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.

Is there a way to make a Zap which searches two email fields in Salesforce before adding a new contact. We have an alternate email field that we would like to search on in addition to our primary one, but I’m not sure how to do this/if it’s possible.

Many thanks for any help!

Hi @Mercatus 

Good question.

Try using this Zap action: Salesforce - Find Record by Query

 

Use the Find Object by Query Search

Tips for building a SOQL WHERE clause for your search:

  • Confirm all fields included in your query have appropriate field accessibility and aren’t hidden.
  • Fields names don’t have to be wrapped with quotation marks.
  • Field values should usually be inside single quotation marks (e.g. 'John Doe').
  • Avoid using double quotation marks (").

WHERE clause examples:

  • Name = 'John Doe' AND Status = 'Active'
  • CreatedDate > 2011-04-26T10:00:00:08:00
  • Name LIKE 'A%'

@Troy Tessalone 

Many thanks for this!

A brief follow-up, do you know if it’s possible to do this without using a WHERE clause? We just want to search two Salesforce fields to see if a registrant’s email appears in either one.

So, in SQL terms, something like this:

SELECT Email, Alternate_Email
FROM Contact

Much obliged.

@Mercatus 

These are the available Salesforce search actions

 

Terms & Conditions