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bbernste Creating a concatenated field
Hello, please excuse my novice Salesforce skills and question in advance. My use case is being able to leverage a 3rd party tool (Ticket Tailor) for online ticket management for our nonprofit. We also use Zapier for integrating Ticket Tailor with Salesforce. Unfortunately, we're not able to search on a unique key against the CONTACT record since multiple people may share the same email address. In order to confirm whether a user already exists in Salesforce, I'd like to have the ability to join fields including EMAIL, BIRTHDATE, and FIRST_NAME so that when the API calls the derived concatenated field, and compares the search value.
As an example, if the ticket system received a new registrant I would contenate NAME-BIRTHDATE-FIRSTNAME and compare the value with the value in Salesforce. How might I accomplish this in Salesforce?
Thank you kindly.
As an example, if the ticket system received a new registrant I would contenate NAME-BIRTHDATE-FIRSTNAME and compare the value with the value in Salesforce. How might I accomplish this in Salesforce?
Thank you kindly.
samdevCreate a formula field on the Contact.In formula field , choose "Output type" : Text and then use the formula Like : Name__c + Birthdate__c + Firstname__c
bbernsteThank you for the guidance. Is there a way when I make an API call to find a Contact record that I can use the value in the formula field? It appears the formula field is calculated on page load or field change events. I was hoping it would be prepopulated on the Contact record.