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I am using process builder to create contacts when they are entered into a custom object.  It is working great but our de-dupping tool doesn merge it if it's an existing contact.

 

I am trying to add a caveat to the process builder to NOT create the contact if the email matches and existing contact.  Haven't been able to figure that one out.  Can any of you SalesForce Gurus guide me?
7 answers
  1. Mar 7, 2018, 8:53 PM
    The other solution I can think of for restricting the Contact creation is to write an Apex trigger that performs a dupe check but it will require coding capabilities. I can help you write the trigger and the associated test class if that works for you.
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