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Adding custom fields from Salesforce to an Action


If your site has Salesforce integration enabled to connect it to your Salesforce instance, you can include fields of your choice from the Lead object in Salesforce in the Action form beyond the standard fields available in the Actions app. These fields will appear between the Zip Code field and newsletter sign up checkbox.

To add fields from the Lead object to a given Action:

  1. Login into the administrator
  2. If you have recently added the field to the Lead object in Salesforce, click the Clear Cache icon in the header of the administrator. This will refresh data about your Salesforce instance and let Soapbox know you have added a new field.
  3. Open the Action to which you wish to add your custom field
  4. Click the Action tab
  5. Scroll down to the Custom Salesforce Fields section
  6. Click Add Salesforce Element to the right of the page
    NOTE: For an Action form to work properly, you cannot add one of the standard Actions fields as a Custom Salesforce Field.
  7. In the popup, for Salesforce Field, choose the desired field you added to your Salesforce instance
  8. Confirm that the Type of field is identified after you have select your field from the drop down
  9. If you have chosen a Boolean field, for Checkbox, choose whether you wish this to be displayed as a checkbox (Yes) or as a radio button group (No). If you select a radio button group, for First Option, choose Yes or No to designate the order in which they appear.
  10. For Label, enter the text you wish to display to the visitor. In most cases, this text will appear as placeholder text within the field itself. The exceptions are for Boolean fields displayed as radio options or multi-select picklist fields where they will appear as a field label above the field itself and well as single-select picklist fields which will use the Empty Option Text as the placeholder text.
  11. For Default Value, if you wish, enter text you wish to appear when the visitor first opens the form. This can include either literal text values or variables that populate fields from a logged-in user's Contact record in Salesforce. If you have selected a picklist field, make sure that your default value matches an existing picklist option in Salesforce. If you have selected a Boolean field, use false or true, as defaults.
  12. For Tooltip, if you have selected a Boolean field to display as radio options or multi-select picklist field, enter text you wish to appear when a visitor mouses over the label of this field
  13. For Field Size, designate if the width of the field should be Large, Medium, or Small
  14. For CSS Keywords, enter keywords you wish to use to customize the display of this field in the attendee form. The following groups of CSS Keywords are available as options, each one of the group applied to a single field. They divide the horizontal space available to the form into fractions noted in their names:
    1. leftHalf rightHalf
    2. leftThird middleThird rightThird
    3. leftFourth middleFourth rightFourth
    4. leftFifth middleFifth rightFifth
  15. For Published, choose whether or not you wish to display this field to visitors
  16. For Required, choose whether or not you wish to require this field
  17. For Hidden, choose whether or not you wish to include this field on the form but not display it to the visitor. This is helpful if you wish to include a Default Value that is passed as a value to the Salesforce record which is created.
  18. For Access Level, choose whether you wish this field to be available to anyone or only to logged in users.
  19. Click Save

Once you have added the Custom Salesforce Fields, you may wish to reorder them among the Custom Salesforce Fields section.

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