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
Best answer by SamBView original