Find Matching Records Before Create

Salesforce allowed us to check for a matching record in the flow create element with the Summer 24 Release.

Single Record Create With Matching Check

If a matching record is found, you get to choose what happens. You can:

• Update the matching record
• Skip the matching record

It can also be determined what actions to take if multiple matching records exist. Options include:

• Update the most recently modified matching record
• Skip all matching records

Create Multiple Records With Matching Check

With Winter ’25, a similar functionality is supported for the create element with a collection of records. For this functionality, the choices are a little different. You get to choose the field to use to identify existing records. The choices are:

• Record ID
• External ID
• Standard Field: Select a field with the idLookup property equal to true, such as the Case Number field on the Case object or Email on the Contact object.

The decision also lies in your hands regarding actions if a creation or update attempt fails. Options include:

• Process successful records. Create or update only the records that are successful.
• Process no records. Don’t create or update records and roll back the transaction.

Read my blog post here to learn how these elements are used. I also included the limitations and gotchas.

How the Transform Element Saves You Loops

This popular blog post now has a YouTube video that shows a demo of how the Transform element works. Watch it here:

Visit https://Flow-Canvas.com for Flow Canvas Academy: Get access to a free Flow Knowledge Assessment Exam.

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