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Salesfoce Find a record doesn't work in some cases

  • 15 September 2020
  • 1 reply
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I have Salesforce “Find A Record” zap for an Account object. It works well and returns the id of the found account when the input name doesn’t have any special characters like “.” or “&” and probably some others.

When an account name is passed with those characters the “Find a Record” zap does not return an ID with for the located account. Instead it returns no “ID” which means not found, yet then when my subsequent step tries to create an account, I get a salesforce error that Account already exists.

I am certain that I’m passing an account name as input which matches exactly the account name in salesforce. I also tried enclosing the input account name variable in double quotes, but to no avail.

 

Anyone else encountered this issue ?

 

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Best answer by Troy Tessalone 15 September 2020, 17:06

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SALESFORCE KNOWN ISSUES
Global search may not return the expected results when the search term includes an apostrophe (') or other special characters.

Article: https://help.salesforce.com/articleView?id=000327819&type=1&mode=1

 

Some options to try...

Not sure if this will work, but try encoding the search value using Formatter - URL Encode

 

Not sure if this will work, but try a more advanced search using Find Record by Query

Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

Article: https://zapier.com/help/doc/tips-and-tricks-salesforce-triggers-and-actions#using-the-find-object-by-query-search