Boost recurring donations this giving season with the new upsell prompt!Soapbox allows you to control a Users access level based on a custom field on their Contact record.
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.
How-To Article
Creating Contact fields in Salesforce to interact with Soapbox User Integration
User Salesforce fields to record a user’s last login in Salesforce, as well as determine their User Group (which controls their access to content in your Member area) and also to block users using a “block” field.
How-To Article