web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Power Platform Community / Forums / Power Automate / Filtering contacts to ...
Power Automate
Unanswered

Filtering contacts to determine whether it already exists in Salesforce

(0) ShareShare
ReportReport
Posted on by 53

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

 

 

Categories:
I have the same question (0)
  • MJain Profile Picture
    2,450 on at

    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Users!

Kudos to our 2025 Community Spotlight Honorees

Congratulations to our 2025 community superstars!

Leaderboard > Power Automate

#1
David_MA Profile Picture

David_MA 103 Super User 2026 Season 1

#2
Haque Profile Picture

Haque 87

#3
trice602 Profile Picture

trice602 63 Super User 2026 Season 1

Last 30 days Overall leaderboard