On the Contact Info tab in Soapbox Donations, there is a section in the right column labeled Custom Fields and a section at the bottom labeled Custom Salesforce Fields.
While of similar names, these groups of fields have several key differences in their attributes.
Custom Fields #1, #2, #3, and #4
- Do not require Salesforce integration to be used
- Allow for showing, hiding, and requiring on the Soapbox Donations form
- Correspond to specific Salesforce Lead text fields of the same name which are part of Soapbox Donations for Salesforce packages
- Only can appear as text fields
- Label of field can be customized
- No tooltip can be defined
- No default value can be set
- Cannot be included as a hidden field on the Soapbox Donations form for the purposes of passing an admin-defined value to Salesforce
- Can be included as a variable for the Email Text of a Confirmation Email set on the Messages tab
- Custom Fields #1 - #4 appear directly below the Organization field in the Contact Information section
- Fields cannot be sorted within the Custom Fields section
Custom Salesforce Fields
- Require Salesforce integration to be used
- Allow for showing, hiding, and requiring on the Soapbox Donations form
- Nearly any writable field of on the Salesforce Lead object can included on the form regardless of field type
- Appear as whatever field type is set in Salesforce with an additional option for checkbox field types
- Label of field can be customized
- A tooltip can be defined
- A default value can be set including variables associated with a logged in user, if the site has Portals
- Can be included as a hidden field on the Soapbox Donations form for the purposes of passing an admin-defined value to Salesforce
- Cannot be included as a variable for the Email Text of a Confirmation Email set on the Messages tab
- Custom Salesforce fields directly below Custom Fields #1 - #4 in the Contact Information section
- Fields can be sorted within the Custom Salesforce Fields section