Opportunities on Checkout
  • 24 Jan 2024
  • 1 Minute to read
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Opportunities on Checkout

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Article Summary

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 on Event Checkout.png

Opportunity Process

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

  • If Invoice Balance Due > "0" then the Opportunity Stage = Opportunity Opportunity Successful Stage Name.
  • If Invoice Balance Due = "0" then the Opportunity Stage = Opportunity Opportunity Open Stage Name, and all Transactions related to the Invoice will be related to the Opportunity.
  • 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
  • Opportunity Stage = Based on the Event Settings fields for Opportunity Open Stage Name (used for pay later submission) or Opportunity Successful Stage Name (used when paid successfully)
  • The Opportunity Event and Invoice fields will be populated automatically.