Look Up an Existing Salesforce Record 


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Introduction

There may be times when you want to look up an existing Salesforce record in your connector. This can be useful if you are not planning on updating a record, but would still like to reference the ID of the record later in your connector.


Video Tutorial

This video discusses how to create a lookup in your Salesforce connector. The logic discussed in the video can be useful when looking up a record, or when updating a record, since each update step also begins with a lookup.

Please note: Salesforce long text fields are not discussed in the video, but they currently cannot be used in a query or lookup.


Avoid Matching Blank Fields in Salesforce

There may be times when it is useful to create a lookup that ignores blank fields in Salesforce. For example, if you are conducting a lookup by email, and a respondent leaves the email field blank, that will match with any blank email fields on the Salesforce side.

To avoid this, you will need to add an additional condition to your lookup that says "does not equal null" in order to avoid matching with blank records. Please see the image below for what this setup would look like:

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