Adding Salesforce Custom Fields to the Event Contact Information Form

Overview

If your Soapbox Engage site is connected to Salesforce, you can add custom fields from the Salesforce Lead object to the Contact Information section of an Event registration form.

These fields appear below the standard Contact Information fields and allow you to collect additional information from the person completing the registration.

Before You Begin

The custom field must first exist on the Lead object in Salesforce.

If the information should carry over when the Lead is converted in Salesforce, confirm that the custom Lead field is mapped to the appropriate field on the Contact and/or Account object using Salesforce Lead field mapping.

In Salesforce, navigate to:

Setup → Object Manager → Lead → Fields & Relationships → Map Lead Fields

Confirm that the custom Lead field is mapped to the appropriate Contact and/or Account field.

If you recently created or modified the field in Salesforce, click Clear Cache in the Soapbox Engage administrator header before continuing. This refreshes the Salesforce field information available to Soapbox Engage.

Add the Field to the Contact Information Form

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

Important: Do not add a field that is already included as a standard Event registration field.

For example, if you want to collect a phone number, use the standard Phone field available under Reservation Info → Contact Fields rather than hiding the standard field and adding Phone again as a Custom Salesforce Field.

Configure the Field

Label

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

Default Value

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

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

For Boolean fields, use:

true

or:

false

Boolean Fields

For a Boolean field, use Checkbox to determine how the field appears.

You can also use Require True to Submit when the visitor must select the checkbox before submitting the registration. For example, this can be used when a registrant needs to acknowledge or accept terms before continuing.

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 registration 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

Use the remaining settings to control how the field is used:

• Published: Determines whether the field is published for use on the registration form.
• Required: Determines whether the visitor must complete the field before submitting the form.
• Hidden: Includes the field on the form without displaying it to the visitor. 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.

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

After adding multiple Custom Salesforce Fields, you can reorder them within the Custom Salesforce Fields section to control the order in which they appear.

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 registration form.

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

Salesforce does not currently support mapping a checkbox field on the Lead object to a checkbox field on the Contact object. If you need this information to carry over during Lead conversion, a picklist with values such as Yes and No can be used as an alternative.

Troubleshooting: Custom Field Is Not Showing

If a Custom Salesforce Field does not appear or work as expected, confirm that:

1. Salesforce integration is enabled for the Event.
2. The field exists on the Salesforce Lead object.
3. You cleared the Soapbox Engage cache after creating or modifying the Salesforce field.
4. The field is set to Published.
5. The field's Access Level allows the current visitor to see it.
6. The field is not an encrypted Salesforce field.
7. You have not added a standard Event registration field again as a Custom Salesforce Field.

If the field should retain its value after Lead conversion, also confirm that the Lead field is mapped to the appropriate Contact and/or Account field in Salesforce.