Understanding App-Specific Features available with Salesforce Portals

Far more than a single app, the Salesforce Portals feature adds powerful functionality to the apps throughout the Soapbox Engage suite. The following is an app-by-app overview of those features.

Directories

• Restrict viewing of Salesforce records based on the Contact Id or Account Id of the logged in user
• Auto-populate Directories search criteria with values from logged in user's Contact record to display information specific to their location, interests, or other pertinent data
• Grant access to edit Salesforce records to logged in users
• Grant access to edit a Salesforce record to logged in users based on their Contact Id

Forms

• Pre-populate Form values with data from the logged in user's Contact record
• Create records related to a logged in user's Contact or Account record

Donations

• Automatically fills in field values on a Donation form from Salesforce Contact record
• Allows you as the administrator the ability to restrict editing of field values automatically filled in for data integrity purposes

Events

• Automatically fills in field values on an Event registration form from Salesforce Contact record
• Allows you as the administrator the ability to restrict editing of field values automatically filled in for data integrity purposes
• Restrict an event to only Registered or Special users
• Restrict a ticket type by Registered or Special Access Level or by User Group(s)

Shop

• Automatically fills in field values on a Shop order form from Salesforce Contact record
• Allows you as the administrator the ability to restrict editing of field values automatically filled in for data integrity purposes
• Restrict access to a Store to only Registered or Special users
• Restrict access to a Product to only Registered or Special users
• Restrict access to a Product based on the value of a Contact record field