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Soapbox Engage App
Hi Experts,
We have integrated the Salesforce and Soapbox Engage Donation applications, and we have connected the IATS payment processor to the Soapbox account.
We assume that whenever a donation (single/recurring donation) is created via Soapbox, the donation records are generated in the Soapbox account. Subsequently, the donation is processed in the IATS payment processor. After the payment is successfully processed, the donor, donation, and payment records are created in Salesforce.
1. Could you please confirm if our understanding is correct?
2. Additionally, could you provide an explanation of the payment flow process in Salesforce?
Please help to obtain better clarification.
@Salesforce Administrators & Developers @Nonprofit User Group, Atlanta, US
1 件の回答
@Matt Thomas thanks for the shoulder tap!
@Manjula Rajaram we followed up last week to your support ticket question, let us know if you haven't received it!
Does this tie with existing Salesforce campaigns to pull in members for a ticket?
1 件の回答
Hi,
Please check this link.
Thanks and regards
Piyush
Need to give a quote for 20 salesforce NPSP licenses, 20 sales cloud, 10 community cloud licenses, and 1600 portal licenses. I got the below link from previous cases but this is not helpful. How can I talk to someone that can explain how salesforce licensing works. Created multiple cases but could not speak with anyone https://www.salesforce.com/ap/products/sales-cloud/pricing/
8 件の回答
@Suman G You can also use the Directories and Forms apps from @Soapbox Engage App as a customer portal negating the necessity for expensive Experience Cloud licenses.
Online Donation Software
Hello,
We are currently using Classy Management as our online donation tool but are looking to explore other options. Does anyone have any recommendations? Salesforce integration and or quick book integration is a plus!
Thanks!
8 件のコメント
@Irina Rodin an up to date and unbiased comparison sheet would be useful to so many organisations. As @TJ Warfield mentioned, there is a version in the @Nonprofit App Advice and Reviews, but I don't believe it is regularly updated. It would be amazing if you would share your document publicly.
Here's the User story - if any Partners have built something like this - would love to show it in a future Partner Hours / Apsona Hours: As a: Event Manager/ Fundraiser: I want to: Deliver a clickable HTML link to my payment processing page (Paypal/@Soapbox Engage App, @Classy for Salesforce, @Click & Pledge, etc) via an Email / PDF to my prospective list of Event Sponsors or Campaign Sponsors So that I can: drive sponsorship revenue / specific invitations to my prospects I'll know this works when: I can run an #Apsona report, click mail/merge, and deliver an Email or attached PDF inviting a list of Leads/Contacts to click a link, pay via my online payments page, and see those Opportunities created in Salesforce. Any takers?
2 件の回答
Hi @Clare Durst - this is exactly what I'm talking about. You've connected the dots here - combining your use of #Salesforce as a Hub and using both @Click & Pledge and @Apsona for Salesforce to reduce hours and overhead. Would you be up for doing a "Show and Share" of how this works with a test donor / test transaction for our customers in Apsona Hours?
I'm not able to integrate forms with Salesforce. My account is a marketing cloud on Salesforce I've already added the Organization ID and Campaign ID I'm getting it in my email. Salesforce could not create this lead because of the reason listed below. For more information about this error or help with Web-to-Lead, please contact Customer Support. Reason: We could not create this lead. Lead Capture Page: Not available. To incorporate this lead into salesforce.com you can key in the data above. If you have any questions, please click on Support at the top right of any page within salesforce.com.
1 件の回答
Thanks for the post, @Andre Figueiredo! Soapbox Engage isn't associated with RSForms and won't be able to provide support for that code. If you're interested in checking out the Forms app that we have with Soapbox Engage's platform, feel free to review details and request a trial at https://www.soapboxengage.com. Have a great day!
We are a brand new Nonprofit corporation just applying for the Salesforce Nonprofit Success Pack (NPSP) ten free users license and are trying to figure out how we will be able to get our Joomla (CMS) users on into Salesforce, initially as leads. I have seen on some searches on various sites that Soapbox Engage might have an app for this or have this capability. Playing around on the web site it was not clear to me what app that would be.
Does anybody in this community have any ideas. I saw some comments on a similar subject but they were about five years old. So, I am hoping something is available now.
BTW, our Joomla site has EasySocial handling the Joomla users registration.
Thank you very much for any tips.
5 件の回答
Hi, I don't know if you've solved your problem. Today I'm using Joomla with RSForms, which has a plugin to perform the integration. Right now I'm not able to do the integration, I need to understand the error on the SalesForce tip.
We are looking to change our current online donation gateway provider. We are a global charity and need a payment gatway that works on a global scale. The platform we are looking for needs to...
- Intergrate with Salesforce
- Accept donations across, Europe, USA & Africa
- Take one off & regular donations
- Accept Direct Debits
Any suggestions would be so gratefully received!
7 件の回答
Hi @Caitlin Palmer I wrote a blog sometime back which lists down some of the payment processing solutions for you, hope you find it useful: http://akashmishra.co.in/payment-processing-solutions-for-nonprofit-success-pack/
Hi All,
Have setup and used a few custom rollups, which are great.
However, looking to setup a few which would require a specific from/to time range, such as "Sum between 13-24 months", "Sum 25-36 months". I can see where you can enter number of days from today or based on number of fiscal/calendar years - but how to enter a from/to range - by days or months?
3 件の回答
My understanding is that this is not possible with NPSP Customizable Rollups. It will even be difficult with Declarative Lookup Rollups (DLRS), but I think it's possible. What you might do is create an invisible formula field on your opportunity object. It would be a checkbox that is checked (TRUE) if within your time range and unchecked (FALSE) if not in your time range. Then do a Sum operation DLRS, but use the Relationship Criteria option to exclude any records where your custom checkbox field is marked false.
I did something similar to create a "Prior Gift Amount" rollup that shows the amount of a donation prior to the last gift on the account. I used the Last operation, excluding any opportunity record where a custom "This Is The Most Recent Gift" checkbox was marked true (drawing from an idea I read about from @Soapbox Engage App --thank you!) So if anyone out there knows how to solve this problem more simply, please let us know! I'd be very pleased to back out my solution and implement something with fewer steps. 😉