Filtering contacts to determine whether it already exists in Salesforce

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Posted on by Jason Yeung

Hi,

I needed a flow that exports data from Dynamics CRM to Salesforce. I searched for any templates that may do this and I found the template named "Weekly copy contacts from Salesforce to Dynamics 365". This is similar to what I need, except I need it to go the other way. I downloaded it and changed the source and destination.

The task was able to insert to Salesforce (the desired result), but if the contact is already in Salesforce, it won't update. It would create the contacts again. I tried to change the filter array, but it would either insert the contacts or give me an error. Below is a screenshot of the Filter array. The filter in the field is what was in the template originally:

02a_Template_weeklyCopyContacts from Salesforce to Dynamics 365.JPG

Jason

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MJain 2,452 on at

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Re: Filtering contacts to determine whether it already exists in Salesforce

Hi Jason,

You can do the following steps:
1. Create a flow with first step as Manually run a flow or if you want to recur this flow use recurring flow as initial step
2. Retrieve all contacts from CRM using List rows
3. Apply to Each loop , inside that do a call to Salesforce to see if it exists ,if it exists do nothing else create.

Thanks