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Best answer

Find or Create Record action for SalesForce does not show up in my dropdown when picking an Event.

  • July 13, 2022
  • 2 replies
  • 50 views
P

@Troy Tessalone  In previous posts, I saw your suggestion to use the Find or Create Record action for SalesForce to prevent creating duplicate records. However, this does not show up in my dropdown when picking an Event. I only see the Find OR Create in two separate actions. Please help!

Best answer by Troy Tessalone

Hi @PrecisionIBC 

Good question.

Try using the Salesforce Find Record Zap action, and at the bottom check the checkbox to Create Record.

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • Answer
  • July 13, 2022

Hi @PrecisionIBC 

Good question.

Try using the Salesforce Find Record Zap action, and at the bottom check the checkbox to Create Record.

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
    P
    • PrecisionIBCBeginner
    • Author
    • Beginner
    • July 13, 2022

    Brilliant, thank you for the help

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