Setting a Conditional Formula for Checking Salesforce Lookup Results

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.

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49 comments

Clay T.
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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?
Clay T.
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Upsert is Salesforce's version of Create or Update Record, similar to the option that Hubspot offers.
Clay T.
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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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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 T.
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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 T.
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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 T.
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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
Jacob T.
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I think it's a bug
Kareem Amin
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Jacob T. if a column has run successfully it would have data in it. Roger T. potentially we should expose the metadata of failed and run successfully to formulas so people can write these conditions more easily
Jacob T.
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Kareem Amin yes your solution would be great
Jacob T.
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No data is exposed when a column has a failed run, so I can't setup a conditional logic here
Jacob T.
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This would be a great solve
Jacob T.
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Roger T. any chance this is being prioritized somewhat soon?
Roger T.
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Thanks for the feedback, that's an interesting use case. I'll relay it to our team.
Jacob T.
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Roger T. I'm pretty surprised nobody else has asked about it. It makes the "update or create contact if none exist" flow impossible. This is a problem for customers like Sendoso. Not sure if it's possible to accelerate or not / how difficult it is?
Roger T.
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That makes sense, let me circle back shortly
Roger T.
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My colleagues are looking into a workaround for this (cc Eric E. / Yash T.)
Jacob T.
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Thank you keep me posted Roger T.
Roger T.
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np
Yash T.
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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
Eric E.
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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”
Eric E.
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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
Jacob T.
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thank you folks!
Jacob T.
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Yash T. did you add the "found at least one" column? If so I don't think this solves the problem, as the value is "false" even if the lookup has not yet run. I need to know if the cell has actually run or not
Yash T.
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Jacob T. I did - and what’s the edge case for knowing whether or not the cell has run before it’s run at least once?
Jacob T.
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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
Yash T.
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I see why you want this Jacob T., but also, if you make the update record column conditional on the “found at least one” result column being true from lookup contact, that column won’t run until the lookup has first run, which effectively solves your issue
Jacob T.
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What about create contact? What is that conditional on?
Yash T.
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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
Yash T.
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this is how most SFDC customers do this right now - but still agree with you that it could be way easier
Jacob T.
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Yash T. but found at least one is false even before the integration ran
Jacob T.
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that's the main problem I'm highlighting
Yash T.
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Jacob T. that doesn’t matter, if you link the later column to the result of found at least one, it will wait for it to run
Yash T.
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it’s not about it actually being false
Yash T.
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it’s about queing it
Yash T.
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I’ll make an example and show you here haha
Jacob T.
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I hear what you're saying
Jacob T.
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I can prob test without you spending more time here
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Jacob T.
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ty!
Yash T.
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yeah give it a test and lmk if you have any issues, if you do, then there’s a deeper problem