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How to Handle Duplicate Form Submissions in Salesforce

  • October 25, 2024
  • 1 reply
  • 74 views

Hi, I’ve setup a form that sends data to a zap with Salesforce read record to see if the form email address already exisits in the Salesforce object and if not, it creates the record.

The problem is that I want to give the user immediate feedback when they submit the form but their email is already in Salesforce. any idea how I can do this?

Basically, user fills in form, check that the email exisits in Salesforce, if not, create record and form success notice to the user, or else a "you already have an account” notice to the user.  Alternatively there is a copy of each submission in a Zapier table, so the check could be done against this instead of Salesforce if that’s easier.

Can this be done? 

Thanks

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1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • October 25, 2024

Hi @DaveKIrl 

Zaps are back-end automations. (app to app)

That would involve front-end scripting to make API requests and handle the response and return the results. (browser <> app)