NEW FEATURE: Person account matching

.gitignore

@@ -25,8 +25,8 @@ robot/SummitEventsApp/results/
 
 # Illuminated Cloud (IntelliJ IDEA)
 IlluminatedCloud
-.IlluminatedCloud
 out
+.idea
 *.iml
 
 # CumulusCI

cumulusci.yml

@@ -181,7 +181,13 @@ plans:
 
 orgs:
     scratch:
+
         dev_namespaced:
             config_file: orgs/namespaced.json
             days: 7
-            namespaced: true
+            namespaced: true
+
+        dev:
+            config_file: orgs/educloud.json
+            days: 7
+            namespaced: false

datasets/snowfakery/school_recipe.yml

@@ -24,11 +24,13 @@
                     probability: 50%
                     pick: ${{fake.city}} University
     BillingCity:
-      fake: city
+      fake: City
     BillingStreet:
-      fake: street_address
+      fake: StreetAddress
     BillingState:
-      fake: state
+      fake: State
     BillingCountry:
-      fake: country
+      fake: CurrentCountry
+    Phone:
+      fake: PhoneNumber
     Industry: Education

force-app/main/default/classes/SummitEventsShared.cls

@@ -616,6 +616,12 @@ public with sharing class SummitEventsShared {
         return pickList;
     }
 
+    // Test to see if person accounts are enabled.
+    public static Boolean personAccountsEnabled()
+    {
+        return Schema.SObjectType.Account.fields.getMap().containsKey( 'isPersonAccount' );
+    }
+
     //Method to test object and field availability for current user (Guest user)
     public static String checkFieldGuestAccess(String objectApiName, String fieldName, String requiredFieldType, Boolean testCreatable, String qualifierLabel) {
         String returnError = '';

