Creating Contact fields in Salesforce to interact with Soapbox Portals

To get the most out of the Soapbox Portals add on, there are three optional custom fields you may wish to create on the Contact object in your Salesforce instance to enable some enhanced features within Soapbox.

The following outlines the purpose and requirements of each field in Salesforce:

Log Visit field

Purpose:
Capture the date of the most recent login to Soapbox by a given Contact

Field Requirements:
The Salesforce field type must be a date. You may name it anything you wish. It does not need to be named Log Visit.

Integration with Soapbox:
Once the field has been created in Salesforce, login to your Soapbox administrator and follow the instructions under Record date of last login for user to Salesforce Contact record to select your field in the User Manager settings.

Potential uses:
There are a number of helpful uses of the Log Visit field. Here are a just a few:

1. Create Reports in Salesforce to assess user adoption by determining the number of Contacts who have logged in
2. Create Reports in Salesforce to determine average length of time since last login
3. Create workflow rules that trigger a welcome email to the Contact when the field value is first populated
4. Create workflow rules that trigger a welcome back email to the Contact if the change in the date value is greater than X number of days
5. Use Log Visit to target an email blast to Contacts who have not logged in recently

User Group field

Purpose:
Determine the level of access a given Contact should have in Soapbox based on criteria in Salesforce. Standard access level Groups in Soapbox include:

• 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.

A User Group field on the Contact object allows you to define within Salesforce with which of these Groups a Contact is associated. Each of these four Groups falls under one of two access levels: Registered or Special. The Registered access level includes all users in the Registered Group. The Special access level includes all users in the Author, Editor, or Publisher Groups. App-specific items such as fields in a Directories form, events, event ticket types, and other elements, can be restricted to Registered or Special logged in users. Permissions are additive, with Registered users able to access anything set to Public or Registered access and Special users able to access anything set to Public, Registered or Special.

For more on Groups and Access Levels, see Setting the Group for users accessing the front end of your website.

Field Requirements:
The Salesforce field type can be a text, picklist, or formula field of type text. The value of the field must match one of the Groups (e.g., Registered, Author, Editor, or Publisher). It is generally recommended that you make this a formula field of type text so that you can alter the value dynamically based on other fields you may already have on the Contact object. You may name it anything you wish. It does not need to be named User Group.

Integration with Soapbox:
Once the field has been created in Salesforce, login to your Soapbox administrator and follow the instructions under Alter access level for a user based on Salesforce field to select your field in the User Manager settings.

Potential uses:
The User Group field is most often used by membership organizations wishing to promote or demote a Contact's access level in Soapbox due to membership level, payment status, or other factors. It can also be used in more advanced business processes for things such as online grant application systems, job application processes or other scenarios where a user's level of access should be altered dynamically based on values in Salesforce.

Block field

Purpose:
Grant or block login access to Soapbox based on criteria in Salesforce

Field Requirements:
The Salesforce field type can be a boolean, picklist, text, or formula field of type text. If the value of the field is set to "True", Soapbox will block login access for the Contact. It is generally recommended that you make this a formula field of type text so that you can alter the value dynamically based on other fields you may already have on the Contact object. You may name it anything you wish.

Integration with Soapbox:
Once the field has been created in Salesforce, login to your Soapbox administrator and follow the instructions under Block user from logging in based on Salesforce field to select your field in the User Manager settings.

Potential uses:
The Block field is most commonly used by membership organizations who wish to block access to Soapbox for those whose membership has expired.