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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

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walt0019 opened this issue Sep 12, 2024 · 0 comments
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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

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@walt0019
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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.

@walt0019 walt0019 added the enhancement New feature or request label Sep 12, 2024
@rdblake21 rdblake21 added the fix before release bug or issue that's related to the main branch and needs resolution before a new package. label Nov 12, 2024
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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
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