Leads on Checkout

Leads and Contacts are created on checkout if a match to an existing Contact or Lead does not exist.

• By default, a Contact record is created.
• To enable Lead records to be created or updated, complete the following steps.

  1. On the Event Settings record define

     • Registration Entity Type = "Lead"
     • Update the Event Settings lookup on Event record to reference the settings
       

  2. Matching logic order:

     1. Attempt to match on existing Contacts as defined by Salesforce Contact Matching Rules (which starts with identical email matching).
     2. If there is a match, set the Attendee to the matching Contact.
     3. If there is no match, attempt to match an existing Lead by Salesforce Lead Matching Rules.
     4. If there is a match, set the lookup on the Attendee to the matching Lead.
     5. If there is no match, a new Lead will be created and associated with the Attendee.

When a Lead is converted, the Contact field on the associated Attendee record is automatically updated. (The lookup from the Lead to the Contact is carried over automatically).