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Automation on the Event Registered Attendee object

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  • Automation on the Event Registered Attendee object

    Hi there,

    We have an anonymous event set up, but I want the registrant's Contact record to relate to the Attendee record that gets created. I set up a process in Process Builder to do this. I can confirm it works when I modify a record, but it doesn't work when the attendee records are created. Is there something I'm missing about this functionality that I need to account for? I tried allowing for recursion, but that didn't appear to work. Any guidance is greatly appreciated.

    (Current process looks for a C&P Event Registered Attendee (created or edited) with a null Contact field and an Authorized status, in case that's helpful.)

    Thank you!

  • #2
    Good day @jillifoss

    Would you please share the SF OrgID and grant us login access so that we can review it? Please share the ProcessBuilder name so that we can review it.
    Regards,
    Click & Pledge Support Department

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    • #3
      Org ID 00Dj0000000HchZ (access granted)

      Process is called "C&P Event Attendee Process"

      Thank you for your help!

      Comment


      • #4
        jillifoss,

        When someone buys a ticket for an anonymous event, Event Management creates the Attendee records immediately with the Registrant's name as the Attendee name, so expecting a value of null is likely causing the issue.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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        • #5
          The process works when I edit one of those records after they're created, so it seems like that isn't an issue.

          It seems like the way those records are created doesn't trigger/run processes. I'm not the most familiar with Salesforce's order of operations, though.

          Comment


          • #6
            Good day @jillifoss

            Our developers reviewed and concluded that it is not possible to update the Attendee contact. It can only possible when the transaction processed from the Event BoxOffice with the Existing Contact Load option. As you stated, "The process works when I edit one of those records after they're created" which means the C&P Data posted to SF and records were created which is the reason it works.

            Please note that when you do the transaction from the site, immediately it won't create the Contact ID. After posting the C&P Data to Salesforce, it will create the Contact ID. Based on C&P settings contact creation mode either fully, semi, or manual process. Since the process builder looks for the records immediately after the transaction processed, it is failing to update the attendee contact because there is no registrant contact id exist.

            Hope you see the point.
            Last edited by CnP.Support.AM; 05-03-2021, 03:37 AM.
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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            • #7
              Got it. Thank you!

              Comment

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