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I am matching instagram engagement (accounts who tag our account) to Salesforce CRM data where we have record of our customers’ instagram URLs. 
 

I am trying to format the instagram username (just a name - example: ‘BobsWidgets’) in a way that will match with the SF CRM field (which is a URL - example: ‘www.instagram.com/BobsWidgets’). I need to either :

 

  1. reformats the username into a full URL before searching the CRM field
  2. search the SF CRM field with a “contains” function.

My preference is number 2, but I don’t think zapier allows to search a field by contains. Any ideas how to accomplish? 
 

(Note - I know I could change the formatting in the Salesforce side but I’d like to avoid doing that as we have a very curated account view for our sales team).

Hi there @Nchoma,

Welcome to the Community! 🎉

I did some digging into this, and it seems like the “Find Record” action for Salesforce doesn’t allow for “fuzzy” search. However, we do have an open feature request for this exact functionality. I have added you as another interested member to the feature request. That does a few things:

  • Bring this to the attention of the integration developers
  • Help 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 ETA on when this feature might be implemented, we will notify you via email if it is!

In the meantime, you can try this workaround to convert the Instagram username into a full URL. Here’s how:

  1. Add a Text in Formatter step.
  2. Choose the “Replace” function.
  3. Here’s a screenshot of the Text in Formatter - Replace setup:
    5806872203b5e67c18419dd9f20964bc.png
    (view larger)
     
  4. The output of the Formatter step:
    ad20438f1484432a228bf8e535793140.png
    (view larger)
     
  5. Finally, you can map the output of the Formatter step to the “Search Value” field in the “Find Record” step.

Hopefully, this helps.

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