Knowledge Base

Event Management with Salesforce: Opportunity/Opportunity Product Mapping

Version: 5.190710xxxx

Opportunity / Opportunity Product Mapping helps to update the Attendee details and Attendee contact under Opportunity. These are the fields which needs to be mapped with the respective Opportunity.

NOTE: The following steps explains how to add the custom fields for Opportunity mapping. Make sure that the checkbox is disabled for Opportunity Products (C&P Settings > Opportunity > Opportunity Products).



1.Attendee Contact: Custom fields need to be added for the Attendee Contact so that the created custom field may be mapped to the Attendee Contact. To create custom fields for Attendee Contact, please follow these steps:

Go to Setup > App Setup > Customize > Opportunities > Fields > Opportunity Custom Fields & Relationships > New (Click it).



Select ‘Lookup Relationship’ as the field type and click ‘Next’.



Select the object related to Contact and click ‘Next’.



Enter the Field Label so that it will autofill the Field Name and click ‘Next’. 



Establish the field-level security for the reference field by giving permissions for the desired profiles and click ‘Next’.



Add the reference field to the Opportunity layout by enabling the checkbox and click ‘Next’.



Click ‘Save’ to save the custom field.



After creating the custom field, go to Event > Additional Information > Event > Edit > Opportunity/Opportunity Product Mapping > Attendee Contact.

You will find the newly added custom field to the picklist.



2.Attendee Name: Custom fields need to be added for the Attendee Name so that the created custom field may be mapped to the Attendee Name. To create custom fields for Attendee Name, please follow these steps:
Go to Setup > App Setup > Customize > Opportunities > Fields > Opportunity Custom Fields & Relationships > New (Click it).



Select ‘Lookup Relationship’ as the field type and click ‘Next’.



Select the object related to C&P Event Registered Attendee and click ‘Next’.



Enter the Field Label so that it will autofill the Field Name and click ‘Next’. 



Establish the field-level security for the reference field by giving permissions for the desired profiles and click ‘Next’.



Add the reference field to the Opportunity layout by enabling the checkbox and click ‘Next’.



Click ‘Save’ to save the custom field.



After creating the custom field, go to Event > Additional Information > Event > Edit > Opportunity/Opportunity Product Mapping > Attendee Name.

You will find the newly added custom field to the picklist.  



3.Additional Fee: Here is the process of calculating Additional Fee with an example:

Unit Price = $100
Additional Fee = $10
Discount = $4
Tax = $2
Total = Unit Price + Additional Fee – Discount + Tax = 100 + 10 – 4 + 2 = $108
Fraction = Additional Fee / Total= 10/108 = 0.0909
Additional Fee = Fraction / Total = 0.0909 / 108 = $9.82

Custom fields need to be added for the Additional Fee so that the created custom field may be mapped to the Additional Fee. To create custom fields, go to Setup > App Setup > Customize > Opportunities > Fields > Opportunity Custom Fields & Relationships > New (Click it).



Select ‘Currency’ as the field type and click ‘Next’.



Enter the Field Label so that it will autofill the Field Name also. The maximum length of the decimal value should not exceed 18. Based upon the requirement, share the left and right side decimal point and click ‘Next’.



Establish the field-level security for the reference field by giving permissions for the desired profiles and click ‘Next’.



Add the reference field to the Opportunity layout by enabling the checkbox and click save.



After creating the custom field, go to Event > Additional Information > Event > Edit > Opportunity/Opportunity Product Mapping > Additional Fee.

You will find the newly added custom field to the picklist.  



4.Transaction: Total Charged: Custom fields need to be added for the Total Charged so that the created custom field may be mapped to the Total Charged. To create custom fields, please follow these steps:

Go to Setup > App Setup > Customize > Opportunities > Fields > Opportunity Custom Fields & Relationships > New (Click it).



Select ‘Currency’ as the field type and click ‘Next’.



Enter the Field Label so that it will autofill the Field Name also. The maximum length of the decimal value should not exceed 18. Based upon the requirement, share the left and right side decimal point and click ‘Next’.



Establish the field-level security for the reference field by giving permissions for the desired profiles and click ‘Next’.



Add the reference field to the Opportunity layout by enabling the checkbox and click save.



After creating the custom field, go to Event > Additional Information > Event > Edit > Opportunity/Opportunity Product Mapping > Transaction: Total Charged.

You will find the newly added custom field to the picklist.  



5.Total Attendee Count: Total Attendee Count is the total number of attendees registered in that transaction.

Example: If there are 4 attendees added by a registrant then the total attendee count is 4.
Custom fields need to be added for the Total Attendee Count so that the created custom field may be mapped to the Total Attendee Count. To create custom fields, please follow these steps:

Go to Setup > App Setup > Customize > Opportunities > Fields > Opportunity Custom Fields & Relationships > New (Click it).



Select ‘Number’ as the field type and click ‘Next’.



Enter the Field Label so that it will autofill the Field Name also. The maximum length of the decimal value should not exceed 18. Based upon the requirement, share the left and right side decimal point and click ‘Next’.



Establish the field-level security for the reference field by giving permissions for the desired profiles and click ‘Next’.



Add the reference field to the Opportunity layout by enabling the checkbox and click save.



After creating the custom field, go to Event > Additional Information > Event > Edit > Opportunity/Opportunity Product Mapping > Total Attendee Count.

You will find the newly added custom field to the picklist.  



6.Attendee Number: Attendee number is the number given to each attendee while processing the transaction.

Example: If the total attendees in a transaction is 4 and each opportunity will be created for each attendee after transaction.

If you open the opportunity of the 1st attendee out 4 attendees, then the Attendee Number will be 1.

If you open the opportunity of the 2nd attendee out 4 attendees, then the Attendee Number will be 2.

If you open the opportunity of the 3rd attendee out 4 attendees, then the Attendee Number will be 3.

If you open the opportunity of the 4th attendee out 4 attendees, then the Attendee Number will be 4.

Custom fields need to be added for the Attendee Number so that the created custom field may be mapped to the Attendee Number. To create custom fields, please follow these steps:

Go to Setup > App Setup > Customize > Opportunities > Fields > Opportunity Custom Fields & Relationships > New (Click it).



Select ‘Number’ as the field type and click ‘Next’.



Enter the Field Label so that it will autofill the Field Name also. The maximum length of the decimal value should not exceed 18. Based upon the requirement, share the left and right side decimal point and click ‘Next’.



Establish the field-level security for the reference field by giving permissions for the desired profiles and click ‘Next’.



Add the reference field to the Opportunity layout by enabling the checkbox and click save.



After creating the custom field, go to Event > Additional Information > Event > Edit > Opportunity/Opportunity Product Mapping > Attendee Number.

You will find the newly added custom field to the picklist.  



NOTE: If the custom fields need to be added for Opportunity Products then instead of creating the custom fields in the Opportunity section, create in Opportunity Products Sections. Please follow the same steps as shown above.



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