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Configure the Soapbox Shop for Salesforce package

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The following should be done manually after installing the Soapbox Shop for Salesforce managed package and Soapbox Shop 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).

  • Billing City --> Opportunity.Billing City
  • Billing Country --> Opportunity.Billing Country
  • Billing Email --> Opportunity.Billing Email
  • Billing First Name --> Opportunity.Billing First Name
  • Billing Last Name --> Opportunity.Billing Last Name
  • Billing Note --> Opportunity.Billing Note
  • Billing Phone --> Opportunity.Billing Phone
  • Billing Postal Code --> Opportunity.Billing Postal Code
  • Billing State --> Opportunity.Billing State
  • Billing Street --> Opportunity.Billing Street
  • Form of Payment --> Opportunity.Form of Payment
  • IP Address --> Opportunity.IP Address
  • Receipt Sent --> Opportunity.Receipt Sent
  • Shipping City --> Opportunity.Shipping City
  • Shipping Country --> Opportunity.Shipping Country
  • Shipping Email --> Opportunity.Shipping Email
  • Shipping First Name --> Opportunity.Shipping First Name
  • Shipping Last Name --> Opportunity.Shipping Last Name
  • Shipping Note --> Opportunity.Shipping Note
  • Shipping Phone --> Opportunity.Shipping Phone
  • Shipping Postal Code --> Opportunity.Shipping Postal Code
  • Shipping State --> Opportunity.Shipping State
  • Shipping Street --> Opportunity.Shipping Street
  • Shop Lead Convert Record Type --> Opportunity.Shop Lead Convert Record Type
  • Shop Payment Amount --> Opportunity.Shop Payment Amount
  • Soapbox Shop Order ID --> Opportunity.Soapbox Shop Order ID
  • 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

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 Shop 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 Shop”, 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 Shop Match Review Needed field to the Soapbox Shop 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 Shop Lead Layout
  2. Drag the Shop 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 Shop Order ID field to the Soapbox Shop 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 Shop Lead Layout
  2. Drag the Soapbox Shop Order ID field from the top panel and onto the page layout, just below the Description Field
  3. Click the Save button

6. Add the Soapbox Shop Order ID field to the Soapbox Shop Opportunity page layout

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

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

  1. Click the Edit link in the row containing the Soapbox Shop Opportunity Layout
  2. Drag the Soapbox Shop 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
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