Salesforce Integration: update existing records

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    Jessica 
    Asked on April 05, 2018 at 05:07 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

  • Profile Image
    Victoria_K
    Answered on April 05, 2018 at 05:45 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.png

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