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  • 1.  Check Salesforce for entry, create if not found.

    Posted 21 days ago

    Hello,

    I am trying to create a pipeline that checks if we've missed any entries being pulled down from Salesforce. The Account Name field comes down as the key field from Salesforce into the QuickBase entry. 

    Basically, I want to look through all the Account Names in Salesforce and compare them to all of the Account Names in QuickBase. If the Account  Name isn't found in QuickBase, I want it to create a new entry. 

    Any suggestions on how to make this pipeline would be appreciated!



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    Cassandra Friend
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  • 2.  RE: Check Salesforce for entry, create if not found.

    Posted 21 days ago

    So to confirm the Account Name is the key field in Quickbase? Or at least unique? You don't necessarily have to check, you could just query for all your SF accounts and load them all into Quickbase each day. If the Account already exists then it will import but nothing will change so no harm done, if it doesn't exist then it will simply import with the others. 



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    Chayce Duncan
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  • 3.  RE: Check Salesforce for entry, create if not found.

    Posted 21 days ago

    *SIGH* Yes! You are right. That didn't even cross my mind. I don't know why I thought it would make duplicates. Thank you!