Hi there. We're having issues with creating a record vs updating a record if someone fills out the same form twice. In other words If "user a" filled the form twice we have two instances of "user a" instead of merging them. Is there a solution to this?
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Salesforce Creation vs Updating
- Thread starter solace
- Start date
Hi @solace,
To achieve this use case, you can add a Router to your workflow with two routes. Route 1 will allow you to create new records if they don't already exist in your Salesforce account. Route 2 will be used to update contacts that already exist in your Salesforce account.
Sharing this workflow for reference. You can make changes to your workflow in a similar manner.
connect.pabbly.com
To achieve this use case, you can add a Router to your workflow with two routes. Route 1 will allow you to create new records if they don't already exist in your Salesforce account. Route 2 will be used to update contacts that already exist in your Salesforce account.
Sharing this workflow for reference. You can make changes to your workflow in a similar manner.
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