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Simulating a Soapbox Donation within Salesforce to test Lead conversion process

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If you wish to test the automated Lead conversion process for Soapbox Donations in Salesforce, you can do so within Salesforce itself by simulating a donation from Soapbox. This is done by mimic the same steps Soapbox takes when pushing transaction data to Salesforce; namely, a) creating a Lead record and b) adding that Lead as a Campaign Member of a Soapbox Donation Campaign.

For the most accurate results, it is helpful to login to Salesforce with the same user account Soapbox uses.

To simulate a Soapbox Donation:

  1. Go the Leads tab in Salesforce
  2. Click New
  3. On the New Lead: Select Lead Record Type screen, choose either Soapbox Donation or Soapbox Recurring Donation as the record type
  4. On the Lead Edit: New Lead screen, enter information for the test donation. It is helpful to use values which will easily identify it as a test to aid in clean up later (e.g., First Name: test032316)
    1. For First Name, enter a value of your choosing
    2. For Last Name, enter a value of your choosing
    3. For Company, if the Soapbox Donation form you are simulating does not included the Organization name in the Contact Information section, enter "{FirstName} {LastName}" so the Company field matches the values entered in the First and Last Name fields with a space in between. If the Soapbox Donation form you are simulating does include the Organization field in the Contact Information section, enter whatever value you wish to use to test.
    4. For Email, enter a test email of your choosing. It is recommended that you use "@example.com" or "@test.com" as the domain name.
    5. For the address fields, enter values of your choosing
    6. For Campaign, click the search icon, and find and select the Campaign with which the Soapbox Donation form you are simulating is associated
    7. For Lead Source, select Web
    8. For Form of Payment, choose any option
    9. For Donation Payment Amount, enter a valid currency amount, preferably one available on the Soapbox Donation form you are simulating
    10. For Credit Card Expiration Month, Credit Card Expiration Year, and Credit Card Last Four Digits, enter valid numbers of your choosing
    11. For Receipt Sent, Thank You Sent, and Transaction Date, enter today's date
    12. For Transaction Id, enter a value of your choosing, if this is a one-time Soapbox Donation
    13. For Subscription Id, enter a value of your choosing, if this is an intial Soapbox Recurring Donation
    14. For Transaction Description, enter the Transactions Description for the Soapbox Donation form you are simulating
    15. For Transaction Status, choose Completed
    16. Complete any other Soapbox Donation fields for Custom Donation Fields, Tribute, Anonymous Donation or Newsletter Opt In fields you wish to include values for in your test
  5. Click Save
  6. Confirm that the form submits and the page refreshes with the title Converted Lead and links to the Contact, Account, and Opportunity created
    screenshot-converted-lead.png
  7. Follow each link, as you wish, to confirm that records were created and populated as expected
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