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Option to create Opportunities for some Transactions, but not others?

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  • Option to create Opportunities for some Transactions, but not others?

    Hello! We use both PaaS and Events with Salesforce integration, and currently have the system set to create an Opportunity for each C&P Transaction, no matter what. However, this has led to some repetition in the Events-related data because...

    1. Joe Smith registers for an Event
    2. His Contact record shows a C&P Registered Attendee record for his registration.
    3. His Contact record shows an Opportunity for his registration.

    We're happy with steps 1-2, but step 3 is repetitive for donations. Is there a way for us to prevent Salesforce from doing step 3?

    My only workaround idea at this point is to use C&P Settings to map all Events Registration Level SKUs to a special "Event Registration" Opportunity record type, and then manually delete all of those records every once in a while. However, this is not practical and creates more work for us.

    Any tips are appreciated!

  • #2
    If you go to C&P settings an click on the Opportunity tab you can uncheck the option to "Create an Opportunity for the following transaction types". Should solve that problem.

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