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Setting a Conditional Formula for Checking Salesforce Lookup Results | Clay

Setting a Conditional Formula for Checking Salesforce Lookup Results

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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.

48 comments

· Sorted by Oldest

Clay Team
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Hey Jacob! I think Upsert Record/Object SFDC integration should solve this for you.
Jacob T.
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what's the difference between upsert and update?
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Clay Team
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Upsert is Salesforce's version of Create or Update Record, similar to the option that Hubspot offers.
Clay Team
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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.
Jacob T.
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having an error because I'm not adding a record key
Jacob T.
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but I don't see an option to include a key here
Jacob T.
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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
Jacob T.
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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
Clay Team
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Ah, we'll fix that link, but it should be this one here https://docs.clay.com/enrichments-and-providers/exporting-data/crms/salesforce
Clay Team
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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/
Clay Team
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If it's an auth issue though, I'll loop in Colin P. to help us check if there may be some issues and why it returns that error, which is odd.
Jacob T.
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https://app.clay.com/workspaces/72734/tables/t_uOzKa9QrcYeJ/views/gv_0SQZSjAlavPa
Jacob T.
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Arturo O. I'm not sure why but I just get errors when I run a search here
Jacob T.
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I can't actually pass in an external id
Jacob T.
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it just asks me to select an object and then it errors