Check for Duplicates with Matching Records in Salesforce Summer 24

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  • เผยแพร่เมื่อ 5 ส.ค. 2024
  • When you are creating a new Record in a Salesforce flow, wouldn't it be great if you could just enable something like 'Check for Matching Records' before you create a new record? That way you could just prevent duplicate records from being created.
    If you want to do this now, you would generally need quite a bit of logic on your flow to check records for a matching criteria and then an outcome for if it found any records or not.
    In Summer 24 flow enhancements, WE HAVE THIS FEATURE.
    We can just toggle it ON within a Flow Create Records element, and the element will do that for us! We don't need any extra logic!
    00:00 Intro
    00:46 Use Case Demo
    02:24 Flow Builder
    03:35 Matching Records
    05:11 Outro
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ความคิดเห็น • 3

  • @user-id8kg9hy8k
    @user-id8kg9hy8k 10 วันที่ผ่านมา +1

    This is super handy. Apparently it only appears as an option for manually creating a single record at a time (not creating a collection), which is a bit of a bummer.

  • @user-id8kg9hy8k
    @user-id8kg9hy8k 10 วันที่ผ่านมา +1

    Actually, your explanation isn't accurate -- from the documentation: "If you choose to skip matching records, the flow doesn’t create or modify any records. If you choose to update matching records, the flow modifies the records with the values that you provide."

    • @paduarte
      @paduarte  9 วันที่ผ่านมา

      Hey 👋🏻
      Thanks for the feedback and great shout. I went back to actually test both functionalities to ensure the documentation is inline with flow expectation - and you're right, skipping doesn't create or modify any records. Thanks for highlighting this.
      I'll add to link to the documentation so others can see it directly: help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_builder_check_for_duplicate_records_with_the_updated_create_records_element.htm&release=250&type=5