Appointment Registration
Overview
A form interface allows External Constituents to set up one-on-one appointments with
Staff Users. After submission, a contact record and appointment record linked to the
slot will be created in Salesforce, and that slot will be removed from the public
calendar.
Duplicate Rules
| Contact Type | Duplicate Rule Configured | Duplicate Rule Type | Different First/Last Name & Email | Final Result |
|---|---|---|---|---|
| Existing Contact | No | - | Yes | Registration done & first/last name will not get updated on the existing contact |
| New Contact | Yes | Use matching record | - | Registration done & new contact will get created |
| Existing Contact | Yes | Use matching record | Yes | Registration done & new contact will get created with different first/last name with existing contact mail ID. Thus in the system there will be two contacts with the same Email ID. |
| New Contact | Yes | Display message | - | Registration done & new contact created |
| Existing Contact | Yes | Display message | - | Error |
| Existing Contact | Yes | Display message | Yes | Registration done & new contact created |