force-app/main/default/flexipages/Summit_Events_Record_Page.flexipage-meta.xml

@@ -91,6 +91,16 @@
                 <identifier>record_item_005</identifier>
             </fieldInstance>
         </itemInstances>
+        <itemInstances>
+            <fieldInstance>
+                <fieldInstanceProperties>
+                    <name>uiBehavior</name>
+                    <value>none</value>
+                </fieldInstanceProperties>
+                <fieldItem>Record.Use_Matching_for_Guest_Registrations__c</fieldItem>
+                <identifier>RecordUse_Matching_for_Guest_Registrations__cField</identifier>
+            </fieldInstance>
+        </itemInstances>
         <name>Facet-cb142f92-98ca-47b5-b688-5a65a1518288</name>
         <type>Facet</type>
     </flexiPageRegions>
@@ -2384,6 +2394,34 @@
         <name>Facet-57eb38be-3210-48bd-8fee-0f9c6d7bd56c</name>
         <type>Facet</type>
     </flexiPageRegions>
+    <flexiPageRegions>
+        <itemInstances>
+            <fieldInstance>
+                <fieldInstanceProperties>
+                    <name>uiBehavior</name>
+                    <value>none</value>
+                </fieldInstanceProperties>
+                <fieldItem>Record.Use_Matching_for_Guest_Registrations__c</fieldItem>
+                <identifier>RecordUse_Matching_for_Guest_Registrations_cField</identifier>
+            </fieldInstance>
+        </itemInstances>
+        <name>Facet-514308ce-1507-4296-99b2-0e45ac514a1f</name>
+        <type>Facet</type>
+    </flexiPageRegions>
+    <flexiPageRegions>
+        <itemInstances>
+            <componentInstance>
+                <componentInstanceProperties>
+                    <name>body</name>
+                    <value>Facet-514308ce-1507-4296-99b2-0e45ac514a1f</value>
+                </componentInstanceProperties>
+                <componentName>flexipage:column</componentName>
+                <identifier>flexipage_column5</identifier>
+            </componentInstance>
+        </itemInstances>
+        <name>Facet-d418ff69-6281-4da5-a203-16d51050c2fe</name>
+        <type>Facet</type>
+    </flexiPageRegions>
     <flexiPageRegions>
         <itemInstances>
             <fieldInstance>
@@ -2476,6 +2514,88 @@
         <name>Facet-514adf7f-50da-4869-8bfa-25344d64cd70</name>
         <type>Facet</type>
     </flexiPageRegions>
+    <flexiPageRegions>
+        <itemInstances>
+            <fieldInstance>
+                <fieldInstanceProperties>
+                    <name>uiBehavior</name>
+                    <value>none</value>
+                </fieldInstanceProperties>
+                <fieldItem>Record.Person_Matching_Rules__c</fieldItem>
+                <identifier>RecordPerson_Matching_Rules_cField</identifier>
+            </fieldInstance>
+        </itemInstances>
+        <itemInstances>
+            <fieldInstance>
+                <fieldInstanceProperties>
+                    <name>uiBehavior</name>
+                    <value>none</value>
+                </fieldInstanceProperties>
+                <fieldItem>Record.Person_Creation_Duplicate_Rule__c</fieldItem>
+                <identifier>RecordPerson_Creation_Duplicate_Rule_cField</identifier>
+            </fieldInstance>
+        </itemInstances>
+        <itemInstances>
+            <fieldInstance>
+                <fieldInstanceProperties>
+                    <name>uiBehavior</name>
+                    <value>none</value>
+                </fieldInstanceProperties>
+                <fieldItem>Record.Custom_Metadata_Person_Matching_Method__c</fieldItem>
+                <identifier>RecordCustom_Metadata_Person_Matching_Method_cField</identifier>
+            </fieldInstance>
+        </itemInstances>
+        <name>Facet-ac8e3d0b-870a-4b48-a3b5-52fd82d4ebd9</name>
+        <type>Facet</type>
+    </flexiPageRegions>
+    <flexiPageRegions>
+        <itemInstances>
+            <fieldInstance>
+                <fieldInstanceProperties>
+                    <name>uiBehavior</name>
+                    <value>none</value>
+                </fieldInstanceProperties>
+                <fieldItem>Record.Person_Matching_No_Match_Behavior__c</fieldItem>
+                <identifier>RecordPerson_Matching_No_Match_Behavior_cField</identifier>
+            </fieldInstance>
+        </itemInstances>
+        <itemInstances>
+            <fieldInstance>
+                <fieldInstanceProperties>
+                    <name>uiBehavior</name>
+                    <value>none</value>
+                </fieldInstanceProperties>
+                <fieldItem>Record.Person_Matching_Multiple_Match_Behavior__c</fieldItem>
+                <identifier>RecordPerson_Matching_Multiple_Match_Behavior_cField</identifier>
+            </fieldInstance>
+        </itemInstances>
+        <name>Facet-0cab5c79-911b-4bd1-a8ac-25bfa23229eb</name>
+        <type>Facet</type>
+    </flexiPageRegions>
+    <flexiPageRegions>
+        <itemInstances>
+            <componentInstance>
+                <componentInstanceProperties>
+                    <name>body</name>
+                    <value>Facet-ac8e3d0b-870a-4b48-a3b5-52fd82d4ebd9</value>
+                </componentInstanceProperties>
+                <componentName>flexipage:column</componentName>
+                <identifier>flexipage_column3</identifier>
+            </componentInstance>
+        </itemInstances>
+        <itemInstances>
+            <componentInstance>
+                <componentInstanceProperties>
+                    <name>body</name>
+                    <value>Facet-0cab5c79-911b-4bd1-a8ac-25bfa23229eb</value>
+                </componentInstanceProperties>
+                <componentName>flexipage:column</componentName>
+                <identifier>flexipage_column4</identifier>
+            </componentInstance>
+        </itemInstances>
+        <name>Facet-b0202753-acc5-45d9-aba9-87e527f49ad9</name>
+        <type>Facet</type>
+    </flexiPageRegions>
     <flexiPageRegions>
         <itemInstances>
             <fieldInstance>
@@ -2569,6 +2689,24 @@
         <type>Facet</type>
     </flexiPageRegions>
     <flexiPageRegions>
+        <itemInstances>
+            <componentInstance>
+                <componentInstanceProperties>
+                    <name>columns</name>
+                    <value>Facet-d418ff69-6281-4da5-a203-16d51050c2fe</value>
+                </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>horizontalAlignment</name>
+                    <value>false</value>
+                </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>label</name>
+                    <value>Guest Registration Matching</value>
+                </componentInstanceProperties>
+                <componentName>flexipage:fieldSection</componentName>
+                <identifier>flexipage_fieldSection3</identifier>
+            </componentInstance>
+        </itemInstances>
         <itemInstances>
             <componentInstance>
                 <componentInstanceProperties>
@@ -2587,6 +2725,24 @@
                 <identifier>flexi_field_sec_22</identifier>
             </componentInstance>
         </itemInstances>
+        <itemInstances>
+            <componentInstance>
+                <componentInstanceProperties>
+                    <name>columns</name>
+                    <value>Facet-b0202753-acc5-45d9-aba9-87e527f49ad9</value>
+                </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>horizontalAlignment</name>
+                    <value>false</value>
+                </componentInstanceProperties>
+                <componentInstanceProperties>
+                    <name>label</name>
+                    <value>Person Account Matching</value>
+                </componentInstanceProperties>
+                <componentName>flexipage:fieldSection</componentName>
+                <identifier>flexipage_fieldSection2</identifier>
+            </componentInstance>
+        </itemInstances>
         <itemInstances>
             <componentInstance>
                 <componentInstanceProperties>
@@ -3091,7 +3247,7 @@
                 </componentInstanceProperties>
                 <componentInstanceProperties>
                     <name>title</name>
-                    <value>Contact &amp; Lead Matching</value>
+                    <value>Registration Matching</value>
                 </componentInstanceProperties>
                 <componentName>flexipage:tab</componentName>
                 <identifier>flex_tab_17</identifier>

