Summit-Events-App
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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.
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.