Opportunities on Checkout
  • 18 Jul 2022
  • 1 Minute to read
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Opportunities on Checkout

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Want to track completed and "pay later" Event registrations through Salesforce Opportunities?

We just made it super easy to do so!

Define four fields on the Event Settings record to automatically create Open and Closed Won Opportunities when Attendees checkout. These Opportunities will relate to the Attendee, Invoice, and Transaction records.

Initial Setup

  1. Add the Opportunity object as a Related List to the Invoice page layout.
  2. Add the Transaction object as a Related List to the Opportunity page layout.
  3. Add the Event and Invoice fields to the Opportunity page layout.

Create/Update Event Settings

In the Event Settings, set the following:

  1. Set the Create Opportunity From Checkout field to "True".
  2. Enter the values for Opportunity Open Stage Name and Opportunity Successful Stage Name. These values are required when Create Opportunity From Checkout = "True".

Make sure the text you enter matches the Opportunity's Stage picklist values exactly.

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Opportunity Record Type

Define the Label of the record type you want when an Opportunity is created.

Opportunity Process

When an Event Checkout happens, a new Opportunity record is created.

  • If the Invoice's Balance Due > 0, the Opportunity's Stage will be set to the value in the Opportunity Successful Stage Name field.
  • Once the Invoice's Balance Due = 0, the Opportunity's Stage will be set to the value in the Opportunity Open Stage Name field, and all Transactions related to the Invoice will be related to the Opportunity.
  • When the Invoice's Contact (Bill To) field is set, the Opportunity Contact is populated as well.