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

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!

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Best answer by Troy Tessalone 13 July 2022, 20:47

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Troy Tessalone
Userlevel 7
Badge +14

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 | Premier Certified Zapier Expert | #1 Zapier Community Contributor
P

Brilliant, thank you for the help

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