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Is it possible to check for duplicate records with an event in Advanced Workflow?

Question asked by Chad Hutchins on Dec 10, 2018
Latest reply on Dec 13, 2018 by Chad Hutchins

Is it possible with an out-of-the-box Advanced Workflow event to check for existing records? Then if something exists, update that record. If not, create a new record?

 

Here's an example workflow I'd like to build:  When a new Sugar Case is created or updated, based on a custom Case field (we'll call it email2), check to see if a Contact record already exists with a primary email address that matches the Case record's email2 value. If a Contact does exist, update the Contact. If a Contact does not exist create a new Contact.

 

If it is not possible out of the box, would it be possible to create a custom Advanced Workflow event to handle this sort of thing?

 

Thanks!

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