Order of operations during donation processing

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To help in troubleshooting challenges during the setup process, we've outlined the order of operations that happens when a donation is processed using a Donations app page.

  1. Payment request is sent to the payment gateway for approval
  2. Payment gateway response is sent back to Soapbox Engage
  3. If the payment was approved, Soapbox Engage prepares to send data to Salesforce
  4. Soapbox Engage creates a Lead record in Salesforce
  5. Soapbox Engage creates a Campaign Member record in Salesforce
  6. An after insert trigger on the Campaign Member object fires in Salesforce
  7. The Lead conversion process begins based on the previous trigger
  8. An Account record is created, if applicable, as part of Lead conversion in Salesforce
  9. A Contact record is created, if applicable, as part of Lead conversion in Salesforce
  10. An Opportunity record is created as part of the Lead conversion in Salesforce
  11. An after insert trigger on the Opportunity object fires in Salesforce
  12. The Lead record is updated, as part of the Lead conversion in Salesforce
  13. An after update trigger on the Lead object fires in Salesforce
  14. Data from the updated Lead record is sent back to Soapbox Engage
  15. Soapbox Engage's Donations app sends the donor to either the redirect page or the thank you page
  16. If applicable, confirmation emails are sent
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