User Integration
Provide members-only access to data in Salesforce
From members-only services to self-service options, your website can help you reduce data entry costs and increase accessiblity for your community.
Provide self-service access to your community
Ready to give more access to your community to manage their own information? Tired of having to do manual data entry to update individuals' contact information? Want to provide members' only access to a portal?
The User Integration app unlocks user-specific access to data within Soapbox Engage and Salesforce. With this turned on, you can have access to the following features.
Donations
- View recurring payments
- Update recurring payment credit card information
- View past payments
- Prepopulate payment pages with contact information
- Restrict access to payment pages based on user login status
Events
- Prepopulate registration forms with contact information
- Restrict access to events or calendars based on user login status
Petitions
- Prepopulate petitions with contact information
- Restrict access to petitions based on user login status
Forms
- Prepopulate forms with any data from Account or Contact record
- Prepopulate forms with data from any object that contains the user's Contact ID
- Restrict access to forms based on user login status
- Restrict access to specific fields on form based on user login status
Directories
- Prepopulate directory search forms with any data from Account or Contact record
- Restrict access to directories based on user login status
- Restrict access to specific fields on directories based on user login status
- Allow web users to edit fields on their own Contact and Account records
Shop
- Prepopulate payment forms with any data from Account or Contact record
- Restrict access to stores based on user login status
- Restrict access to products based on user login status
Create a member portal today!
“Finding Soapbox was like winning the payment processing lottery. It's allowed us to build a customized small-donor fundraising effort that tags donations to specific individuals within our program and integrates seamlessly into Salesforce in a way no other product out there was able to do.”