Update Salesforce record if it already exist

  • Resolved jaapgrolleman

    (@jaapgrolleman)


    4 years, 4 months ago

    Hi CF7Salesforce plugin,

    The plugin works perfectly, except when a lead already exists. Then the data is not imported and I get an automated email “Salesforce Could Not Create This Lead” with the data, so I need to manually update it.

    Is it possible to update a record if it already exists? Zapier does allow this (First search if it exists: If not: Create, If yes: Update

Viewing 7 replies - 1 through 7 (of 7 total)
  • Plugin Author CRM Perks

    (@crmperks)

    all feature of zapier are available in our plugin if you connect plugin via Salesforce API
    Salesforce web2lead does not has any feature except submitting data to salesforce

    Thread Starter jaapgrolleman

    (@jaapgrolleman)

    Ok thanks! I will set that up but bit perplexed by the options. We use Lightning and for API we can choose following WSDL and Client Certificates:
    —?Enterprise WSDL
    —?Partner WSDL
    —?Apex WSDL
    —?Metadata WSDL
    — Tooling WSDL
    —?Delegated Authentication WSDL
    —?Client Certificate
    —?Enterprise Package Version Settings
    — Partner Package Version Settings

    Which one do we pick? Is there a quickguide? Thanks!

    Plugin Author CRM Perks

    (@crmperks)

    plugin uses Rest API and it should be enabled in salesforce , No wsdl

    Thread Starter jaapgrolleman

    (@jaapgrolleman)

    Any guide for this? This seems extremely hard

    Plugin Author CRM Perks

    (@crmperks)

    it is simple field mapping https://www.crmperks.com/post-data-from-wordpress-to-salesforce/ , which thing is missing

    Thread Starter jaapgrolleman

    (@jaapgrolleman)

    Hey CRM Perks, thanks — the mapping isn’t a problem. It’s just a problem when a record already exists in Salesforce, the plugin isn’t able to update it using the web2lead.

    Is there a guide for the Rest API?

    Plugin Author CRM Perks

    (@crmperks)

    Salesforce web2lead does not support anything except submitting lead to salesforce
    Salesforce API supports everything like updating existing record
    You can find Rest API docs from salesforce

Viewing 7 replies - 1 through 7 (of 7 total)
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