Events app
Creating and editing Events
- Selecting a site template for a specific event
- Setting an event as private in the Events app
- Restricting event registrations to only allow attendees who are active members in Salesforce
- Restricting event registrations to only allow attendees that match Contacts in Salesforce
- Understanding how event capacity is enforced from Salesforce
- Enforcing event capacity based on the number of registered attendees for a Campaign in Salesforce for a specific event
Linking to Events on the front end of your site
- Prepopulating Contact Information fields on an Event registration form through a URL parameter
- Creating and customizing the URL and Page Title of an Events page
- Creating URLs with source tracking codes in Soapbox Events
- Overview of source tracking codes for Soapbox Events
- Using the Upcoming Events RSS feed to display a list of upcoming events
- How can I customize the RSS feed from the Events app?
Managing Classes
- Customizing From Email Name, From Email Address, Reply-To Name and Rely-To Email for Classes app shopping cart confirmation emails
- Setting a class as private
- Hiding individual tickets in the order summary section of Classes shopping cart views
- Customizing the page intro for a Search Classes view
- Viewing and managing Instructors for the Classes app in the administrator
- Viewing and managing Courses in the administrator
Creating and editing Venues
Viewing Reservations in Soapbox
- Viewing, searching and exporting Reservation data in the administrator for the Events app
- Viewing Zoom virtual meeting details for attendees in a Reservation in the Events app
- Viewing the status of a Salesforce Lead record created by the Events app
- Deleting a Reservation due to cancellation in Soapbox Events
- Strategies for reservation and attendee collection
- Export a list of reservations or attendees from the Events app
Creating and editing Hosts
Defining defaults in the Configuration for Events
- Restricting Zoom integration to specific Zoom users
- Customizing the Matching Validation Error Message shown to front-end visitors
- Viewing and editing app-wide Configuration settings for Events
- Customizing defaults across the Events app for headings, labels, descriptions, tooltips and display of reservation fields
- Understanding the Standard email template in the Events app
- Setting the default email subject, template, and Custom template body
Managing Soapbox Events data within Salesforce
- Why aren't Zoom registration details being saved to Ticket records in Salesforce?
- How can I check-in event attendees on-site the day of the event?
- Saving data to Salesforce for promo codes used for tickets purchased
- Associating an event with a GAU Allocation in the Nonprofit Success Pack
- Editing the Ticket Report button displaying a list of attendees, if your Salesforce instance changes its pod
- Manually Entering An Event Reservation in Salesforce
Troubleshooting the Events app
- Help - one of my Event Promo Codes has disappeared!!!
- Why are the custom Salesforce fields not included when I export my registration data from Soapbox
- Why aren't Zoom registrants being created for attendees of an event in Soapbox?
- Why do I see "List has no rows for assignment to SObject Trigger.sbxe1.sbx_EventsLead" when trying to convert a Lead?
- Why don't I see my Zoom Meeting or Webinar in the Events app Zoom popup on the Integrations tab?
- Why do visitors see "Salesforce Error: Use one of these records?" after registering for an event