If your site has Salesforce integration enabled to connect it to your Salesforce instance, you can include fields of your choice from the Lead object in Salesforce in the Contact Information form section beyond the standard fields available in the Donations app. These fields will appear between the Custom Field #1 - #4 and the Anonymous checkbox in the Contact Information section of the Soapbox Donation form.You may also add text elements around these form fields to provide context to the form. These elements can include not just text but images and embedded media.
To add fields from the Lead object to a given Donations form:
- Login into the administrator
- If you have recently added the field to the Lead object in Salesforce, click the Clear Cache icon in the header of the administrator. This will refresh data about your Salesforce instance and let Soapbox know you have added a new field.
- Open the Soapbox Donation form to which you wish to add your custom field
- Click the Contact Info tab
- Scroll down to the Custom Salesforce Fields section
- Click Add Salesforce Element to the right of the page
NOTE: For a Soapbox Donation form to work properly, you cannot add one of the standard Donations fields as a Custom Salesforce Field. For instance, if you wish to include the Phone field, you must do so using the field in the Contact Info tab > Contact Fields section rather than hiding it there and adding it to the Custom Salesforce Fields section.
- In the popup, for Salesforce Field, choose the desired field you added to your Salesforce instance
- Confirm that the Type of field is identified after you have select your field from the drop down
- If you have chosen a Boolean field, for Checkbox, choose whether you wish this to be displayed as a checkbox (Yes) or as a radio button group (No). If you select a radio button group, for First Option, choose Yes or No to designate the order in which they appear.
- For Label, enter the text you wish to display to the visitor
- For Default Value, if you wish, enter text you wish to appear when the visitor first opens the form. If you have select a picklist field, make sure that your default value matches an existing picklist option in Salesforce. If you have selected a Boolean field, use false or true, as defaults.
- For Tooltip, enter text you wish to appear when a visitor mouses over the label of this field
- For Field Size, designate if the width of the field should be Large, Medium, or Small
- For CSS Keywords, enter keywords you wish to use to customize the display of this field in the attendee form. The following groups of CSS Keywords are available as options, each one of the group applied to a single field. They divide the horizontal space available to the form into fractions noted in their names:
- leftHalf rightHalf
- leftThird middleThird rightThird
- leftFourth middleFourth rightFourth
- leftFifth middleFifth rightFifth
- For Published, choose whether or not you wish to display this field to visitors
- For Required, choose whether or not you wish to require this field
- For Hidden, choose whether or not you wish to include this field on the form but not display it to the visitor. This is helpful if you wish to include a Default Value that is passed as a value to the Salesforce record which is created.
- For Access Level, choose whether you wish this field to be available to anyone or only to logged in users.
- Click Save
To add a text element to a Soapbox Donation form, repeat the steps above but click Add Text Element instead of Add Salesforce Element and define the text element as you wish in the popup provided.
Once you have added the Custom Salesforce Fields, you may wish to reorder them among the Custom Salesforce Fields section.