Boost recurring donations this giving season with the new upsell prompt!Salesforce Portals Add On
- Creating new Soapbox Engage users from a Salesforce automation
- Understanding Single Sign-On with Salesforce Identities (Experience Cloud)
- Viewing and managing Portals settings in the administrator
- Introduction to Soapbox Portals
- Customizing the default system user registration page and enabling reCAPTCHA
- Customizing default landing page for logged in web users
- Customizing front-end user registration experience
- Managing who can register for a front-end user account
- Managing relationship between Soapbox user and Salesforce Contact
- Managing who can login with a front-end user account
- Is it possible to grant access to some content for some logged in users, and other content for others?
- Recording date of Soapbox user registration to Salesforce Contact record
- Displaying separate First Name and Last Name fields on the registration form
- Will the last login be updated in Salesforce when an administrator logs in as a front-end user?
- Maintaining Soapbox user account access when merging Contacts in Salesforce
- A Member Has Logged Into Soapbox, But Her Profile Is Empty
- Customizing the activation message when users click the activation link
- Creating a menu item to accept registrations for new web user accounts
- Allowing only Contacts in Salesforce to register for logged in access
- Understanding App-Specific Features available with Salesforce Portals
- Associating new Soapbox user accounts with Salesforce Contacts
- Selecting behavior when multiple matching Salesforce Contacts are found
- Understanding the process and options for new Contacts added to Salesforce through user registration
- Creating Contact fields in Salesforce to interact with Soapbox Portals
- Customizing the login page for front-end web users
- Customizing the message shown upon successful user registration
- Customizing the message shown upon successful user edit
- Recording date of last login for user to Salesforce Contact record
- Altering access level for a user based on Salesforce field
- Blocking user from logging in based on Salesforce field