Adding Salesforce Custom Fields to the Event Attendee Information Form

Overview

If your Soapbox Engage site is connected to Salesforce, you can add custom Salesforce fields to the Attendee Information form in the Events app. This allows you to collect attendee information beyond the standard fields available in Soapbox Events.

Before a custom field can be added to an attendee form, it must first be configured correctly in Salesforce.

Before You Begin: Create the Field in Salesforce

The custom field must exist on both of the following Salesforce objects:

• Ticket Temp
• Tickets

The corresponding fields on both objects must match exactly.

When creating or reviewing the fields, confirm that the Field Label/Name and API Name are the same on both Ticket Temp and Tickets.

Pay particular attention to spacing. An unintended extra space or other difference between the fields can prevent Soapbox Engage from correctly matching the Ticket Temp field with the corresponding Tickets field.

For example:

The same principle applies to the fields' API names. Compare the values carefully in Salesforce rather than relying only on how the field appears on the page.

Note: Soapbox Events for Salesforce managed package Version 2.1 or later is required for attendee information to be saved to Salesforce using Custom Salesforce Fields.

Refresh the Salesforce Fields in Soapbox Engage

After creating the fields on both Salesforce objects, log in to the Soapbox Engage administrator and click Clear Cache in the administrator header.

Clearing the cache refreshes the Salesforce field information available to Soapbox Engage so the newly created field can be selected.

Add the Field to the Attendee Information Form

1. Open the Soapbox Event where you want to add the custom field.
2. Select the Attendee Info tab.
3. Scroll to Custom Salesforce Fields.
4. Click Add Salesforce Element.
5. For Salesforce Field, select the custom field you created in Salesforce.
6. Confirm that the correct field Type appears after selecting the field.

You can then configure how the field should appear and behave on the attendee form.

Configure the Field

Label

Enter the text you want displayed to the attendee for this field.

Default Value

If needed, enter a value that should be populated when the attendee first opens the form.

For picklist fields, the Default Value must match an existing Salesforce picklist value.

For Boolean fields, use:

true

or:

false

If User Integration is enabled, you can also use supported variables to populate values from the logged-in user's Salesforce Contact record.

Boolean Fields

For a Boolean field, use Checkbox to choose whether the field should appear as a checkbox or as a radio button group.

Tooltip

Enter optional text that should appear when a visitor hovers over the field label.

Field Size

Choose Large, Medium, or Small to control the width of the field.

CSS Keywords

Use CSS Keywords if you want to control the horizontal positioning of fields on the attendee form.

Available groups include:

• leftHalf / rightHalf
• leftThird / middleThird / rightThird
• leftFourth / middleFourth / rightFourth
• leftFifth / middleFifth / rightFifth

Apply the appropriate keyword to each field based on the desired layout.

Configure Field Visibility and Ticket Types

Use the remaining settings to control when and where the custom field appears:

• Published: Determines whether the field is published for use on the attendee form.
• Required: Determines whether attendees must complete the field.
• Hidden: Includes the field without displaying it to the attendee. This can be useful when passing a Default Value to Salesforce.
• Access Level: Determines whether the field is available to everyone or only to logged-in users.
• Included Ticket Levels: Choose All to display the field for all Ticket Types, or Selected to display it only for specific Ticket Types.

If you choose Selected, move the applicable Ticket Types into the Included column.

When you've finished configuring the field, click Save.

Limitations

Custom Salesforce Fields in Events require an active CRM integration. If Salesforce integration is disabled for an Event, Custom Salesforce Fields will not appear on the front-end Attendee Information form.

At this time, encrypted Salesforce fields are not supported as Custom Salesforce Fields.

Troubleshooting: Custom Field Is Not Working as Expected

If the custom field does not appear or the attendee information is not being handled as expected, return to Salesforce and confirm that:

1. Salesforce integration is enabled for the Event.
2. The field exists on both Ticket Temp and Tickets.
3. The corresponding fields have the same field type.
4. The Field Label/Name matches exactly between the two objects.
5. The API Name matches exactly between the two objects.
6. There are no unintended spaces or other differences in either field.
7. You cleared the Soapbox Engage cache after creating or modifying the Salesforce fields.

Small differences in the Salesforce field configuration can prevent Soapbox Engage from correctly associating the Ticket Temp field with its corresponding Tickets field.

Related: What limits exist for custom Salesforce fields on event pages?