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Configure the Soapbox Events for Salesforce package

updated

The following should be done manually after installing the Soapbox Events for Salesforce managed package and Soapbox Events QuickStart for Salesforce unmanaged package:

1. Map the following custom lead fields to their pair in Opportunities

In Salesforce Lightning, mapping can be found by going to Setup > Object Manager > Lead, clicking Fields & Relationships in the left column, and clicking the Map Lead Fields in the upper right.

In Salesforce Classic, mapping can be found in Setup > Customize > Leads > Fields > Lead Custom Fields & Relationships > Map Lead Fields (button).

  • Credit Card Expiration Month --> Opportunity.Credit Card Expiration Month
  • Credit Card Expiration Year --> Opportunity.Credit Card Expiration Year
  • Credit Card Last Four Digits --> Opportunity.Credit Card Last Four Digits
  • Form of Payment --> Opportunity.Form of Payment
  • IP Address --> Opportunity.IP Address
  • Receipt Sent --> Opportunity.Receipt Sent
  • Registration Lead Convert Record Type -> Opportunity.Registration Lead Convert Record Type
  • Registration Payment Amount --> Opportunity.Registration Payment Amount
  • Soapbox Registration Order ID --> Opportunity.Soapbox Registration Order ID
  • Thank You Sent --> Opportunity.Thank You Sent
  • Transaction Date --> Opportunity.Transaction Date
  • Transaction Description --> Opportunity.Transaction Description
  • Transaction ID --> Opportunity.Transaction ID
  • Transaction Status --> Opportunity.Transaction Status

2. Confirm Lead Status picklist options

 In Salesforce Lightning, access the Lead Status field by going to Setup > Object Manager > Lead, clicking Fields & Relationships in the left column, and clicking Lead Status in the field list.

 In Salesforce Classic, access the Lead Status field by going to Setup > Customize > Leads > Fields and clicking on Lead Status.

 Confirm that the following picklist values exist for the field named Lead Status by clicking on the field label and scrolling to the section titled Lead Status Picklist Values. If not, add them by clicking the New button in the Lead Status Picklist Values header and then check the box next to the Soapbox Donations lead process to associate them with that lead process.

  • Open - Not Contacted
  • Working - Contacted
  • Closed - Converted
  • Closed - Not Converted

3. Confirm that the Lead Status picklist option “Closed - Converted” is checked as a “Converted” status

 In addition, confirm that the value “Closed - Converted” is checked as a “Converted” status. If it is not, click Edit, check Converted, and Save. If you’re unable to save “Converted” status checkbox (i.e. the page simply refreshes when you try to save it), go to Setup > Customize > Leads > Lead Processes, click on “Soapbox Donations”, and then ensure that a status with “(Converted)” in it is in the Selected Values column and that the Default option is set to “Open - Not Contacted”.

4. Add the Registration Match Review Needed field to the Soapbox Registration Lead page layout

In Salesforce Lightning, go to Setup > Object Manager > Lead and click Fields & Relationships in the left column.

In Salesforce Classic, go to Setup > Customize > Leads > Page Layouts.

  1. Click the Edit link in the row containing the Soapbox Donation Lead Layout
  2. Drag the Registration Match Review Needed field from the top panel and onto the page layout, just above the Lead Record Type Field
  3. Click the Save button

5. Add the Soapbox Registration Order ID field to the Soapbox Registration Lead page layout

  1. Go to Setup > Customize > Leads > Page Layouts
  2. Click the Edit link in the row containing the Soapbox Registration Lead Layout
  3. Drag the Soapbox Registration Order ID field from the top panel and onto the page layout, just
  4. below the Description Field
  5. Click the Save button

6. Add the Total Tickets field to the Soapbox Registration Campaign page layout

In Salesforce Lightning, go to Setup > Object Manager > Campaign and click Page Layouts.

In Salesforce Classic, go to Setup > Customize > Campaign > Page Layouts.

  1. Click the Edit link in the row containing the Soapbox Registration Campaign Layout
  2. Drag the Total Tickets field from the top panel and onto the page layout under the Active field
  3. Click the Save button

7. Add the Tickets related list to the on Soapbox Registration Campaign page layout

In Salesforce Lightning, go to Setup > Object Manager > Campaign and click Page Layouts.

In Salesforce Classic, go to Setup > Customize > Campaign > Page Layouts.

  1. Click the Edit link in the row containing the Soapbox Registration Campaign Page Layout
  2. Drag the Tickets related list from the top panel and onto the page layout
  3. Edit the Tickets related list to have the following columns:
  4. Ticket Name (sorted ascending)
    1. Ticket Holder
    2. Purchaser
    3. Ticket Type
    4. Ticket Price
  5. Click the Save button

8. Add the Soapbox Registration Order ID field to the Soapbox Registration Opportunity page layout

In Salesforce Lightning, go to Setup > Object Manager > Opportunity and click Page Layouts.

