SalesForce integration: Discard a duplicate entry or update the existing record.

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    phomatrix
    Asked on June 17, 2021 at 11:54 AM

    In the current Jotform Integration I am running into some questions regarding the two options/feature below:

    • Find a Record > Create if doesn't exist
    • When I set the "Create if doesn't exist" checkbox to True, I don't see any new records being created in my Salesforce if a Record is not found.
    • Create or Update a Record and "Update if existing record is found" is checked/true
    • I notice this feature only does one or the other (Update Record or Create Record).
    • If a Record is found, do the update.
    • If no record is found, do nothing. It doesn't create the record.

    What I am trying to accomplish is below. I don't see anyway of doing this logic even though the wording on the features above read like it should do this logic.

    1. Find a record in Salesforce based on a Unique ID
    2. If the Record is found, update the record
    3. If the Record is not found, create the record


    Form for review: https://www.jotform.com/build/211455906971057

  • Profile Image
    Amin_N
    Answered on June 17, 2021 at 06:49 PM

    Hi there,

    "Find a record in Salesforce based on a Unique ID"

    You can achieve what your after by adding the UNIQUE ID WIDGET widget to the form and using it in the integration as the matching criteria to check for duplicate entries as shown below.

    1623969647_60cbcf6f0cae3_

    This way, if the value of the UNIQUE ID widget matches the other field value in SalesForce, no new records will be created and the they will be updated instead.

    Related guide: Salesforce-duplicate-checking

    Should you have any further inquiries, we will be more than happy to help.