Hi!
I’m working on a scenario where I create multiple records in Salesforce from a Web repository XML. There are Hundreds of bundles, each bundle holds information for two record types (one Contact and one Account). I’ve successfully mapped all the individual fields for each.
My Question is actually in two parts:
-
I have created Lookup fields in each record type and I’m trying to create a lookup relationship between the created Contact Record and the Account record. The Relationship established between the two records should be unique to each bundle (ex. Contact and Account records created from Bundle 1 should be related, etc) and will map to a lookup field and formula field on each record. How might
I go about pulling this off? -
This is probably much more simple but I also want to prevent records being created if they already exist in the Salesforce Org. I was thinking of using a router with filters (Record does not exist vs exists) and create an update branch but it still created duplicates when I tried. Anyone have experience with this?
I’ve attached images and
blueprint.json (134.2 KB)
blueprint.
Thanks in advance!