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Problem mapping Birthdate Field

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  • Problem mapping Birthdate Field

    I am having a problem with the birthdate field in my registration form mapping to the native salesforce birthdate field. It seems to work sometimes and not others.

  • #2
    Good day @barry1222

    Would you please grant us login access to your Salesforce instance and share the Event Name as well as the field you mapped it so that we can review it?

    Looking forward to hearing back from you.
    Regards,
    Click & Pledge Support Department

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    • #3
      I have granted 1-week access. The event is "MOS 2018". The field in question is the "Son's Birthdate" field which should map to the native Salesforce contact birthdate field. This field is only for the registration levels: son and son-comp. In order to proceed with my event preparations, I had to manually enter the items that didn't map automatically. This may make it impossible for you to determine what the issue is, since the fields are no longer empty.

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      • #4
        Good day @barry1222

        Please note that in case of existing contact the field will NOT update. You have to update those fields manually.
        Regards,
        Click & Pledge Support Department

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        • #5
          Hi Barry,

          In light of this, I would recommend that you consider using a Custom Question Map. This will create a bit of an issue, as we do not have a date field format available for custom questions, so you would need to use a text field type, and public form users notoriously manage to avoid entering a date in the format suggested (I recommend MM/DD/YYYY). I would suggest mapping it to a hidden custom text field, and then consider a workflow or process to update the Contact's Birthdate field.

          A little tricky, and you're essentially creating your own validation, but might be more consistent than the field added the way it is now.

          Sincerely, Amanda
          C&P Live Support

          PS - I've just found out that you can copy the value of the Contact form field from the Alias that is created when you associate a Temporary Contact to an existing one- which might be an even better option. See the 'Event Registration Field' below. (You may need to add the C&P Aliases related list to your Contact Layout)

          Click image for larger version

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          Last edited by CnP.LiveSupport.AB; 08-23-2018, 11:09 AM.
          Regards,
          Click & Pledge Support Department

          On Salesforce? Help us by rating our app: <a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JGBvEAO" title="Click &amp; Pledge Donor Management on AppExchange" target="_Outside">Click &amp; Pledge Donor Management on AppExchange</a>

          Join us @ the educational webinars: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
          Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: <a href="https://clickandpledge.com/webinars/" title="Click &amp; Pledge Webinars" target="_Outside">https://clickandpledge.com/webinars/</a>
          Are you on Salesforce? Join us at the Power of Us Hub: <a href="https://powerofus.force.com/0F980000000CjpC" title="Power of Us Hub" target="_Outside">https://powerofus.force.com/0F980000000CjpC</a>

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