Boost recurring donations this giving season with the new upsell prompt!Do you want to have the Soapbox Engage user group level of a user changed automatically based on a value in Salesforce when the user logs into a Soapbox Engage account? If so, this is the article for you!
If your site has a password-protected area and its users are connected to Salesforce Contact records in your Salesforce instance, you can use the Salesforce User Manager in Soapbox to alter the Group of a given user based on the value of a field on the Contact object in Salesforce.
This is a one-way sync from Salesforce to Soapbox Engage.
To do so, you must first create the field on the Contact object in Salesforce. This field should contain the name of the Group in which you wish to place a given Contact. The names of the standard Groups are:
- Registered
- Author
- Editor
- Publisher
You may also create custom User Groups in Soapbox that can be set on the Contact record in Salesforce as well.
For more on Groups, see Setting the Group for users accessing the front end of your website.
After this field has been created in Salesforce:
- Go to the Salesforce User Manager
- Go to the Authentication Options tab
- For User Group field, select the field on the Contact object in Salesforce you have created to store this data. NOTE: If the field does not appear in the drop down, clear the cache of your Salesforce data.
User accounts with back end privileges to access the Administrator - Managers and Administrators - will not be affected, should they login to the front end of the site with this functionality enabled. In addition, users with front end privileges cannot be given access to the Administrator through this process. Only front end groups can be set in this manner.
If this feature is enabled, the sync is only one-way from Salesforce to Soapbox Engage. Any changes made to a user directly within Soapbox Engage will be updated/overwritten by any value stored in Salesforce upon the user's next login to Soapbox Engage.