force-app/main/default/layouts/Summit_Events_Registration__c-Summit Events Registration Default Layout.layout-meta.xml

@@ -15,6 +15,10 @@
                 <behavior>Edit</behavior>
                 <field>Contact__c</field>
             </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Person_Account__c</field>
+            </layoutItems>
             <layoutItems>
                 <behavior>Edit</behavior>
                 <field>Lead__c</field>
@@ -122,10 +126,6 @@
                 <behavior>Readonly</behavior>
                 <field>UG_Parking_Pass_Link__c</field>
             </layoutItems>
-            <layoutItems>
-                <behavior>Readonly</behavior>
-                <field>Registrant_Id_QR_Code__c</field>
-            </layoutItems>
         </layoutColumns>
         <layoutColumns>
             <layoutItems>
@@ -250,6 +250,10 @@
                 <behavior>Edit</behavior>
                 <field>New_Lead_Created__c</field>
             </layoutItems>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>New_Person_Account_Created__c</field>
+            </layoutItems>
             <layoutItems>
                 <behavior>Edit</behavior>
                 <field>Matching_Log__c</field>
@@ -349,10 +353,6 @@
                 <behavior>Edit</behavior>
                 <field>Registrant_Date_of_Birth__c</field>
             </layoutItems>
-            <layoutItems>
-                <behavior>Edit</behavior>
-                <field>Registrant_Date_of_Birth_Text__c</field>
-            </layoutItems>
             <layoutItems>
                 <behavior>Edit</behavior>
                 <field>Registrant_Gender__c</field>
@@ -806,7 +806,7 @@
     <showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
     <showSubmitAndAttachButton>false</showSubmitAndAttachButton>
     <summaryLayout>
-        <masterLabel>00hDd000000XLcS</masterLabel>
+        <masterLabel>00h6t000003YwxN</masterLabel>
         <sizeX>4</sizeX>
         <sizeY>0</sizeY>
         <summaryLayoutStyle>Default</summaryLayoutStyle>

force-app/main/default/layouts/Summit_Events__c-Summit Event Default Layout.layout-meta.xml

