Hi everyone, Is there a way for FormAssembly to identify an existing record in Salesforce and update that record (e.g., when someone fills out a web form but they're already in Salesforce as a contact)?
Yes, this is possible using an upsert field as defined by your Salesforce object. In most cases you can use 'email' field as the upsertable field. http://app.formassembly.com/connector_salesforce/documentation/how_to_update_records
I have found that this works best when using the actual object ID rather than the email, simply because Leads/Contacts can have the same email in SFDC.
That's a good point, but I believe (based off conversations in the support ticket) that she was looking for a way for users to update records without needing an email from her providing the record id. But your point is why we have the id value as the example in the documentation.