationCustomFieldText4
1. Label: Donation Custom Field Text 4
2. Type: Text(255)
   
2. Create a lead process for the lead object
1. Name:  “Master”

3. Create lead object triggers
1. LeadUpdate
2. CampaignMemberAdd
   
4. Create new Lead object record types
1. Donation
1. Description: “Individual gift”
2. Petition
1. Description: “This is for petitions”
3. Recurring Donation
1. Description: “Recurring donations”
4. Registration
1. Description: “Registration for events, etc.”
   
5. Create new lead object page layouts
1. Petition Lead Layout
2. Registration Lead Layout
3. Donation Lead Layout
   
6. Assign Lead Page Layouts
1. Assign “Donation Lead Layout” to record type “Donation” for all profiles

7. Create Lead-Opportunity custom field mapping (NOTE: you’ll need to do this after you create the Opportunity object custom fields)
1. Check Date
1. Opportunity.Check Date
2. Check Number
1. Opportunity.Check Number
3. Form of Payment
1. Opportunity.Form of Payment
4. Lead Convert Record Type
1. Opportunity.Lead Convert Record Type
5. Number of Tickets
1. Opportunity.Number of Tickets
6. Payment Amount
1. Opportunity.Payment Amount
7. Receipt Sent
1. Opportunity.Receipt Sent
8. Thank You Sent
1. Opportunity.Thank You Sent
9. Ticket Price
1. Opportunity.Ticket Price
10. Ticket Type
1. Opportunity.Ticket Type
11. Transaction Date
1. Opportunity.Transaction Date
12. Transaction ID
1. Opportunity.Transaction ID
13. Transaction Status
1. Opportunity.Transaction Status
14. Donation Custom Field Text 1
1. Opportunity.Custom Field Text 1
15. sbx_DonationCustomFieldText2
1. Opportunity.Custom Field Text 2
16. sbx_DonationCustomFieldText3
1. Opportunity.Custom Field Text 3
17. sbx_DonationCustomFieldText4
1. Opportunity.Custom Field Text 4

Configuring the Opportunity Object

1. Create new opportunity object custom fields (note: you don’t need to add the “__c” to the end of the field, this will be auto-created by SFDC for accessing it via the API)

1. sbx_PaymentAmount__c

1. Label: Payment Amount
2. Type: Currency(10,2))

2. sbx_CheckDate__c

1. Label: Check Date
2. Type: Date

3. sbx_CheckNumber__c

1. Label: Check Number
2. Type: Number(10,0)

4. sbx_FormOfPayment__c

1. Label: Form of Payment
2. Type: Picklist

1. Cash
2. Check
3. Credit Card - Visa
4. Credit Card - MasterCard
5. Credit Card - AMEX
6. Credit Card - Discover
7. PayPal

5. sbx_LeadConvertRecordType__c

1. Label: Lead Convert Record Type
2. Type: Text(100)

18. sbx_NumberOfTickets__c
1. Label: Number of Tickets
2. Type:  Number(10,0)

6. sbx_ReceiptSent__c

1. Label: Receipt Sent
2. Type:  Date

7. sbx_TicketPrice__c

1. Label: Ticket Price
2. Type: Currency(10,2)

8. sbx_TicketType__c

1. Label: Ticket Type
2. Type: Text(100)

9. sbx_ThankYouSent__c

1. Label: Thank You Sent
2. Type:  Date

10. sbx_TransactionDate__c

1. Label: Transaction Date
2. Type:  Date

11. sbx_TransactionId__c

1. Label: Transaction ID
2. Type: Text(100)

12. sbx_TransactionStatus__c

1. Label: Transaction Status
2. Type:  Picklist

1. Rejected
2. Completed
   

2. Create a sales process for the opportunity object

1. Name:  “Master”

3. Create new opportunity record types

1. Donation

• Description: “Individual gift”

2. Recurring Donation

• Description: “Recurring donations”

3. Registration

• Description: “Registration for events, etc.”
  

4. Create new opportunity object triggers
1. OpportunityUpdate
2. OpportunityEmailNew
   
5. Create new opportunity object page layouts

1. Donation Opportunity Layout
2. Opportunity Layout
3. Registration Layout

6. Assign Opportunity Page Layouts

1. Assign “Donation Opportunity Layout” to record type “Donation” for all profiles

Configuring the Campaign Object

1. Create new campaign object custom fields (note: you don’t need to add the “__c” to the end of the field, this will be auto-created by SFDC for accessing it via the API)

1. sbx_NumberOfRecipients__c
1. Label: # of Recipients
2. Type: Roll-Up Summary (COUNT Campaign Member)
2. sbx_NumberOfTargets__c
1. Label: # of Targets
2. Type: Roll-Up Summary (COUNT Campaign Member)
3. sbx_Chart__c
1. Label: Chart
2. Type: Formula (Text)
4. sbx_ChartType__c
1. Label: Chart Type
2. Type: Picklist
1. Bar
2. Meter
5. sbx_EmailBodyHTML__c
1. Label: Email Body HTML
2. Type: Long Text Area(32768)
6. sbx_EmailBodyText__c
1. Label: Email Body Text
2. Type: Long Text Area(32768)
7. sbx_EmailSubject__c
1. Label: Email Subject
2. Type: Text(255)
8. sbx_PetitionIncludeSignerStreet__c
1. Label: Include Signer Address
2. Type: Checkbox
9. sbx_PetitionIncludeSignerCityStateZip__c
1. Label: Include Signer City/State/Zip
2. Type: Checkbox
10. sbx_PetitionBodyHTML__c
1. Label: Petition Body HTML
2. Type: Long Text Area(32768)
11. sbx_PetitionBodyText__c
1. Label: Petition Body Text
2. Type: Long Text Area(32768)
12. sbx_PetitionSubject__c
1. Label: Petition Subject
2. Type: Text(255)
13. sbx_PetitionTargetContactId__c
1. Label: Petition Target
2. Type: Lookup(Contact)
14. sbx_NumberOfExpectedResponses
1. Label: Number of Expected Responses
2. Type: Number(10,0)

