Opportunities on Checkout

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. The new Opportunities relate to the following records.

• The Opportunity relates to the Invoice, and the Invoice relates to the Attendee.
• The Transaction relates directly to the Invoice.

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

When a customer tries to register for a free Event and wants to generate opportunities, complete the following steps.

1. Go to the Event record.
2. Click Event Settings.
3. Scroll down to the Opportunities & Campaigns section.
4. Set Create Opportunity From Checkout = "True".
5. Enter an Opportunity Open Stage Name.
   NOTE: Make sure the text matches the Opportunity's Stage picklist values exactly.
6. Enter an Opportunity Successful Stage Name.
7. Enter an Opportunity Record Type. This field defines the label for the record type when the Opportunity is created.
8. Set Create Zero Dollar Opportunities = "Yes".
9. Click Save.

Opportunity Process

The following fields on the Opportunity record will be populated after the Event checkout process is complete.

• Opportunity Amount = Invoice Total Amount
• Opportunity Close Date = TODAY()
• Opportunity Account Name = Invoice Account (Bill To)
• Opportunity Contact (our packaged field) = Invoice Contact (Bill To)
• Opportunity Opportunity Name = Invoice Subject OR if null, then Invoice Event Name + Contact Name
• The Opportunity Event and Invoice fields will be populated automatically.

Opportunity Open Stage Name

Defines the stage for an open Opportunity created from the Event checkout and used with Pay Later Event checkouts.

For example, if Create Opportunity From Checkout is enabled and Pay Later was selected during checkout, the Opportunity will be created with the name in the Opportunity Open Stage Name field.

Opportunity Successful Stage Name

Defines the stage for successful Opportunity created from the Event checkout and used with completed Event checkouts.

For example, if Create Opportunity From Checkout is enabled and the checkout was paid successfully, the Opportunity will be created with the name in the Opportunity Successful Stage Name field.

Create Zero Dollar Opportunities

• If Create Zero Dollar Opportunities is set to "None" or "Yes" and the Create Opportunity From Checkout field is checked, Opportunity records will be created for free and $0.00 Event orders.
• If Create Zero Dollar Opportunities is set to is "No" and the Create Opportunity From Checkout field is checked, Opportunity records will NOT be created for free and $0.00 Event orders.