@@ -2,6 +2,7 @@
 <Layout xmlns="http://soap.sforce.com/2006/04/metadata">
     <excludeButtons>ChangeOwnerOne</excludeButtons>
     <excludeButtons>ChangeRecordType</excludeButtons>
+    <excludeButtons>OpenSlackRecordChannel</excludeButtons>
     <excludeButtons>PrintableView</excludeButtons>
     <excludeButtons>Share</excludeButtons>
     <excludeButtons>Submit</excludeButtons>
@@ -704,6 +705,10 @@
         <editHeading>true</editHeading>
         <label>Contact Matching</label>
         <layoutColumns>
+            <layoutItems>
+                <behavior>Edit</behavior>
+                <field>Use_Matching_for_Guest_Registrations__c</field>
+            </layoutItems>
             <layoutItems>
                 <behavior>Edit</behavior>
                 <field>Contact_Matching_Rules__c</field>
@@ -807,11 +812,6 @@
     </miniLayout>
     <platformActionList>
         <actionListContext>Record</actionListContext>
-        <platformActionListItems>
-            <actionName>Edit</actionName>
-            <actionType>StandardButton</actionType>
-            <sortOrder>0</sortOrder>
-        </platformActionListItems>
         <platformActionListItems>
             <actionName>Delete</actionName>
             <actionType>StandardButton</actionType>
@@ -822,6 +822,11 @@
             <actionType>StandardButton</actionType>
             <sortOrder>2</sortOrder>
         </platformActionListItems>
+        <platformActionListItems>
+            <actionName>Edit</actionName>
+            <actionType>StandardButton</actionType>
+            <sortOrder>0</sortOrder>
+        </platformActionListItems>
     </platformActionList>
     <relatedLists>
         <fields>NAME</fields>
@@ -895,7 +900,7 @@
     <showRunAssignmentRulesCheckbox>false</showRunAssignmentRulesCheckbox>
     <showSubmitAndAttachButton>false</showSubmitAndAttachButton>
     <summaryLayout>
-        <masterLabel>00h6t000003YwxO</masterLabel>
+        <masterLabel>00h8N000007w9nU</masterLabel>
         <sizeX>4</sizeX>
         <sizeY>0</sizeY>
         <summaryLayoutStyle>Default</summaryLayoutStyle>

force-app/main/default/objects/Contact/Contact.object-meta.xml

@@ -0,0 +1,2 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata"></CustomObject>

force-app/main/default/objects/Summit_Events_Person_Matching_Mapping__mdt/Summit_Events_Person_Matching_Mapping__mdt.object-meta.xml

@@ -0,0 +1,6 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomObject xmlns="http://soap.sforce.com/2006/04/metadata">
+    <label>Summit Events Person Matching Mapping</label>
+    <pluralLabel>Summit Events Person Matching Mappings</pluralLabel>
+    <visibility>Public</visibility>
+</CustomObject>

force-app/main/default/objects/Summit_Events_Person_Matching_Mapping__mdt/fields/Matching_Only__c.field-meta.xml

@@ -0,0 +1,10 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Matching_Only__c</fullName>
+    <defaultValue>false</defaultValue>
+    <description>Only select if this is to be used in a matching rule, but value should not be added to the Person Account record.</description>
+    <fieldManageability>DeveloperControlled</fieldManageability>
+    <inlineHelpText>Only select if this is to be used in a matching rule, but value should not be added to the Person Account record.</inlineHelpText>
+    <label>Matching Only</label>
+    <type>Checkbox</type>
+</CustomField>

force-app/main/default/objects/Summit_Events_Person_Matching_Mapping__mdt/fields/Person_Account_Field_API_Name__c.field-meta.xml

@@ -0,0 +1,11 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<CustomField xmlns="http://soap.sforce.com/2006/04/metadata">
+    <fullName>Person_Account_Field_API_Name__c</fullName>
+    <externalId>false</externalId>
+    <fieldManageability>SubscriberControlled</fieldManageability>
+    <label>Person Account Field API Name</label>
+    <length>255</length>
+    <required>true</required>
+    <type>Text</type>
+    <unique>false</unique>
+</CustomField>