2. Create new campaign object page layouts

1. Campaign Layout
2. Donation Layout
3. Newsletter Layout
4. Petition Layout
5. Registration Layout

3. Create new campaign object buttons and links

1. Preview_Email_Blast
1. Label: Preview Email Blast
2. Display Type: Detail Page Button
3. Visualforce Page: EmailBlastPreview
4. Behavior: Display in new window
5. Window Open Properties
1. Width: 900px
2. Height: 500px
3. Window Position: Top Left
4. Resizable: true
5. Show Address Bar: false
6. Show Scrollbars: true
7. Show Toolbars: false
8. Show Menu Bar: false
9. Show Status Bar: false
2. Send_Email_Blast
1. Label: Send Email Blast
2. Display Type: Detail Page Button
3. Visualforce Page: EmailBlast
4. Behavior: Display in existing window with sidebar
3. View_Email_Campaign_Analytics
1. Label: View Email Campaign Analytics
2. Display Type: Detail Page Link
3. Behavior:  Display in new window
4. Window Open Properties
1. Width: (blank)
2. Height: 500px
3. Window Position: Top Left
4. Resizable: true
5. Show Address Bar: false
6. Show Scrollbars: true
7. Show Toolbars: false
8. Show Menu Bar: false
9. Show Status Bar: false

4. Create new campaign object record types

1. Donation
1. Description: This is a donation campaign.
2. Newsletter
1. Description: This is an outbound newsletter in the form of an email blast.
3. Petition
1. Description: This is a petition campaign.
4. Registration
1. Description: This is an event registration campaign.

5. Create new campaign object Visualforce pages

1. EmailBlast
2. EmailBlastPreview

Configuring the Campaign Member Object

1. Create new campaign member object custom fields (note: you don’t need to add the “__c” to the end of the field, this will be auto-created by SFDC for accessing it via the API)

1. sbx_Description__c

1. Label: Description
2. Type: Long Text Area(32768)

2. sbx_IpAddress__c
1. Label: IP Address
2. Type: Text(20)

2. Create new campaign member object page layouts

1. Campaign Member Page Layout
2. Donation Layout
3. Newsletter Layout
4. Petition Layout
5. Registration Layout

3. Create new campaign member object record types

1. Donation
2. Newsletter
3. Petition
4. Registration
5. Standard

4. Create new campaign member object triggers

1. LeadConvertMember
2. PetitionEmailTarget

Configuring the Contact Object

1. Create new Contact object custom fields (note: you don’t need to add the “__c” to the end of the field, this will be auto-created by SFDC for accessing it via the API)

1. sbx_AccountName__c
1. Label: Account Name
2. Type: Formula(Text)
2. sbx_AccountStatus__c
1. Label: Account Status
2. Type: Formula(Text)
3. sbx_Avatar__c
1. Label: Avatar
2. Type: Text(255)
4. sbx_CongressionalDistrict__c
1. Label: Congressional District
2. Type: Number(4, 0)
5. sbx_CongressionalDistrictStateNumber__c
1. Label: Congressional District State/Number
2. Type: Formula(Text)
6. sbx_DistrictingStatus__c
1. Label: Districting Status
2. Type: Text(255)
7. sbx_GeocodingStatus__c
1. Label: Geocoding Status
2. Type: Text(255)
8. sbx_Inactive__c
1. Label: Inactive
2. Type: Checkbox
9. sbx_Latitude__c
1. Label: Latitude
2. Type: Number(12, 6)
10. sbx_Longitude__c
1. Label: Longitude
2. Type: Number(12, 6)
11. sbx_StateLegislatureDistrict__c
1. Label: State Legis District
2. Type: Number(4, 0)
12. sbx_StateSenateDistrict__c
1. Label: State Senate District
2. Type: Number(4, 0)

2. Create new Contact object triggers

1. GW_Contact_GeoDistrict

Configuring the Account Object

1. Create new Account object custom fields (note: you don’t need to add the “__c” to the end of the field, this will be auto-created by SFDC for accessing it via the API)

1. sbx_CongressionalDistrict__c

1. Label: Congressional District
2. Type: Number(4, 0)

2. sbx_CongressionalDistrictStateNumber__c

1. Label: Congressional District State/Number
2. Type: Formula(Text)

3. sbx_DistrictingStatus__c

1. Label: Districting Status
2. Type: Text(255)

4. sbx_GeocodingStatus__c

1. Label: Geocoding Status
2. Type: Text(255)

5. sbx_Inactive__c

1. Label: Inactive
2. Type: Checkbox

6. sbx_Latitude__c

1. Label: Latitude
2. Type: Number(12, 6)

7. sbx_Longitude__c

1. Label: Longitude
2. Type: Number(12, 6)

8. sbx_StateLegislatureDistrict__c

1. Label: State Legis District
2. Type: Number(4, 0)

9. sbx_StateSenateDistrict__c

1. Label: State Senate District
2. Type: Number(4, 0)

2. Create new Account object triggers

2. GW_Account_GeoDistrict