How to Find Existing Salesforce Records to Avoid Creating Duplicates

In this guide, we will explain how we can find existing Salesforce records to avoid creating duplicates.

1. Click “New Form”.

2. Click “Rename” to give your new form a name.

3. Drag and drop fields such as First Name(Text Field), Last Name(Text Field) and Email(Email Field) on your form. And click the pencil icon to change the label. In this example, we will use these fields as input to check records in salesforce.

4. Drag and drop fields such as SalesforcePrefill(Check For Existing Lead), Text Field(Existing Lead Id), SalesforcePrefill(Check For Existing Contact), and Text Field(Existing Contact Id). Click the pencil icon to change the label. In this example, we will use these Text fields to show Existing Salesforce Records.

5. Click the pencil icon on SalesforcePrefill (Check For Existing Lead) and set the following details as per the use case.

Object: Lead(Lead)

Formyoula Parent Field: Email (Page: Details)

Salesforce Parent Field: Email (Email)

Prefill Mapping: Click “+add Column” and set “Existing Lead Id” in the Form field and “Lead ID(Id)” in the Object field by using the drop-down list.

Click the check button to save.

6. Click the pencil icon on SalesforcePrefill (Check For Existing Contact) and set the following details as per the use case.

Object: Contact(Contact)

Formyoula Parent Field: Email (Page: Details)

Salesforce Parent Field: Email (Email)

Prefill Mapping: Click “+add Column” and set “Existing Contact Id” in the Form field and “Contact ID(Id)” in the Object field by using the drop-down list.

Click the check button to save.

7. Click Save & Close to save the form.

8. Try the form and fill in the First name, Last name and Email ID. Form will show the existing Salesforce records.

For any questions, please contact us - [email protected] or the Formyoula in-app chat 🙂