Hi all,
When processing Eventbrite entries to Salesforce, I want to prevent that duplicate Accounts/Contacts are created. How do I put this in the recipe?
1. Do a Salesforce search. Look for a match between Eventbrite email address and Salesforce email address
2. If there is a match. Pick only one (there might be more)
3. And then? Collect the ContactID (how?) and execute actions?
4. If there is no match, create contact
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Arjan Oldenkamp
Prevent duplicates in Salesforce
Hi all,
When processing Eventbrite entries to Salesforce, I want to prevent that duplicate Accounts/Contacts are created. How do I put this in the recipe?
1. Do a Salesforce search. Look for a match between Eventbrite email address and Salesforce email address
2. If there is a match. Pick only one (there might be more)
3. And then? Collect the ContactID (how?) and execute actions?
4. If there is no match, create contact