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Soapbox Update: Ability to repost donation transactions as a Salesforce Lead


With an update to Soapbox last night, we're happy to share that you have more tools in your toolbox for ensuring data consistency between Soapbox and Salesforce!

With Soapbox Donations, when a donation is processed, a Salesforce Lead record is created for that transaction. This transaction is also added to the Transactions view in Soapbox Donations and, if it was completed onsite through, Braintree, CyberSource, or PayPal Website Payments Pro - as opposed to offsite with PayPal Standard or TouchNet - the Salesforce Lead Record Id of the record Soapbox created will be displayed.

Should the creation of that Salesforce Lead record fail for some reason - either due to a temporary communication issue between Soapbox and Salesforce or a setting in either Salesforce or Soapbox - you now have the option to repost that transaction as a Lead to Salesforce.

For step-by-step instructions on using this new feature, check out our Knowledge Base articles for Soapbox CMS and Soapbox Engage users, respectively.

If you don't have Soapbox Donations and are interested in learning more, feel free to check out details, watch a demo, and hit us up with any questions!

Happy Soapboxing!

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