Add custom fields from Salesforce and text elements to Contact Information section of Donations form

If your site has Salesforce integration enabled and connected to your Salesforce instance, you can include custom fields 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.

(1) Creating Custom Fields in Salesforce

1. Create your custom field(s) for the Contact Information section on the Lead object in Salesforce
2. Depending on where the data should route after Lead conversion, you'll also create the field on the Account, Contact, and/or Opportunity object(s)
3. Last, map the routing of data between objects by configuring "Map Lead Fields."

A common one for the Donations app is to save transaction fee information: Saving data for transaction fees covered by the donor to Salesforce

Note: Changes may also be needed on any Flows that support certain objects, pending the nature of fields being added. It's always good practice to review those before adding custom fields to make sure the data routes as intended.

(2) Add fields from the Lead object to a given Donations form:

1. Login into the administrator
2. If you recently added a custom field to the Lead object in Salesforce, click the Clear Cache icon in the header of the administrator.
   1. This will refresh data about your Salesforce instance and let Soapbox know you have added a new field.
3. Open the Soapbox Donation form to which you wish to add your custom field
4. Click the Contact Info tab
5. Scroll down to the Custom Salesforce Fields section
6. 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.
   
7. In the popup, for Salesforce Field, choose the desired field you added to your Salesforce instance
8. Confirm that the Type of field is identified after you have select your field from the drop down
9. 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.
10. For Label, enter the text you wish to display to the visitor
11. 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.
12. For Tooltip, enter text you wish to appear when a visitor mouses over the label of this field
13. 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:
    1. leftHalf rightHalf
    2. leftThird middleThird rightThird
    3. leftFourth middleFourth rightFourth
    4. leftFifth middleFifth rightFifth
14. For Published, choose whether or not you wish to display this field to visitors
15. For Required, choose whether or not you wish to require this field
16. 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.
17. For Access Level, choose whether you wish this field to be available to anyone or only to logged in users.
18. 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.

For further details on how data is mapped from the Donations app to Salesforce review this article: Data mapping from Soapbox Donations to payment processor and Salesforce