Learn how to update an existing Salesforce record with values extracted from a parsed email using the Comparison view.

To update pre-existing records with incoming from the email information make sure that:

• Harvest is configured by your admin.
• Duplicate Rules are configured for the relevant object
• The corresponding created Record Request Set obtained Ready for approval status.
• The relevant record card shows an Exists badge.

note: the matching of the new incoming information to the pre-existing records in the database (setting the record requests with Exist status) depends on your Duplicates management rules. See Duplicates management guide for details.

To update existing records in your Salesforce, follow the steps below:

1. Open Record Request Set tab under Harvest by Ascendix.
2. Find and open the relevant Record Request Set.
3. In the Record Request component, identify the relevant record card with the Exists badge
4. Click the Review&Compare icon on that card.

note: if multiple duplicates are found, navigate to Duplicate management guide.

    5. Review&Compare for one matching record will open up a Comparison view:
        The left column shows the original email subject and body

The right column shows a field-by-field comparison: the current value on the existing record vs. the value suggested from the email.
note: Only fields where values differ are shown.

     6. Edit suggested values directly in the form before saving. Supported editable field types: text,              text area, percent, currency, email, phone, checkbox, number, date, single-select picklist,                  multi-select picklist, dependent picklist, global value set picklist, and lookup fields.

     7. Select the checkbox next to each field you want to update, or use the Select All checkbox to              check or uncheck all fields at once.

     8. Click Update selected fields to apply the selected changes to the existing record. After that              the record card status changes to Updated (green badge).

     9. If record was saved with no changes Keep existing record button was clicked instead, the                  status will change to Kept existing (green badge) with pre-existing values for the record.

note: The Quick approve button is disabled for records with an Exists badge. You can still proceed with the creation of the new record by clicking on Create new button. The ability to create a potential duplicate to pre-existing record (saving new record with no changes) will depend on your org's duplicate rules.

note: If a record in the same set references the updated record as a lookup value, that reference is automatically updated to point to the existing (updated) record. No manual correction is needed.