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Person Exists in SFDC?

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Eric_Salamon1
Level 6

Person Exists in SFDC?

For the purpose of scaleability my VP is asking me to create a field  in the alert that explicitly states TRUE or FALSE if person exists in SFDC. One solution, I created though it isn't as clear as he would like is to put the SFDC ID token into the alert if it doesn't have an SFDC ID then FALSE. Does anyone else have ideas to work around this?

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Eric_Salamon1
Level 6

Re: Person Exists in SFDC?

Figured it out. The velocity script is very easy:

#if(${lead.SFDCId}=="")

"Does not exist in SFDC"

#else

"Exists in SFDC"

#end

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3 REPLIES 3
Courtney_Grimes
Level 10

Re: Person Exists in SFDC?

If you're looking to just do "if true, show ID, if false, say no ID" you could do something as simple as

{{lead.SFDC Id:default=Not in Salesforce}}

for an alert. If this needs to scale out to more beyond that, you have several different options.

Eric_Salamon1
Level 6

Re: Person Exists in SFDC?

Like I mentioned I set up the SFDC ID token = false, but to the VP it isn't as clear as preferred. I was thinking I would need to create a velocity script to update that based on the field. I am not sure how this would work though.

From a coding standpoint I am not as familiar as I would like. would it look like:

if ({{lead.SFDC Id}}==null):{

  print false

}

else{

  print true

}

Eric_Salamon1
Level 6

Re: Person Exists in SFDC?

Figured it out. The velocity script is very easy:

#if(${lead.SFDCId}=="")

"Does not exist in SFDC"

#else

"Exists in SFDC"

#end

View solution in original post