Adding Salesforce Custom Fields to an Actions Form

Overview

If your Soapbox Engage site is connected to Salesforce, you can add custom fields from the Salesforce Lead object to an Actions form. This allows you to collect additional information beyond the standard fields available in the Actions app.

Custom Salesforce fields appear on the form between the Zip Code field and the newsletter sign-up option.

Before You Begin

The custom field must exist on the Lead object in Salesforce before it can be added to an Actions form.

If the information should carry over when the Lead is converted in Salesforce, the Lead field must also be mapped to the corresponding Account and/or Contact field using Salesforce Lead field mapping.

In Salesforce, navigate to:

Setup → Object Manager → Lead → Fields & Relationships → Map Lead Fields

Confirm that the custom Lead field is mapped to the appropriate Account and/or Contact field.

Note: Lead field mapping is managed within Salesforce. If you are unsure how the field should be mapped, check with your Salesforce administrator before adding it to your Actions form.

Add a Custom Salesforce Field

If you recently created the field in Salesforce, click Clear Cache in the Soapbox Engage administrator header before continuing. This refreshes the Salesforce field information available to Soapbox Engage.

Then:

1. Open the Action where you want to add the field.
2. Select the Action tab.
3. Scroll to Custom Salesforce Fields.
4. Click Add Salesforce Element.
5. For Salesforce Field, select the desired Lead field.
6. Confirm that the correct field Type is displayed.

Important: Do not add a field that is already included as a standard Actions field. Adding a standard field again as a Custom Salesforce Field can prevent the form from working properly.

Configure the Field

Once you've selected the Salesforce field, configure how it should appear and behave on the form.

Label

Enter the text you want displayed to the visitor.

For most field types, the Label appears as placeholder text within the field. There are a few exceptions:

• Boolean fields displayed as radio buttons use the Label above the options.
• Multi-select picklists use the Label above the field.
• Single-select picklists use Empty Option Text as the placeholder.

Default Value

If needed, enter a value that should be populated when the visitor first opens the form.

The Default Value can contain literal text or variables that populate information from a logged-in user's Salesforce Contact record.

When setting a Default Value:

• Picklist fields: Use a value that matches an existing Salesforce picklist option.
• Boolean fields: Use true or false.

Boolean Fields

If you've selected a Boolean field, use Checkbox to determine how the field appears:

• Select Yes to display a checkbox.
• Select No to display Yes/No radio buttons.

If using radio buttons, use First Option to determine whether Yes or No appears first.

Tooltip

For Boolean fields displayed as radio buttons or for multi-select picklists, enter optional Tooltip text to provide additional information when a visitor hovers over the field label.

Field Size

Choose Large, Medium, or Small to determine the width of the field.

CSS Keywords

Use CSS Keywords if you want to control how fields are positioned horizontally within the form.

Available groups include:

• leftHalf / rightHalf
• leftThird / middleThird / rightThird
• leftFourth / middleFourth / rightFourth
• leftFifth / middleFifth / rightFifth

Apply the appropriate keyword to each field based on the desired layout.

Configure Field Visibility and Requirements

Use the remaining settings to determine when and how the field is available:

• Published: Determines whether the field is published for use on the form.
• Required: Determines whether the visitor must complete the field before submitting the form.
• Hidden: Includes the field on the form without displaying it to the visitor. This can be useful when passing a Default Value to Salesforce without asking the visitor to provide the information.
• Access Level: Determines whether the field is available to everyone or only to logged-in users.

When you've finished configuring the field, click Save.

Reorder Custom Salesforce Fields

After adding your Custom Salesforce Fields, you can reorder them within the Custom Salesforce Fields section to control the order in which they appear on the Actions form.