Open utterances-bot opened 1 year ago
Additional documentation needed on how to add your own custom matching rules for Contacts and Leads
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.
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>
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>
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/