Events Community Portal - Preferred Contact Name
Due to privacy issues, a solution in SF has been developed which allows our volunteers using the Community portal to have their preferred name visible against events and shifts.
There are two custom fields which are integral to the solution:-
- *Field 1: “Preferred Name” - All internal users with read-write access to the contact records have read-write access to this field
- Field 2: “Contact Name for Community User” - All users assigned to the “St John Event User” and “Executive” profiles have read-only access to this field
These fields are visible on the following Contact page-layouts:-
- Event Resource
- Student
- Trainer
*The value in this field should be the volunteer’s first name only, because field #2 is comprised of a formula: = PREFERRED (first) NAME + LAST NAME
How do I navigate to these fields if I’m an internal SF user?
Locate a contact (volunteer) record and click on the "Details" tab:-
Where do these fields impact the Events Community Portal?
- The Registered Resources listed on an Event:
- The Registered Resources located on an event shift:
