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Viewing the status of a Salesforce Lead record created by Soapbox

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Soapbox grants you visibility into the status of any Salesforce Lead record it has created for a Transaction. This status presents the real-time current details for a Lead and its relevant Account, Contact, and Opportunity records, if applicable. Viewing this can be helpful in troubleshooting issues related to the saving of data to Salesforce.

To view the status of a Salesforce Lead record created by Soapbox for a Transaction:

  1. Go the Transactions view in the Donations app
  2. Find the transaction in question using the search field and/or filter pane
  3. Click the hyperlinked Name to view the Transaction detail view
  4. Scroll down to the Salesforce Information section
  5. In this section, you will see the following:
    1. Lead Record Id, if a Lead was successfully created
    2. Lead Record Status as Converted, Not Converted or Deleted
    3. Whether the Lead is flagged for match review, if it is not converted
    4. Date Converted, if the Lead was converted
    5. Converted Contact Id / Name, if the Lead was converted
    6. Converted Account Id / Name, if the Lead was converted
    7. Converted Opportunity Id / Name, if the Lead was converted
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