Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Hi all,

 

Can anyone advise if there is a way to allow for a partial match in the “Find Record in Salesforce” action?  In this instance I am trying to search for an existing opportunity by part of the name (a unique number that we use to distinguish projects in a proposal-generation system) and update its status (or create a new opportunity if not found).  Searching by just the number that makes up part of the name doesn’t return any results, but if I search for the entire name, it finds the opportunity no problem.  I also don’t appear to be able to use wildcards in the “Find Record in Salesforce" action either.  In Salesforce itself, searching by partial match finds the records without issue, so I’m not sure how the Zapier search differs.

I have tested the “Find Record by Query” action, in which I can use wildcards and can find the record using a partial match, but with the “Find Record by Query” lacking the “Create if not found” functionality, I’m hesitant to create yet more paths within paths, as I am 2-3 layers deep already, and will use this as a last resort

Hey @CCEP, welcome to the Community! :)

Great question! I’ve been doing some digging on this and it seems that you would need to use the Find Record by Query Salesforce action for this as it uses SOQL syntax to query records. With that action you’re able to use the LIKE operator and % wildcard for partial matches for text strings, which isn’t possible with the Find Record action.

As you’ve already spotted, the Find Record by Query action does not have the optional create record option that the Find Record action has unfortunately. We do have a feature request for a create option to be added to that action so I’ve added your vote for that. I don’t have an ETA on when that would be possible but we’ll email you as soon as it is.

In the meantime, you’d need to use additional Paths to using the Create Record or Update Record actions depending on the results of the Find Record by Query action.

Hi there! 👋

Just circling back in here to announce that the feature request has been added! 😁🎉

The Find Record by Query now has the ability to create a new Salesforce record when a record is not found:
52b32778446e90e35f3b4427478241fa.png

To take advantage of this fix you’ll want to ensure you’re running the latest version of the Salesforce app on Zapier. 

We hope you’re able to make use of this new option in your Zaps soon! And if you run into any issues with it please do reach out in the Community or contact our Support team to let us know. 

Until then, happy Zapping! ⚡️

Terms & Conditions