When you use the "Get" integration to "read" data from Salesforce you sometimes need to create a few integration lines, especially if you want to get data from a few SF objects. This is because each integration line can only deal with one SF object.
We have noticed that there is a common use case that keeps popping up, It is based on user reports that sometimes people are registered as contacts in their Salesforce CRM, while in other occasions they are registered as leads. This makes it tricky to identify them later and draw their data because you need to look for them in these 2 places,
This has gotten us thinking and we decided to make a small but meaningful addition to support this scenario - it goes as follows:
When you want the form filler to enter a certain identifier field (like an email, for example) so you can check if he is a registered Contact or Lead in your Salesforce account you will need to:
1. Create one integration line where you look for the entered email in the SF Contact Object records.
2. Create another integration line where you look for the entered email in the Lead Object records.
Till now both integration lines ran simultaneously - and that wasn't good.
Our solution was to add a dropdown in the integration line window ("If not found- run"), where you can specify which of the other integration lines will run , if no matches are found in the current line.
and if we go back to our example: by using this dropdown (in your first integration line that searches in "Contact") you can make sure that if the person's email was not found when running the first integration line, the second integration line will then run - searching for the email in "Leads".
Read all about the Get integration.
Enjoy!
See it in action: