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SalesForce Fields

jasonl

Member
How do I map additional fields to SalesForce? I only see like 14 fields that can be mapped to SalesForce.

Also, is it possible to look for a lead and if a match isn't found, then create a new lead instead of just creating a new lead which will cause duplicates.
 

ArshilAhmad

Moderator
Staff member
How do I map additional fields to SalesForce? I only see like 14 fields that can be mapped to SalesForce.
Could you please elaborate a bit more on this query?

Also, is it possible to look for a lead and if a match isn't found, then create a new lead instead of just creating a new lead which will cause duplicates.
Yes, it is possible. Just follow the steps given below:
  1. To search for an existing lead, use the Salesforce: Search Record action step.
  2. Add a Filter to your workflow to filter out existing leads.
  3. Set up Salesforce: Create Lead as the action event to create new leads.
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