Salesforce Integration: update existing records

  • Jessica
    Asked on April 5, 2018 at 5:07 PM

    We are planning to integrate a form with Salesforce and have a few questions:


    1. Can we choose which field to use as the Primary key when updating existing records?

    2. Are existing records automatically updated in Salesforce when the user submits information? Or is there some sort of merging process that would happen on the Salesforce side?


    Thanks,

    Jessica

  • Victoria_K
    Replied on April 5, 2018 at 5:45 PM

    1. Can we choose which field to use as the Primary key when updating existing records?

    Unfortunately, no. You can check the rules which are used to define duplicates here:

    SalesForce-Duplicate-Checking

    2. Are existing records automatically updated in Salesforce when the user submits information? Or is there some sort of merging process that would happen on the Salesforce side?

    The data are updated when the user hits "Submit". But, you can choose if the contact/lead should be updated or not:

    1522964674screenshotjlbs1 Screenshot 10

    Hope this helps. But, do not hesitate to get back to us if you need further assistance.