FormAssembly + Salesforce: Finding Records With Lookup Conditions

Learn how lookups with FormAssembly's Salesforce Connector find the exact record you need, whether that's a contact, account, or any other object. This clip covers: • Building a simple lookup that matches a single field (like email) to find one record • Adding multiple conditions combined with AND/OR logic for more precise matches (e.g., email + first name + last name) • The difference between lookups in the native Salesforce connector (AND/OR per condition) versus the workflow connector, which offers match-all, match-any, or fully custom logic • How to think through what reliably identifies a record in your own data — one field, several fields, or multiple possible paths to the same match This is part of our "FormAssembly + Salesforce: Back to the Basics" training webinar. Watch the full session on demand here: https://www.formassembly.com/webinar/... #FormAssembly #Salesforce #WorkflowAutomation #DataManagement