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Best answer

Find a record in Salesforce - search by multiple fields

K
Userlevel 1

hi - 

I simply want to Find a Record in Salesforce by  a Contact’s email address AND Last Name. But the “Field To Search By” only allows 1 field. Can this be solved with a SOQL query? If, so how would it be written? thanks

 

icon

Best answer by Liz_Roberts 4 June 2020, 22:25

View original

19 replies

Liz_Roberts
Rank
Userlevel 7
Badge +8

Hi @Kim S ,

Thanks for reaching out!

I see that you worked with Jared in Support on this question and, as it’s not yet possible in Zapier to search by multiple criteria for the Salesforce record, they have added you to an existing feature request.

This does a few things:

- Bring this to the attention of the developers
- Helps track interest in this feature being implemented
- Allows us to notify you via email if this feature becomes available in the future

While I don't have an estimate on when this might be added, we will definitely notify you via email if it is.

I know that is not the answer you were hoping for, but please let us know if you have any additional questions!

In the meantime, here is a suggested workaround from one of our Community members:

Here is a workaround I have found.

Create a formula field that concatenates two or more fields you wish to search by in Salesforce. This replicates searching for multiple fields in Zapier.

 

M

Has this been fixed? Can you add me to the existing feature request as well. 

Is there a workaround for this?

Liz_Roberts
Rank
Userlevel 7
Badge +8

Hi @MCFAdmin ,

I have added you to this existing feature request! 

I see that some users have gotten around this by using paths with a Filter step to check if the Find Record search returned anything. I’m not sure if that fits with your workflow but hopefully it is an option!

F

Hi Liz, Please add me to the existing feature request.

Thanks

Fin

Danvers
Userlevel 7
Badge +12

Hi @finnsta, I’ve added you as an interested user on that feature request. Thanks!

C
Userlevel 1

Hello! Could you please add me to the feature request @Liz_Roberts ? This is a major request for our clients that use Zapier to integrate with Salesforce. 


Thank you!

steph.n
Userlevel 7
Badge +8

Hi @CauseMic - Added. Thank you!

G

Can you add me also, this is a must have to integrate with Salesforce and avoid to have duplicates. Teh use case is simple, i have many contacts and i need to Find Record according to First name, last name, company name, and maybe other fields

nicksimard
Userlevel 7
Badge +11

Hi @Germain (and everyone else on this thread). We have another thread on this topic and one of our most active members proposed a solution:

In that reply he links to this help doc: https://zapier.com/help/doc/tips-and-tricks-salesforce-triggers-and-actions#using-the-find-object-by-query-search.

Does this help:

 

cdwyer
Userlevel 1
Badge

Hi all, could I be added to this feature request as well? We have a pretty common need for multiple criteria to be met; a single filter is a bit limiting. Also need to be able to return multiple records based on those criteria, not just a single record—ie, the Find Record(s) action.

jammer.solijon
Userlevel 6
Badge +3

Hi @cdwyer 

 

I’ve added you to this feature request. We’ll update you via email once available. Thanks!

jammer․solijon
cdwyer
Userlevel 1
Badge

@jammer.solijon perfect, thanks so much! 👍

S

Please add me to this feature request as well. 

 

And thanks for the notes on the workaround as well 

jammer.solijon
Userlevel 6
Badge +3

Hi @Shanks 

 

I’ve added your vote for this feature request. We’ll update you via email once available. Thanks!

jammer․solijon
Z

Please add me as interested in this feature request

jammer.solijon
Userlevel 6
Badge +3

Hi @ZapSolar 

 

I’ve added your vote for this feature request. We’ll email you once an update is available. Thanks!

jammer․solijon
A
Userlevel 1
Badge +1

Please also add me to this feature request. Thanks!

jammer.solijon
Userlevel 6
Badge +3

Hi @ASAoperations 

I’ve added your vote for this feature request, and we’ll notify you via email once it’s available. Thanks!

jammer․solijon
Kent
Userlevel 1

Here is a workaround I have found.

Create a formula field that concatenates two or more fields you wish to search by in Salesforce. This replicates searching for multiple fields in Zapier.

Reply


Hi there!

My name is Lisa Orr and I’m a product manager at Zapier. We recently launched App Extensions a new tool that lets you build a custom action in the Editor.

We’re looking for users to join the App Extensions beta program, so if you want to learn more about building custom actions that fit exactly what you need, let’s chat.

Schedule time with me

I want to hear from you!

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