Hello all! I know I am not the first one to do this so hoping I can get some pointers in the right direction. I want to setup real-time verification when a new Lead or Contact is added to Salesforce. We are using the managed LWC component which is great if the new record is created interactively. I am trying to cover the use case where the Contact or Lead is programmatically created or uploaded --- when using the LWC component only the email is not actually verified until that new record is displayed in the Lightning Record Page.
I know I have got to be making this much harder than it needs to be - could you let me know how you have solved this problem? Thank you so much!
I have tried:
Hi @debweller ,
Hopefully someone from our amazing community will be able to help you with the flows, etc, inside of Salesforce.
I can help you with suggestions though:
If you were to get DemandTools 5.x, you could use the Verify module on a scheduled basis to catch any new records created. The Verify module allows you to condition on Contacts and Leads and stamp those records with a status from BriteVerify and the date/time (custom fields).
Another option that may help you is our Bulk API. You can find information on our GET API in the Bulk API section - I think you'd be interested in v2. Here's the guide:
Hope this helps!