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Best answer

How do I find a Salesforce Contact by email and last name using SOQL?

K

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

 

Best answer by Liz_Roberts

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:

Kent wrote:

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.

 

View original
Did this topic help you find an answer to your question?

20 replies

Liz_Roberts
Forum|alt.badge.img+8
  • Liz_RobertsZapier Staff
  • Zapier Staff
  • 1366 replies
  • Answer
  • June 4, 2020

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:

Kent wrote:

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.

 

andywingrave
1 person likes this
  • andywingrave
    andywingrave
Kent
  • Kent
  • New
  • 1 reply
  • March 8, 2023

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.

jesse
1 person likes this
  • jesse
    jesse
C
  • CauseMicBeginner
  • Beginner
  • 1 reply
  • December 2, 2020

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!

M
1 person likes this
  • M
    mmcdonald
nicksimard
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  • nicksimardZapier Staff
  • Zapier Staff
  • 2115 replies
  • January 25, 2021

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:

 

tori.phillips
1 person likes this
  • tori.phillips
    tori.phillips
JammerS
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  • JammerSZapier Staff
  • Zapier Staff
  • 2649 replies
  • October 10, 2022

Hi @Shanks 

 

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

S
1 person likes this
  • S
    Shanks
JammerS
Forum|alt.badge.img+6
  • JammerSZapier Staff
  • Zapier Staff
  • 2649 replies
  • July 1, 2022

Hi @cdwyer 

 

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

cdwyer
1 person likes this
  • cdwyer
    cdwyer
tori.phillips

I would like to be added to this feature request as well. 

Tori Phillips
JammerS
Forum|alt.badge.img+6
  • JammerSZapier Staff
  • Zapier Staff
  • 2649 replies
  • January 16, 2023

Hi @ASAoperations 

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

A
Forum|alt.badge.img+1

Please also add me to this feature request. Thanks!

JammerS
Forum|alt.badge.img+6
  • JammerSZapier Staff
  • Zapier Staff
  • 2649 replies
  • October 26, 2022

Hi @ZapSolar 

 

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

Z
  • ZapSolarBeginner
  • Beginner
  • 3 replies
  • October 25, 2022

Please add me as interested in this feature request

S
  • Shanks
  • New
  • 1 reply
  • October 8, 2022

Please add me to this feature request as well. 

 

And thanks for the notes on the workaround as well 

cdwyer
Forum|alt.badge.img
  • cdwyerTinkerer
  • Tinkerer
  • 12 replies
  • July 1, 2022

@jammer.solijon perfect, thanks so much! 👍

cdwyer
Forum|alt.badge.img
  • cdwyerTinkerer
  • Tinkerer
  • 12 replies
  • June 30, 2022

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.

G
  • Germain
  • New
  • 1 reply
  • January 17, 2021

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

steph.n
Forum|alt.badge.img+8
  • steph.nBuilder
  • Builder
  • 899 replies
  • December 7, 2020

Hi @CauseMic - Added. Thank you!

Danvers
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  • DanversZapier Staff
  • Zapier Staff
  • 3731 replies
  • November 19, 2020

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

F
  • finnsta
  • New
  • 1 reply
  • November 18, 2020

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

Thanks

Fin

Liz_Roberts
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  • Liz_RobertsZapier Staff
  • Zapier Staff
  • 1366 replies
  • September 15, 2020

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!

M
  • MCFAdmin
  • New
  • 1 reply
  • September 7, 2020

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

Is there a workaround for this?

Reply


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