Upgrading to Soapbox Events for Salesforce v2.15 – Soapbox Support Center

When upgrading to Soapbox Events for Salesforce v2.15, there are some specific manual steps that you have to take.

There are a few Salesforce components that must be added manually:

Lead Record Type: Soapbox Registration Order
Opportunity Record Type: Soapbox Registration Order
Opportunity Field: Soapbox Registration Order Event ID

Adding these records types and field is required when using the latest version of our Soapbox Events for Salesforce managed package.

To add these, do the following:

Lead Record Type
1. Go to Setup > Object Manager> Leads > Record Types
  1. Click the New button to create a new record type
  2. For Existing Record Type, leave it selected for “--Master--”
  3. For Record Type Label, enter “Soapbox Registration Order”.
  4. For Sales Process = “Soapbox Events Registrations"
  5. For Record Type Name, enter “sbx_Registration_Order_Lead”.
  6. For Lead Process, choose “Default” or whatever the name of your default lead process might be.
  7. For Description, enter “Soapbox Events registration order Lead record type.”
  8. For Active, check the checkbox.
  9. At the bottom of the screen, choose which profiles should have access to this Default record type. Most times, you can likely check all of the Enable for Profile boxes, but if you need to limit it, at least enable it for the System Administrator. Additionally, if you’d like to continue to make this the default record type chosen for the object when using Salesforce, check the appropriate Make Default boxes.
  10. Click the Next button.
  11. Select the “Apply one layout to all profiles” option, and in the dropdown to the right of it, choose the “Lead Layout”. This will make this make the new Default record type’s default layout the original Lead Layout. You can also customize this as you wish.
  12. Click the Save button.
Opportunity Record Type
1. Go to Setup > Object Manager> Opportunities > Record Types
  1. Click the New button to create a new record type
  2. For Existing Record Type, leave it selected for “--Master--”
  3. For Record Type Label, enter “Soapbox Registration Order”.
  4. For Sales Process = “Soapbox Events Registrations"
  5. For Record Type Name, enter “sbx_Registration_Order_Opportunity”.
  6. For Opportunity Process, choose “Default” or whatever the name of your default sales process might be.
  7. For Description, enter “Soapbox Events registration order Opportunity record type.”
  8. For Active, check the checkbox.
  9. At the bottom of the screen, choose which profiles should have access to this Default record type. Most times, you can likely check all of the Enable for Profile boxes, but if you need to limit it, at least enable it for the System Administrator. Additionally, if you’d like to continue to make this the default record type chosen for the object when using Salesforce, check the appropriate Make Default boxes.
  10. Click the Next button.
  11. Select the “Apply one layout to all profiles” option, and in the dropdown to the right of it, choose the “Opportunity Layout”. This will make this make the new Default record type’s default layout the original Opportunity Layout. You can also customize this as you wish.
  12. Click the Save button.
Opportunity Field
1. 1. Go to Setup > Object Manager> Opportunities > Fields & Relationships
  2. Click New
  3. Select Text
  4. Click Next
  5. For Field Label, enter Soapbox Registration Order Event ID
  6. For Length, enter 255
  7. For Field Name, enter sbx_SoapboxRegistrationOrderEventId
  8. Click Next
  9. On the next page, keep default of Visible selected for all Profiles
  10. Click Next
  11. On the next page, deselect all except Soapbox Registration Opportunity Layout
  12. Click Save