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Groundwire / EventbriteSync

Salesforce.com-based tool that imports people and event registrations from Eventbrite into Salesforce.
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First run it's possible to choose to create Opportunities but they aren't created #39

Closed emagnuson closed 12 years ago

emagnuson commented 12 years ago

First run if you do not choose any values for the Configure Opportunity section on Import step then you can still submit. No requirement you choose even a Record Type. Result is opps are not created. No messaging.

yomatters commented 12 years ago

@groundwired Which fields are actually required to create the opps? Just record type? Or do we need values for stage and contact role, too?

groundwired commented 12 years ago

Only name, close date, and stage are required. I create the name, I set close date to the create date on the attendee record, and I set the stage to whatever you provide in the settings record.

So - stage is required!

Thx -Evan

On 2/14/12 7:19 AM, "yomatters" <reply+i-3162843-923d59258ed21b667a4a4cad6bd0c6664b30ba44-806318@reply.gith ub.com> wrote:

@groundwired Which fields are actually required to create the opps? Just record type? Or do we need values for stage and contact role, too?

Reply to this email directly or view it on GitHub: https://github.com/Groundwire/EventbriteForSalesforce/issues/39#issuecomme nt-3962849

Evan Callahan CRM Consultant evan@groundwire.org 206.286.1235x14

Engagement technology for social and environmental change.

http://www.groundwire.org