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Gab 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!
thanks!
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"