Question

Search for multiple emails before adding a new Salesforce Contact

  • 13 April 2023
  • 3 replies
  • 169 views

Userlevel 1

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!


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3 replies

Userlevel 7
Badge +14

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%'
Userlevel 1

@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.

Userlevel 7
Badge +14

@Mercatus 

These are the available Salesforce search actions