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Custom record type for event ticket opportunities
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Jonathan Lin
planned
Jonathan Lin
Thanks for raising this, Richard! We have definite plans to include an option for administrators to choose a distinct record type for events opportunities. In the meantime, it may be useful to implement some light Salesforce automation to take records from Give Lively with a type value of "Event Purchase" and change the record type to whichever you prefer.
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Lisa Sandoval
Ah, yes, we haven't used Give lively for events yet, but if we had, I would have been very disappointed to find out we couldn't use our Event Ticket opportunity record type. We have rollup fields that exclude this record type so using it would be critical. Without being able to map to this record type for event tickets, we'd have to take the extra step of changing the record type for all the ticket sales in Salesforce.