How do I set a conditional formula to say "Only check this box IF Salesforce lookup has run successfully AND no results were found" Right now, I don't see a way to know if column ran successfully. Use case: Check if record exists in Salesforce. If not, create a record.
Hey Jacob! I think Upsert Record/Object SFDC integration should solve this for you.
what's the difference between upsert and update?
Upsert is Salesforce's version of Create or Update Record, similar to the option that Hubspot offers.
I haven't used it before because we don't come across many of those scenarios, but according to Google, that's what this endpoint should do.
having an error because I'm not adding a record key
but I don't see an option to include a key here
also, I'm not sure why a record id is necessary here, because the point of this is to lookup or create if nothing is exists. So seemingly I wouldn't need a record id
lastly, the tutorial linked here seems to show off update record, not upsert https://docs.clay.com/enrichments-and-providers/enrichments/all-providers/salesforce/upsert-object
Ah, we'll fix that link, but it should be this one here https://docs.clay.com/enrichments-and-providers/exporting-data/crms/salesforce
This is the doc about that external Id required for it to run, by salesforce though: https://salesforcethinkers.home.blog/2020/06/04/external-id-in-salesforce/
I can't actually pass in an external id
it just asks me to select an object and then it errors
I think it's a bug
Kareem Amin yes your solution would be great
No data is exposed when a column has a failed run, so I can't setup a conditional logic here
This would be a great solve
Thanks for the feedback, that's an interesting use case. I'll relay it to our team.
That makes sense, let me circle back shortly
np
Jacob T. there is a workaround for this - I just added it to your table - see the screenshot. Kareem Amin Roger T. this isn’t super intuitive for users because you have to map the column out from a successfully run look up in order to get the blank data. also Jacob T. upsert should solve this problem in general, not sure what error is you’re getting, will update here when I know more
Hey Jacob T. — The issue here is that Salesforce Upserts, in general, require a field in Salesforce to be marked as an external ID. According to the key you’re using in Clay, no fields in your Salesforce organization are marked as an externalID, so you can’t actually run upserts because no fields load for the upsert key. “ExternalID” is a salesforce setting that says “this field can be used to dedupe salesforce records, but it’s values come from another source”
We can definitely make changes to enable this in our regular lookups, as mentioned in this thread, but the quickest win here would be to mark a field in salesforce as an external ID and then try again
thank you folks!
Yash T. I want to lookup a record in salesforce, and if it exists, update the record. If not, create a record. I can't update/create until I run the lookup to see if it exists. Right now, even before the lookup runs, the "found at least one" is false. I would use "if lookup ran AND found at least one is true, THEN update record" or create record if FALSE. But since the "ran at least once" column is blank by default, my logic would automatically create a new record before the lookup had a chance to run
What about create contact? What is that conditional on?
you would also make it conditional on the found at least one value in the lookup record, the value would just be opposite, but it would still wait for that integration to run
this is how most SFDC customers do this right now - but still agree with you that it could be way easier
that's the main problem I'm highlighting
it’s not about it actually being false
it’s about queing it
I’ll make an example and show you here haha
I hear what you're saying
ty!
yeah give it a test and lmk if you have any issues, if you do, then there’s a deeper problem
.png&w=3840&q=75){kind=logo}
