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SFDO-Community-Sprints / summit-events-app-documentation

The repo dedicated to documentation for the Summit Events app package
BSD 3-Clause "New" or "Revised" License
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https://sfdo-community-sprints.github.io/summit-events-app-documentation/docs/advanced-features/contact-and-lead-matching/ #60

Open utterances-bot opened 1 year ago

utterances-bot commented 1 year ago

Contact and Lead Matching | Summit Events App Documentation

Documentation on how to install and use the Summit Events App

https://sfdo-community-sprints.github.io/summit-events-app-documentation/docs/advanced-features/contact-and-lead-matching/

rdblake21 commented 1 year ago

Additional documentation needed on how to add your own custom matching rules for Contacts and Leads

ramonjtorres commented 9 months ago

Good morning,

I would like to know if there is a way to automatically associate an existing Contact record with the Summit Events Registration record.

I have reviewed the documentation, but it only refers to whether or not to create the contact, but not the option to search and add an existing one.

dwhitig commented 9 months ago

If you want to have Summit Events associate the registration with an existing contact, you'll want to follow the instructions to set up Contact matching here: https://sfdo-community-sprints.github.io/summit-events-app-documentation/docs/advanced-features/contact-and-lead-matching/

Hope this helps!

On Thu, Jan 18, 2024 at 4:30 AM Ramón Jesús Torres Madrid < @.***> wrote:

Good morning,

I would like to know if there is a way to automatically associate an existing Contact record with the Summit Events Registration record.

I have reviewed the documentation, but it only refers to whether or not to create the contact, but not the option to search and add an existing one.

— Reply to this email directly, view it on GitHub https://github.com/SFDO-Community-Sprints/summit-events-app-documentation/issues/60#issuecomment-1898110277, or unsubscribe https://github.com/notifications/unsubscribe-auth/ABCP7OX6NVXGVOMKJWYCPU3YPDTSXAVCNFSM6AAAAAAYO42QIOVHI2DSMVQWIX3LMV43OSLTON2WKQ3PNVWWK3TUHMYTQOJYGEYTAMRXG4 . You are receiving this because you are subscribed to this thread.Message ID: <SFDO-Community-Sprints/summit-events-app-documentation/issues/60/1898110277 @github.com>

dwhitig commented 9 months ago

Once you follow those instructions, Summit Events will attempt to match to an existing contact and associate the registration to that record rather than creating a new one.

On Thu, Jan 18, 2024 at 4:30 AM Ramón Jesús Torres Madrid < @.***> wrote:

Good morning,

I would like to know if there is a way to automatically associate an existing Contact record with the Summit Events Registration record.

I have reviewed the documentation, but it only refers to whether or not to create the contact, but not the option to search and add an existing one.

— Reply to this email directly, view it on GitHub https://github.com/SFDO-Community-Sprints/summit-events-app-documentation/issues/60#issuecomment-1898110277, or unsubscribe https://github.com/notifications/unsubscribe-auth/ABCP7OX6NVXGVOMKJWYCPU3YPDTSXAVCNFSM6AAAAAAYO42QIOVHI2DSMVQWIX3LMV43OSLTON2WKQ3PNVWWK3TUHMYTQOJYGEYTAMRXG4 . You are receiving this because you are subscribed to this thread.Message ID: <SFDO-Community-Sprints/summit-events-app-documentation/issues/60/1898110277 @github.com>