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Why isn't the Fundraiser for a given peer-to-peer donation page recorded in Salesforce for a donation?

created

If you are integrating a peer-to-peer fundraising campaign with Salesforce, Soapbox will save the Fundraiser to fields on the Lead record created for a donation processed on a given Fundraiser's page. These should then map to the Opportunity object. This occurs automatically if the expected fields exist in your Salesforce instance.

If this is not occurring in your Salesforce instance, you may need to add these four fields to the Lead object and Opportunity object and then map them from the Lead to the Opportunity object. When defining the API Name, enter only the string proceeding __c. Salesforce automatically adds __c to custom fields:

Lead object

Field Label: Fundraiser
API Name: sbx_Fundraiser__c
Data Type: Lookup (Contact)

Field Label: Fundraiser Email
API Name: sbx_FundraiserEmail__c
Data Type: Email

Field Label: Fundraiser First Name
API Name: sbx_FundraiserFirstName__c
Data Type: Text (255)

Field Label: Fundraiser Last Name
API Name: sbx_FundraiserLastName__c
Data Type: Text (255)

Field Label: Fundraiser Username
API Name: sbx_FundraiserUsername__c
Data Type: Text (255)

Opportunity object

Field Label: Fundraiser
API Name: sbx_Fundraiser__c
Data Type: Lookup (Contact)

Field Label: Fundraiser Email
API Name: sbx_FundraiserEmail__c
Data Type: Email

Field Label: Fundraiser First Name
API Name: sbx_FundraiserFirstName__c
Data Type: Text (255)

Field Label: Fundraiser Last Name
API Name: sbx_FundraiserLastName__c
Data Type: Text (255)

Field Label: Fundraiser Username
API Name: sbx_FundraiserUsername__c
Data Type: Text (255)

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