Updating a record and series of records with ForEach
The preceding exercise can be reversed – you can easily update records found in one system that already exist in another. In my example, I have a sandbox environment and a development environment. Both contain similar sets of data and are created from the same data image (so the GUIDs will match), but the data in the sandbox is old and needs to be refreshed with data from the development environment. We can extend our ForEach section to update the records.
Exercise – updating a record in an existing environment
For this exercise, we will update Dave and Hayley (who are both doctors) to have the "Dr." title.
In my CRM system, I first obtain from Power Automate, or from checking the Contact Types lookup, the GUID for the Dr record. As my CRM is using lookups to other sub-entities as opposed to optionset values, GUIDs are used to identify the record in question:
- I first navigate to the Person...