In Salesforce Classic, go to Setup > Customize > Opportunities > Page Layouts.

  1. Click the Edit link in the row containing the Soapbox Registration Opportunity Layout
  2. Drag the Soapbox Registration Order ID field from the top panel and onto the page layout in the Additional Information section in the left column
  3. Click the Save button

9. Add the Tickets related list to the Soapbox Registration Opportunity page layout

In Salesforce Lightning, go to Setup > Object Manager > Opportunity and click Page Layouts.

In Salesforce Classic, go to Setup > Customize > Opportunities > Page Layouts.

  1. Click the Edit link in the row containing the Soapbox Registration Opportunity Layout
  2. Drag the Ticket related list from the top panel and onto the page layout, preferably below the Contact Roles related list
  3. Edit the Ticket related list to have the following columns
    1. Ticket Name (sorted ascending)
    2. Full Name
    3. Email
    4. Ticket Type
    5. Ticket Price
    6. Purchaser
    7. Ticket Holder
  4. Click the Save button

10. Add the Assigned Tickets related list to the Contact page layout

In Salesforce Lightning, go to Setup > Object Manager > Contact and click Page Layouts.

In Salesforce Classic, go to Setup > Customize > Contacts > Page Layouts.

  1. Click the Edit link in the row containing the Contact Layout
  2. Drag the Assigned Tickets related list from the top panel and onto the page layout
  3. Edit the Assigned Tickets related list to have the following columns
    1. Ticket Name
    2. Event Name (sorted ascending)
    3. Ticket Type
    4. Ticket Price
    5. Opportunity
  4. Click the Save button

11. Add the Purchased Tickets related list to the Contact page layout

In Salesforce Lightning, go to Setup > Object Manager > Contact and click Page Layouts.

In Salesforce Classic, go to Setup > Customize > Contacts > Page Layouts.

  1. Click the Edit link in the row containing the Contact Layout
  2. Drag the Purchased Tickets related list from the top panel and onto the page layout
  3. Edit the Purchased Tickets related list to have the following columns
    1. Ticket Name
    2. Event Name (sorted ascending)
    3. Ticket Type
    4. Ticket Price
    5. Opportunity
  4. Click the Save button

12. Create a report to display a list of attendees for an event

  1. Go to the Reports tab
  2. Click the “New Report...” button
  3. In the popup window in the left column under Categories select “Opportunities”
    1. Then in Select Report Type click once on the “Opportunities with Tickets” option, and click the Start Report button in the right column
  4. Under Filters, for the Date Field range, choose “All Time”
  5. While in Filters, type in the search bar "Campaign" from Ticket Info, with the operator “equals”, and the value field left blank, and click Apply
  6. Remove any existing fields in the report, and then add the following fields to the report
    1. Ticket: Ticket Name
    2. First Name
    3. Last Name
    4. Email
    5. Account Name
    6. Purchaser
  7. Use the following to name the report:
    1. Report Name: Ticket List
    2. Report Unique Name: Ticket_List
    3. Report Description: List of tickets for a particular event
    4. Report Folder: (choose your folder as you see fit)
  8. Click Save button

13. Create a button for Campaigns to allow admins to quickly view a list of attendees for an event

In Salesforce Lightning, go to Setup > Object Manager > Campaigns > Buttons, Links & Actions.

In Salesforce Classic, go to Setup > Customize > Campaigns > Buttons, Links & Actions.

  1. Under Buttons, Links & Actions, click "New Button or Link"
  2. Fill in the form as follows
    1. Label: Tickets Report
    2. Name: Tickets_Report
    3. Description: Takes the user to the Ticket List report with tickets associated with this particular Campaign.
    4. Display Type: Detail Page Button
    5. Behavior: Display in New Window
    6. Content Source: URL
  3. Add the following in the main textarea at the bottom of the page, replacing <<BaseUrl>> with the base URL of your Salesforce web address, and replacing <<ReportID>> with the Salesforce ID for the Ticket List report you made earlier.

    If using Salesforce Classic: https://<<BaseURL>>.com/<<ReportID>>?pv0={!Campaign.Name}
    If using Salesforce Lightning: https://<<BaseURL>>.com/one/one.app?source=alohaHeader#/sObject/<<ReportId>>/view?fv0={!Campaign.Name}

  4. Click Save button

14. Place the Tickets Report button on the Soapbox Registration Campaign page layout to allow admins to quickly collect view a list of attendees for an event

In Salesforce Lightning, go to Setup > Object Manager > Campaigns > Page Layouts.

In Salesforce Classic, go to Setup > Customize > Campaigns > Page Layouts.

  1. Click the Edit link in the row containing the Soapbox Registration Campaign Layout
  2. Drag the Tickets Report button to the Custom Buttons landing zone on the page layout
  3. Click Save button

 

 

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