Everytime a form is submitted in LInkedin, a NEW lead is created in SF - regardless if there is another lead with that email already.
Is there a way to update the exiting lead?
Everytime a form is submitted in LInkedin, a NEW lead is created in SF - regardless if there is another lead with that email already.
Is there a way to update the exiting lead?
Hi
Salesforce has a “Find or Create Record” search step you can use to ensure there are no duplicates.
Hello,
I don’t see it here:
Can you please advise?
Use “Find Record” then on the configuration screen there should be a tickbox that allows you to create a record if none is found.
Ok, I will try.
I need to update the record if it is found, I don’t want to only create new ones.
You can add an “Update Record” step after that to achieve this.
Hi
Just checking in, did you manage to get this sorted?
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