If your site has a password-protected area, you can choose to connect new Soapbox user accounts to Contact records in your Salesforce instance. If this feature is enabled, new Soapbox user accounts created on the front end of the site will be 1) matched with an existing Contact record in Salesforce; or 2) if no matching record exists, a new Contact record will be created in Salesforce and the new Soapbox user will be connected to that record.
Enabling connection between site registrations and Salesforce Contacts
To enable this connection:
- Go to Components > Salesforce Dashboard > User Manager
- At the top of the page, click Enable Connection
- After clicking Enable Connection, confirm that the following form appears
- Click Save
Rules for matching a new Soapbox user to an existing Contact record
If a new Soapbox user registers on the front end of the site, Soapbox will attempt to match that new registration with an existing Contact in Salesforce. If the Email address provided for the Soapbox user account matches the Email field for a Contact record in Salesforce, it will associate the two.
Soapbox user account registrations require a First Name, Last Name, Username, Email, Password, and verification of that password, however, only the Email will be used for matching purposes.
If the First Name and Last Name differ between the new Soapbox user account and the matching Salesforce Contact, the Soapbox user First Name and Last Name will be updated with the values from Salesforce. This will be visible in the administrator when viewing the edit view of the Soapbox user account and on the front end of Soapbox if a logged in user edits their Soapbox user account.
As an example, if a Contact has the name Robert Smith and a new Soapbox user is created with a matching Email and the name Bobby Smith, the Soapbox user will be updated with the name Robert Smith.
Matching on Email and the Salesforce Nonprofit Success Pack
The matching process only searches for matching Contacts based on the standard Contact.Email field. In the Salesforce Nonprofit Success Pack, the standard Contact.Email field is populated by default with the email set as the Preferred Email. Soapbox does not match on the Work Email, Personal Email or Alternate Email fields.
As an example, if a Contact has firstname.lastname@example.org as their Personal Email, email@example.com as their Work Email, and Preferred Email is set to Work, the standard Email field will have the value firstname.lastname@example.org. A new Soapbox user registration will need to have email@example.com provided in order to match with this Contact.
Rules for matching a new Soapbox user to an existing Contact record when multiple matching Contacts are found
If a new Soapbox user registers on the front end of the site and multiple Contacts are found with the same Email, the new Soapbox user account is either matching with the Contact that was mostly recently modified or not activated, depending on the setting selected in the Salesforce User Manager.
Rules for creating a Salesforce Contact record, if no match is found
If no match is found for a new Soapbox user registration, a new Contact record will be created in Salesforce and associated with the Soapbox user. This new Contact will be orphaned and not associated with an Account. If you wish, you can disable this feature so only individuals with matching Contacts in Salesforce can register.
The Email will be added as the standard Email field in Salesforce. This is true if you are using the Enterprise edition or the Nonprofit Success Pack.
If you wish to add additional fields to the registration form that will store data in other Contact record fields, contact us. Data provided by a user in these fields will only be saved to Salesforce for newly created Contacts, however. It will not update existing Contacts that are matched with new Soapbox users.
Editing an existing Soapbox account or Salesforce Contacts
If a Soapbox account that is connected to a Salesforce Contact and the First Name, Last Name, or Email fields are edited for that account in the User Manager of the administrator or on the front end of the site by a logged in user, the associated Contact record in Salesforce will be updated with those changes.
Additionally, if a Salesforce Contact that is connected with a Soapbox account has its First Name or Last Name edited, the associated Soapbox user account will be updated with those changes. This will be visible when opening the edit view of the Soapbox user account in the User Manager in the administrator.