[Salesforce] - Conditionally creating a contact in Salesforce from Spreadsheet
Hello, I want to conditionally create a Contact within Salesforce. I was wondering if you can instruct me on how to make a compound and/or statement to do so or if I need to do two seperate searches on the Contact information and do it that way. I want to create a contact in two different conditions listed below:
Create a contact if a search of the Salesforce Contacts I've already created doesn't come up with a match on the full name input from the spreadsheet.
Create a Contact if a match is found on the full name, but the email entered doesn't match any contacts with that name already created by me in Salesforce.
Best Answer
A
Adam Goh
said
almost 9 years ago
Hi Doug,
Great question! Would be happy to help you in detail.
For a single Conditional action with multiple conditions, check out this article on how this can be done and how it should look like.
From what you mentioned, if you need to check the value from both spreadsheet and Salesforce, then yes you will need to have multiple searches.
The logic will probably look similar to this:
You can also check out this article on how you can perform search on Google Sheets from this article. Does this answer fits your criteria?
Answer
Adam Goh
said
almost 9 years ago
Hi Doug,
Great question! Would be happy to help you in detail.
For a single Conditional action with multiple conditions, check out this article on how this can be done and how it should look like.
From what you mentioned, if you need to check the value from both spreadsheet and Salesforce, then yes you will need to have multiple searches.
The logic will probably look similar to this:
You can also check out this article on how you can perform search on Google Sheets from this article. Does this answer fits your criteria?
Doug Nelson
[Salesforce] - Conditionally creating a contact in Salesforce from Spreadsheet
Hi Doug,
Great question! Would be happy to help you in detail.
For a single Conditional action with multiple conditions, check out this article on how this can be done and how it should look like.
From what you mentioned, if you need to check the value from both spreadsheet and Salesforce, then yes you will need to have multiple searches.
The logic will probably look similar to this:
You can also check out this article on how you can perform search on Google Sheets from this article.
Does this answer fits your criteria?
Adam Goh
Hi Doug,
Great question! Would be happy to help you in detail.
For a single Conditional action with multiple conditions, check out this article on how this can be done and how it should look like.
From what you mentioned, if you need to check the value from both spreadsheet and Salesforce, then yes you will need to have multiple searches.
The logic will probably look similar to this:
You can also check out this article on how you can perform search on Google Sheets from this article.
Does this answer fits your criteria?