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Salesforce upsert

  • 4 August 2021
  • 4 replies
  • 86 views

Hi -- the question posed before was if Zapier can upsert (insert/update) a record to Salesforce. In response, the answer was “use the find/create record” action in the Zap -- but that only creates a new record or uses an existing one. It does not update an existing record, and is therefore not an upsert.

Anyone got ideas on how to work around that?

Thanks,

-Dave

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Best answer by Troy Tessalone 4 August 2021, 17:47

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Userlevel 7
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Hi @salesforce upsert 

You can achieve the desired results with these Zap steps:

Action: Salesforce - Find/Create Record

Action: Salesforce - Update Record (map the Record ID from the previous step )

Awesome -- but then, aren’t you updating a record you just created?

Userlevel 7
Badge +14

@salesforce upsert 

The idea would be to create a new record with the bare min data, then update the record with the other data points.

The other option is to add paths with more complex logic, which does the same thing, but uses more Tasks.

awesome -- we’ll give this a shot. thanks for the guidance!