ranmichael
Forum Replies Created
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@crmperks I’m even more confused.
This is the opposite of what @sbazzi wrote on this thread only 3 days ago.When you say: “plugin will update existing contact only”
– I understand we CAN’T create a new contact with the plug-in? Samer wrote we can.
– If we can’t create a Contact, can we create a new Lead or only update existing?Could you copy-paste the API Call the plug-in generates to Contact- so I can test myself and reach a sure conclusion?
Thanks again!
- This reply was modified 6 years, 1 month ago by ranmichael.
Awesome!
We are looking at purchasing the plug-in, or else I’d be testing myself.
Since you have the environment running already,
Could you please run these simple tests and report back please?Select Email as “primary key”, then:
1. Simply create a contact with the plug-in. Works?
2. Try to create the exact same contact, what happens?
3. Try to use same email – and different first name, what happens?Thanks!
Impossible to have the Salesforce ContactID for a new visitor on the website.
It’s generated in Salesforce.I think the term “Primary Key” is misused in the screenshot you sent – it’s not the real primary key for the object.
Which API do you use to post to Salesforce?
How are you using the API to post it to Salesforce based on the selections in the UI you sent screenshot of?That’s why I believe it requires ACTUAL TEST of three scenarios:
Select Email as “primary key”, then:
1. Simply create a contact with the plug-in. Works?
2. Try to create the exact same contact, what happens?
3. Try to use same email – and different first name, what happens?PS
In Salesforce we can have an email set to “Unique”, but it will not be the ContactID, it will just prevent duplicates.Thanks @crmperks
Thank you for your answer, Sam.
The only thing that worries me is that email is NOT the primary key for Contacts in Salesforce.
It’s a unique ContactId.
This is essential to understand.
Knowing this,Is your answer still valid?
Do you have an environment where you can test it quickly and validate?Thanks again!