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 Setting record to automatically create Open and Closed Won Opportunities when Attendees checkout. These Opportunities will relate to the Attendee, Invoice, and Transaction records.
- Add the Opportunity object as a related list to the Invoice page layout.
- Add the Transaction object as a related list to the Opportunity page layout.
- Add the
Event and Invoicefields to the Opportunity page layout.
In Event Settings, set the following
Create Opportunity From Checkoutfield to TRUE.
Set the values for
Opportunity Open Stage Nameand
Opportunity Successful Stage Name. These values are required when
Create Opportunity From Checkout= true.
Make sure the text you enter matches the exact Opportunity
Stagenames, case sensitive.
Please define the Label of the record type you want when an Opportunity is created.
When an Event Checkout happens, a new Opportunity record is created.
While the Invoice - Balance Due > 0, the Opportunity Stage will be set to
Opportunity Successful Stage Name
Once the Invoice - Balance Due = 0, the Opportunity Stage will be set to the
Opportunity Open Stage Nameand all Transactions related to the Invoice will be related to the Opportunity
From version v.50 onward, there is a new Contact lookup on the Opportunity object.
- When the Invoice Contact (Bill To) is set, the Opportunity Contact is populated as well.
Updated 3 months ago