SalesForce Duplicate Checking

Added: August 29, 2016

SalesForce integration gives you the option to either discard a duplicate entry or to update the existing record with new values.


Standard Matching Rules


By default, the integration uses SalesForce’s standard matching rules to identify whether a record already exists in your SalesForce account.


Standard Contact and Lead Matching Rules

Standard Account Matching Rules


If upon creation of a record SalesForce returns a duplicate error, JotForm will try to find the original record and update it with the new values (if found).


Search Parameters


JotForm uses the following values as parameters when looking for the original record to update:


For accounts:

1. Full Name

2. [Billing Address] City

3. [Billing Address] Postal Code




For contacts and leads:

1. Full Name

2. Email


duplicate_contact_salesforce.png


It is imperative that your form contains these fields and that they are matched to corresponding SalesForce fields.


Summary


In summary, here is how exactly Duplicate Checking works:


  1. 1. User submits the form

  2. 2. JotForm sends the values to SalesForce

  3. 3. If SalesForce detects duplicity (using the standard matching rules), JotForm will be notified

  4. 4. If "Update Existing Entry" is selected, JotForm finds the original record using search parameters for the corresponding record type

  5. 5. JotForm attempts to update this record





1 Comment...


   
aciresi (August 30, 2016 at 11:32 AM)

I still cannot get this to work. I have it exactly mapped with a simple Name to Account Name and Address to Billing Address. I am trying to update two fields on my account object instance with no luck.

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