Boost recurring donations this giving season with the new upsell prompt!Soapbox User Integration maintains a tightly synched relationship between their Soapbox User Account, and their Salesforce Contact Record. There are multiple ways that you can manage and customize this relationship.
Understanding the process and options for new Contacts added to Salesforce through user registration
You can allow folks to register if they don’t have a Salesforce Contact - and a new Contact will be created for them. This can allow you to offer a more open registration policy, welcoming new users that you don’t have an existing relationship with.
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- Understanding the process and options for new Contacts added to Salesforce through user registration
Associating new Soapbox user accounts with Salesforce Contacts
If a new registrant does have an existing Contact, Soapbox can match their new User Account with their Salesforce Contact. It’s going to use a set of matching rules to make sure the new user gets connected to the correct Contact, and to help prevent duplicate Contact records.
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Creating Contact fields in Salesforce to interact with Soapbox User Integration
There are a set of custom fields that Soapbox can use to help you keep track of a user's last login as well as determine their User Group (which controls access to content in your Member area), and whether or not their access should be blocked.
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Altering access level for a user based on Salesforce field
Upon a User’s log-in, Soapbox will reference a custom access level field and set a users access level based on what it finds there. This allows you to manage user-base access level systemically from Salesforce. For example, a users that pays a membership fee could have their access upgraded via Salesforce Automation, and granted greater access in your Soapbox Member area.
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Recording date of Soapbox user registration to Salesforce Contact record
Want to be able to identify when each of your newly registered users registered? You can send that info to Salesforce, so that you can manage things like membership duration, and time-related communications through Salesforce.
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Selecting behavior when multiple matching Salesforce Contacts are found
What happens when a new registration matches up with multiple Salesforce Contacts? You have some configurable options you can choose from, to help you customize Soapbox’s behavior in these cases.
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