ROLLER Connect for Salesforce glossary

Use this glossary to look up record mappings, Salesforce integration terms, and custom field definitions for ROLLER Connect for Salesforce.

ROLLER Connect for Salesforce is available to customers using Salesforce, on request. To get started, talk to your customer success manager or the support team.

ROLLER to Salesforce record mappings

For how records move between the two systems, see How data flows between ROLLER and Salesforce. For ROLLER's general terminology, see the ROLLER glossary.

In ROLLER	In Salesforce	What it is
Booking	Order	A guest's purchase, with full transaction detail. ROLLER uses "order" for this too; in Salesforce, Order is a specific object
Company or postcode	Account	How contacts are grouped. With a company on the guest record, the company becomes the account. Without one, everyone sharing a postcode groups under a single account
Guest	Contact	A person who books or visits
Payment	Transaction	A payment or refund against the Order
Product	Product	An item you sell. Syncs from ROLLER, but doesn't join your Salesforce Price Book automatically
Resource	Resource, shown on the Reservations Calendar	A bookable space or asset
Venue	Venue	A site. Also the ROLLER Venue field on an Opportunity

Salesforce-specific terms

Term	What it is
Banquet Event Order (BEO)	The running order for an event, covering products and food and beverage requirements. Generated when the Opportunity closes
Closed Lost	The Opportunity stage that releases all resource holds in ROLLER
Closed Won	The Opportunity stage that confirms the booking in ROLLER, generates the BEO and builds the inventory order list
Event Participants	An Opportunity Line Item created automatically when you save the first resource block. It holds the event space and carries no value, so it isn't a product the customer is buying
Inventory order list	The stock needed for the event, built from your recipes at Closed Won
Opportunity	The record you build a group event on, from first enquiry to confirmed booking
Opportunity Line Item	A product on the Opportunity. Changes sync to the linked ROLLER booking
Price Book	The Salesforce list of products available to sell. A product that isn't in it won't appear when you add products to an Opportunity
Quote	A formal quote document you can send before the customer commits, then convert into Opportunity Line Items
Reprocess	The control that queues every failed event again, across all your venues at once
Reservations Calendar	Live ROLLER resource availability inside Salesforce. On an Opportunity you create and edit bookings; the standalone tab is view-only
Resource block	A hold you place on the Reservations Calendar. Orange is provisional, blue is confirmed
ROLLER Setup page	Where sync health for each connected venue is reported. Open the App Launcher, search for ROLLER, then select ROLLER Connect – Venue Setup
Venue connections	The table on the ROLLER Setup page carrying a Status for each venue

ROLLER fields in Salesforce

This table lists custom fields added to Salesforce objects by ROLLER Connect for Salesforce. Some fields are inputs set in Salesforce, while others are automatically populated by ROLLER data and should not be edited manually.

Field	Salesforce object	Description
Pax	Opportunity	Sets the guest attendee count sent to ROLLER.
ROLLER Venue	Opportunity	The venue the event belongs to. Locked once the first resource block is saved
ROLLER Status	Order	The booking's status in ROLLER. Changes to Cancelled when the booking is canceled
ROLLER Sync Status	Opportunity	Flags a sync failure during Opportunity creation
ROLLER Product Category	Product	Determines which section of the Banquet Event Order (BEO) the product appears under
Online Purchase Creates Opportunity	Product	When enabled, guest web purchases automatically generate both an Order and an Opportunity in Salesforce
Fees	Opportunity	Displays payment processing and card fees added after transaction completion
Amount, ROLLER Discount Amount, ROLLER Tax Amount, ROLLER Total (inc. Tax)	Opportunity	Auto-populated. Calculated automatically from ROLLER transaction data. Do not edit manually.