Boost recurring donations this giving season with the new upsell prompt!Salesforce Integration Essentials
Connecting Soapbox to Salesforce
- Best Practices for Salesforce User Accounts, Security Tokens and Password Settings
- Using Salesforce Integration User Licenses with Soapbox Engage
- Adding or updating your Salesforce credentials in Soapbox
- Connecting Soapbox to a Salesforce Sandbox account
- Enabling Salesforce Multi-Factor Authentication
- Versions of Salesforce with which our packages work
Basics of Soapbox Integration with Salesforce
- Matching criteria for auto conversion of Leads created by Soapbox Engage apps
- Responding to Leads marked as Match Review Needed
- Viewing API usage, setting email notifications, and requesting increases to your limit
- Clearing Salesforce cache in Soapbox manually
- How do I locate Salesforce field names?
Keeping your Soapbox Packages Up-To-Date In Salesforce
- Upgrading to Soapbox Events for Salesforce v2.15
- Updating Soapbox Engage QuickStart for Salesforce from Version 1.5 to 1.6
- How Do I Manage My Soapbox Engage Packages in Salesforce?
- Determining what packages are installed in Salesforce
- Updating Soapbox Engage QuickStart for Salesforce from Version 1.1 to 1.2
- Soapbox Engage QuickStart for Salesforce (Current: 1.6)
Tips for Managing and Customizing Salesforce
- How Do I Use Process Builder To Create Workflows If I'm Not A Programmer?
- Salesforce How-to: Using Duplicate Management
- Salesforce How-To: Creating an Admin Email Alert for Soapbox Engage Leads Marked with Match Review
- Creating a Weekly Email Report of Stuck Soapbox Engage Leads
- How Can I Add The Campaign History Related List To Contacts In Salesforce?
Troubleshooting Salesforce Integration
- Troubleshooting Marketing User Checkbox for Integration User
- Modifying matching rules for Soapbox Engage apps and Salesforce Contacts
- Access to data in Salesforce after a Soapbox Engage account is closed
- Why do donors see "The users password has expired, you must reset the password before attempting to use these features." error message on a donation confirmation page?
- What is the Stage field value set by Soapbox Engage for a new created Salesforce Opportunity record?
- Why does a Salesforce Account record type set to Organization when a donor did not populate the organization field?