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Topics#Data ManagementPergunta de Olivia Forde
Olivia Forde (Lifes2good) perguntou em #Data Management
26 de out. de 2016, 14:45

Only create a record if none exist with Process Builder

I am creating record swith Process builder but I only want to create the record if none already exist. The record is a Related Object of an Account - how do I check if there is one there already and then skip the process (or better still update the existing record)
34 respostas
  1. Steven Foiles (Amazon)
    27 de out. de 2016, 17:31
    Since we're creating an Object B which has a Master Detail to Account we need to speicfy the Account ID.

     

    Since we're creating an Object B which has a Master Detail to Account we need to speicfy the Account ID. You will also need to specify Record Name for Object B unless it's an Auto Number.

     

    You will also need to specify Record Name for Object B unless it's an Auto Number.

     

    User-added image

     

    The Activate and Test.
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