Leads on Checkout
  • 18 Jul 2022
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Leads on Checkout

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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
        D_06_04_Event 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).