Convert Registrant Date of Birth field to a Registrant Birthdate Text field so we can leverage Birthdate as part of Salesforce Duplicate Matching criteria. #580
Labels
enhancement
New feature or request
fix before release
bug or issue that's related to the main branch and needs resolution before a new package.
Known Issue
Is your feature request related to a problem? Please describe.
Due to Salesforce not using Date fields with Duplicate/Matching Rules, we have never been able to match with Date of Birth. However, we have built out a process to populate a text field on Contact with the date of birth and would like to use that with Summit Event Registrations. We would like a solution that populates this field on Summit Event Registration creation so we could use that in Salesforce Matching rules. I would like to see it in a YYYY-MM-DD (for example, 2005-11-21) format to mirror what a formula field would display.
Describe alternatives you've considered
We have thought about building our own trigger or use flow, but I think we'll have a timing issue and having this fire before doing the matching logic, so it would be great to be within the package.
To help determine if a recipe may be more appropriate, please share other use cases, if possible, this functionality would benefit from.
I believe this solution will help many schools and non-profits solve this matching issue without using another package/solution or build bulkier solutions.
Are you willing and interested in being engaged during the development and testing process?
Yes, would love to see this in place and test.
The text was updated successfully, but these errors were encountered: