Managing Add-Ons in Salesforce

Create a Salesforce record for the ticket holder and the add on holder

Ariane Ramirez avatar
Written by Ariane Ramirez
Updated over a week ago

Import the Add-On Purchase to Salesforce

To ensure that add-on purchases also appear in Salesforce, you must have the following enabled:

  • Turn on the toggle to "Create a new contact or lead for every ticket holder" in Settings > Integrations > Salesforce Configure

  • Turn on "Each Add On" in Registration > Order Form

  • Include and Require the First Name, Last Name, and Email in the Addon tab. The field labels should be the same as in the example below.

Note: If you don't have the add-on fields enabled and required, the add-on lead or contact created in Salesforce will be based on the first ticket holder's information in the order.

  • This is an optional step. Map the Order ID, Ticket ID, and Ticket Type so you can easily distinguish the ticket and the add-on in the order.

When someone buys a ticket and an add-on, 2 records will be created in Salesforce.

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