[BUG]Registration page not creating records and/+ contact after submission

[makau-salesfive]

Registration page not creating records and/+ contact after submission
I have successfully created a registration page. The links are working as expected. However, when a participant submits their form, no registration record is created. The form shows that the submission has been successful though, which is weird.

On the other hand, when created a registration record as the user, that's working fine. If the new registrant does not exist in the system, a contact is not created automatically, but only after checking the "New Contact Created" checkbox.

To Reproduce
Steps to reproduce the behaviour:

1. Go to 'Registration.'
2. Click on 'Register..'

Expected behaviour
A new registration record is created and the contact lookup is auto populated. Currently in my org, this is not the case. when registration is via the community site.

When I use a third party registration link, a registration record is being created, but the contact lookup field in not being auto populated.

Our can this issue be solved?

[rdblake21]

@makau-salesfive Did this get resolved? I know a similar question was asked in the community.

Can you confirm your Duplicate Rule settings? And how you have your event configured for Matching Logic?

[makau-salesfive]

Hi @rdblake21 thanks for the follow up.
For Contact Matching Rules on Summit Events, I'm using Salesforce contact matching as the controlling field(Please see attached)

My Mustom Matching Rule looks as follows:

`Matching Criteria | (Summit Events Registration: Registrant_EmailExactMatchBlank = FALSE) and (Summit Events Registration: ContactExactMatchBlank = FALSE)` -- | --

[makau-salesfive]

u

Hi @rdblake21
Just circling back to this topic, my event registration form is still not working. I keep on getting the "Authorization Required" error message. I've granted the guest user access to new custom fields created in the Event and Event Instance objects, but the error is still persistent.

Would you have any other pointers on how to resolve the issue?

Thanks for your support.

Best,
Makau

[walt0019]

Hi @makau-salesfive,

Can you confirm the Guest User has Read access to the Account object (from the Create a Custom Permission Set for the Guest User section - https://sfdo-community-sprints.github.io/summit-events-app-documentation/docs/Getting-Started/Installing/?

I would also double check the Duplicate Rule (https://sfdo-community-sprints.github.io/summit-events-app-documentation/docs/advanced-features/Contact-Matching/)

Creating New Salesforce Duplicate Rules
You can set up matching rules based on specific criteria, such as first name, last name, or email address. These rules determine when duplicates are identified.
configure the Lead Duplicate Rule settings, follow these guidelines:
Set the “Record-Level Security” field value to “Bypass sharing rules.” This lets guest user profile used for registration see the Leads in the org.
Ensure that the “Alert” checkboxes are unchecked. This is needed to ensure the registrant does not receive alert messages.
Activate the matching rule once you’ve configured it.

Please let us know if this works. We could also schedule a web meeting to work together.

Thanks!

Mike

[makau-salesfive]

Hi @walt0019,

Thank you for your follow-up and prompt response.

I've confirmed that the Guest user has access to the Account Object ✅

The Duplicate rules are setup as described and I've set the "Record-level Security" field to "Bypass Sharing Rules"✅, But still the error is present.

I take the offer of scheduling a web meeting to help resolve this issue. What slots can you offer?

Many thanks,
Makau

[walt0019]

Hi @makau-salesfive,

Are you available Friday morning to meet? I am available for most of it. I'm located in the US Central Time Zone.

Thanks!

Mike

[makau-salesfive]

Hi @walt0019
Yes, I'm available on Friday morning. I'm based in Germany, so UTC +1 CET (Berlin time zone).

Thanks!

Makau

[walt0019]

Thanks, Makau, please share your email address here or to my email at [email protected] and I'll schedule a Zoom call.

[makau-salesfive]

Wonderful! Thanks Mike. Here's my email address: [email protected]

Thanks!