Update a custom object in Salesforce

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    Katie Bloomfield
    Asked on October 12, 2021 at 10:11 PM

    Hi there! If I want to create a record on a custom object in Salesforce using Jotform, will Jotform look for an existing Contact record to connect the new record to? Or does this only work for new Contacts? For example, I want Jane Smith to complete a survey every quarter, can I use Jotform to create a new survey record every quarter and connect it to Jane's existing Contact record?
    I'm doing a demo for a potential client this afternoon and would love to confirm that this solution will work for them if at all possible. Sorry, couldn't find my answer in your documentation.
    Thank you!

    This is a re-post of a comment on SalesForce Duplicate Checking

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    Answered on October 13, 2021 at 01:53 AM

    That can be done even with custom objects.

    Within the integration, select Find a record as the action, then specify your matching parameters then the data to be updated.