Opportunities on Checkout

Track and report on event registrations through the Opportunity object

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

We just made it super easy to do so! :+1: :+1:

Define four fields on the Event Setting record to automatically create Open and Closed Won Opportunities when attendees checkout. These Opportunities will relate to the Attendee, Sales Document, and Transaction records.

Initial Setup

  1. Add the Opportunity object as a related list to the Sales Document Order page layout
  2. Add the Transaction object as a related list to the Opportunity page layout
  3. Add the Event and Sales Document fields to the Opportunity page layout

Create/Update Event Settings

In Event Settings, set the following

  • Set the Create Opportunity From Checkout field to TRUE

  • Set 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 exact Opportunity Stage names, case sensitive.

Opportunity Record Type

Please 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.

  • While the Sales Document - Balance Due > 0, the Opportunity Stage will be set to Opportunity Successful Stage Name

  • Once the Sales Document - Balance Due = 0, the Opportunity Stage will be set to the Opportunity Open Stage Name and all Transactions related to the Sales Document will be related to the Opportunity

From version v.50 onward, there is a new Contact lookup on the Opportunity object.

  • When the Sales Document Contact (Bill To) is set, the Opportunity Contact is populated as well.

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