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    Does Salesforce has an option to create new contact or update existing?

    Asked by shadowcliff on June 16, 2015 at 08:04 AM

    Hi.

    Is there any way to add criteria in the integration that tells Salesforce whether to create a new contact or to add information to an existing contact?

    Thanks,

    Becki



    This is a re-post of a comment on Flexible Data Integration With Salesforce

    create thanks information OR
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    Answered by Carina on June 16, 2015 at 10:57 AM

    From my tests every new submission will create a new contact. As an alternative you can create an auto-responder email and add an edit link to the email:

    Let us know if we can assist you further.   

     

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    JotForm Support

    Answered by NeilVicente on June 15, 2016 at 05:36 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,