What are the differences between Custom Fields #1 - #4 and Custom Salesforce Fields?

created

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 User Integration
  • 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
Have more questions? Submit a request
Article is closed for comments.