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!
+14Hi
Good question.
Try using this Zap action: Salesforce - Find Record by Query
Tips for building a SOQL WHERE clause for your search:
").WHERE clause examples:
Name = 'John Doe' AND Status = 'Active'CreatedDate > 2011-04-26T10:00:00:08:00Name LIKE 'A%'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.
+14These are the available Salesforce search actions
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.