Saleforce: Update existing records instead of adding a new one

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    RobHampton
    Asked on August 21, 2014 at 02:31 PM
    Also (sorry for all the add on's), is there a way to have records UPDATE existing records in salesforce.com vs. only adding a new one (which can create dupes)?
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    Welvin
    Answered on August 21, 2014 at 02:39 PM

    Hi,

    Unfortunately, I don't think there's one. The integration creates a new lead for every submission even though the same information is submitted.

    Thank you!

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    RobHampton
    Answered on August 21, 2014 at 02:41 PM

    This would be a good enhancement idea. I know it is possible...

     

    thanks.

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    Welvin
    Answered on August 21, 2014 at 03:05 PM

    Let me forward this thread to our developers as a feature request. Unfortunately, we can't promise any timeframe for this. If updates are made, you should be notified via this thread.

    Thank you!

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    Kristen Speth 
    Answered on June 08, 2016 at 11:08 AM

    Do you know if this was implemented or is it close to being implemented?

     

    Kristen

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    NeilVicente
    Answered on June 15, 2016 at 05:35 AM

    Hi,

    Sorry for the late update, but we'd like to inform you that this is now available.

    Select "Update Existing Entry" in the Duplicate Check options to enable it.

    Please do note that it works by cross-checking the user's email with the existing record.

    Let us know if you have any questions or concerns.

    Warm regards,