Use this playbook to connect mobile access to an existing person profile.
Before you start
- Act as
- Operations, then the invited person
- Starting state
- An uninvited person profile with a usable email
Run the scenario
- 1OperationsTrailhead · Guides · Guide detail
Confirm the email and send the invitation.
Expected evidence
The existing record shows an active invitation state.
- 2GuideTrailhead invitation · Mobile sign-in
Open the invitation and sign in with the invited identity.
Expected evidence
Trailhead opens against the existing person profile and does not add a second entry to the Guides list.
Scenario completed
The signed-in identity is linked to the existing person profile.
- Invitation
- Not sent→Active
- Mobile identity
- Unlinked→Linked
If it does not match
- If no invitation arrives, confirm the email on the person profile.
- If the link has expired or was consumed, send a new invitation from the same guide detail.