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Managing Add-Ons in Salesforce

Have add on information show in the attendee's record in Salesforce

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

Mapping Add-On Order Information

If you sell add-ons, you can map the add-on information in the attendee's contact or lead record in Salesforce to easily see which add-on they purchased and how much.

Enable Attendee Information Collection

To ensure that add-on information appears in Salesforce, you must enable the toggle to Collect both Ticket Buyer and Ticket Holder Information in Registration > Order Form:

During registration, the buyer must enter the attendee's information and then assign which add-on belongs to which attendee.

Note: Turning on Collect both Ticket Buyer and Ticket Holder Information is not required. However, in a very rare case, the add-on information will not map to an existing attendee's lead or contact record if it's later disabled.

Rare Case:

  • Initially, the toggle is enabled

  • The buyer buys tickets for Attendees 1 and 2

  • The toggle is disabled

  • The buyer returns to buy an add-on for Attendees 1 and 2

  • The add-on information will not map to Attendees 1 and 2

Map Add On Fields

In the Contact Field Mapping menu, you can map these auto-generated Add On Accelevents fields to TEXT fields in Salesforce.

Accelevents Add On Fields

Data

Add On Ticket ID

This is the add on item (ticket) number in Accelevents.

Add On Ticket Type

This is the add on name in Accelevents.

Add On Order ID

This is the order number in Accelevents.

Add On Paid Amount

This is the paid amount for the add on item in Accelevents.

Add On Updating Behavior

When someone registers for an event and buys an add-on, the add-on information will show in their Salesforce record.

If the same registrant buys another add-on in a new transaction, the old and new add-on data will appear in their Salesforce record as comma-separated information. The same behavior applies if multiple add-ons are assigned to one attendee in one order.

Create a Separate Record for Add Ons

You can enable these toggles in the Salesforce Configure menu to create a separate Salesforce record for the add-ons. This will create records for the ticket and add-on purchases.

  • Create a new contact or lead for every ticket holder

  • Create a new contact/lead for add-on purchases

If you have separate records, the add-on mapping will not work. However, if you have the other order information mapped, it should appear.

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