Pushing Contact Data to Salesforce: Steps for Data Integrity
Salesforce: data integrity I am trying to create or update leads and contacts in Salesforce. My first step is to get a list of contacts from an external source and enrich as required. To then add this to salesforce I have multiple columns: 1: check if a contact exists already 2: check if a lead exists already 3: decide the action: update contact iif they exist / update lead if they exist / create a new lead 4: update the contact (if decided in col 3) 5: update the lead (if decided in col 3) 6: create a lead (if decided in col 3 This all works great but if I then update a row where a new lead has been created, it doesn't rerun col 1 and 2 to see if a lead has been created already, instead it creates a new lead every time. If i edit a column or add more, this can create more and more duplicate records. Am i over complicating this? Can i do anything to make this better?