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Gab SilvermotionGab Silvermotion 

Process Builder help : Update record if existing already, or create new one if not.

Hello, I am trying to create a process where depending on the values of some field on the contact record, I will either update the existing opportunity, or create it if it's not existing already. I want to avoid creating a duplicate opportunity if it exists already.  How would I do that?

thanks!
VineetKumarVineetKumar
You can define a criteria based on if you have a Id or not.
If yes, then define an Immediate Action, Select the Action Type as "Update a Record" and map the Id field.
If no, then define an Immediate Action, Select the Action Type as "Create a Record"