Manually Entering An Event Reservation in Salesforce

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Sometimes, for one reason or another, a Soapbox registration may not make it to Salesforce properly or you may want to bypass entering the registration via your Soapbox Events form.  In these cases you may enter a reservation into Salesforce manually.  Following are the steps to do so:

  1. If the registration was made in Soapbox:
    1. Log into the Soapbox admin and navigate to the Events component
    2. Open the Reservations tab
    3. Find the reservation that you would like to add to Salesforce
    4. Note the registrants name and email address
    5. Click the number of tickets link in the "Tickets" column
    6. Note the information for each ticket
  2. Log in to your Salesforce instance.
  3. Create a new Lead for the registration:
    1. Select Create New -> Lead
    2. Set, "Record Type of new record" to "Soapbox Registration"
    3. Click "Continue"
    4. In the New Lead form, fill in First Name, Last Name, Email, Company, and select the campaign with which you want the registraion to be associated.
    5. Fill in any other information that is relevant such as ticket price, Address, etc.
    6. Click, "Save"
  4. At this point the lead should automatically convert, creating a (or matching to an existing) contact and account, and creating an opportunity.
  5. Navigate to the campaign to which you associated the lead.
  6. You should see an opportunity and campaign member for the lead you created.  Confirm that you see those listed.
  7. Create any tickets, if needed:
    1. Scroll down to the Tickets related list
    2. Click "New Ticket:
    3. Ticket Holder field: Leave the top-line "Ticket Holder" field blank.
    4. Purchaser field: Use the search button to find the purchasers name
    5. Opportunity field: Use the search button to find the opportunity you've just created
    6. Fill in any other fields as needed, including the Ticket Holder section
    7. Click "Save"
    8. Confirm that your ticket was created by looking in the Tickets related list in the campaign.
    9. Repeat steps 1-8 for each ticket purchased for the transaction.

 

And that should do it!  Just repeat that process for each transaction that you want to manually enter.

 

 

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