Setting how optional donations are saved to Salesforce

In the Events app, you can enable an option for a visitor to add a donation to their registration for a given event. When an optional donation is included as part of an event registration, you can set how that donation is recorded in Salesforce. This is done on an app-wide level in the Configuration for the Events app.

The two options are:

1. Save the donation amount to a field on the Lead record called Registration Donation Amount which is mapped to the Opportunity record on conversion. The Amount field on the Opportunity object will include both the registration amount for all paid tickets as well as this optional donation.
   
   To use this option, you must have Soapbox Events for Salesforce v2.17 or higher installed in your Salesforce instance.
   
   -- OR --
   
   
2. Save the donation as a separate Lead record which must be manually converted from a Lead to an Opportunity. The separate Soapbox Registration Lead record and resulting Opportunity will only include the registration amount for all paid tickets.
   
   To use this option, you must have the Soapbox Donations for Salesforce and Soapbox Donations for Salesforce QuickStart packages installed to successfully receive donation information for an event.

To set the behavior for the Events app:

1. Open the Configuration for the Events app
2. Click the Integrations tab
3. For Donation Recording Location, select either "A field value" or "A new record"
4. Click Save

NOTE: For Soapbox Engage sites created before December 12, 2023, the default behavior is "A new record". For sites created on or after December 12, 2023, the default behavior is "A field value".

How does Soapbox save event registrations with donations to Salesforce when "A field value" is selected?

When a registrant includes a donation as part of their event registration and "A field value" is selected in Events > Configuration, Soapbox will process a single transaction with the payment processor and create a single Lead record in Salesforce. The amount of the donation will be noted on the Registration Donation Amount field. The Registration Payment Amount will reflect the entire amount charged to the registration which includes both the registration amount for all paid tickets as well as this optional donation.

Upon conversion, the Lead will create an Opportunity with the amount of the donation noted on the Registration Donation Amount field. The standard Amount field will reflect the entire amount charged to the registration which includes both the registration amount for all paid tickets as well as this optional donation. , again, one for the event tickets that is of record type Soapbox Registration and one that is of record type Soapbox Donation for the donation amount.

The Soapbox Registration Lead record will convert automatically unless flagged for review due to a fuzzy match.

How does Soapbox save event registrations with donations to Salesforce when "A new record" is selected?

When a registrant includes a donation as part of their event registration and "A new record" is selected in Events > Configuration, Soapbox will process a single transaction with the payment processor but create two separate Lead records in Salesforce - one for the event tickets that is of record type Soapbox Registration and one that is of record type Soapbox Donation for the donation amount. Both Leads will be added to the Campaign with which the event is associated with in Salesforce.

The Transaction Description of the donation record created in Salesforce will contain the Soapbox Registration Order Id.

Upon conversion, each Lead will create an Opportunity, again, one for the event tickets that is of record type Soapbox Registration and one that is of record type Soapbox Donation for the donation amount.

The Soapbox Registration Lead record will convert automatically unless flagged for review due to a fuzzy match. The Soapbox Donation Lead will need to be manually converted.