How do I automatically assign new Contacts to a default Account?
📋 Summary of the Problem
When Eventbrite for Salesforce creates new Contacts from event attendees, you may want all newly created Contacts to be automatically assigned to a specific "bucket" Account in Salesforce, such as "Realtor Database" or "General Contacts." This is useful when you're matching contacts by email only and want any new contacts to belong to a centralized Account until they can be properly sorted later.
💡 The Solution
You can use the Default Values feature in your Contact Create Rule to automatically assign a specific Account to all newly created Contacts. This setting only affects new Contacts, existing Contacts will keep their current Account assignment.
Important: Default Values only work when creating new records, not updating existing ones.
Step 1: Get Your Account ID
First, you need to find the Salesforce ID of the Account you want to use as your default:
- Navigate to the Account record in Salesforce
- Look at the URL in your browser, the Account ID is the 18-character code that starts with "001"
- Copy this ID (example: 0015g00000ABCDE)
Step 2: Configure Your Create Rule
In Eventbrite for Salesforce Settings, go to Mappings and edit your Contact Create Rule:
- Do NOT include Account in your matching conditions. If Account is part of your match criteria, remove it. You want to match on email only.
- In the Create Rule editor, look for the Default Values section (this appears as a link or button above your field mappings)
- Click Default Values and add a new default value
- Select the field: Account ID (this is the standard lookup field on Contact)
- Paste your Account ID from Step 1 as the value
- Save your mapping
What This Does
When the integration creates a new Contact from an Eventbrite attendee, it will automatically link that Contact to your specified Account. If the Contact already exists in Salesforce (matched by email), their existing Account assignment stays unchanged.
Important Notes
- The Account ID must be valid. If you delete or change the Account, Contact creation will fail until you update the Default Value.
- This feature works only for Contacts. Leads do not have an Account field (they use Company instead).
- Default Values are literal text only, you cannot use formulas or dynamic values.
- If your org uses Person Accounts, be careful when forcing Contacts to a Business Account as this may conflict with your data model.
