Can I conditionally create a record inside salesforce?

  • True Wealth Advisors
    Asked on October 17, 2021 at 6:43 AM

    Can I conditionally create a record inside salesforce?
    For instance, I want to create 2 records inside salesforce after form submission
    and the form has a checkbox field,
    -> if that's true then create 2 records,
    -> else if that's false then create a single record

  • roneet
    Replied on October 17, 2021 at 7:47 AM

    Unfortunately, it is not possible to send submissions to SalesForce based on conditions.

    May we have more information on the condition that you are trying to set? What is the form in question?

    Would you be creating two same records in SalesForce or different fields would be targeted based on the conditions?

    Looking forward to your response.

    Thanks.

  • True_Wealth
    Replied on October 17, 2021 at 8:10 AM

    Thanks for the answer Roneet.

    Actually, I wanna create 2 records.

    we are actually capturing filled-in user information and can have co-applicant information with it.

    I have created a conditional section in the form, which actually renders on the selection of a checkbox.

    If that checkbox is selected then only I have to create 2 records otherwise only a main record of the applicant.

    Well for this I'm gonna make use of webhook and will create the rest resource inside salesforce to insert the data accordingly.

    Also, there is a workaround to use zap, there we have an option to set those types of conditions.

  • roneet
    Replied on October 17, 2021 at 8:31 AM

    Glad to know that you find another alternative.

    Let us know if you have any further queries.

    Thanks.