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Conditional logic inside D&B connect

  • June 5, 2026
  • 1 reply
  • 59 views
V

I have a question on a specific use case we’re trying to achieve in our Salesforce org:

  • We want to evaluate the Contact Email field.
  • If the Email is either:

…then we want D&B Connect to populate the Email field with the value available from D&B (via enrichment).

Could you please confirm:

  1. Is it possible to achieve this conditional logic directly within D&B Connect configuration (e.g., via enrichment mapping or rules)?
  2. Or would this require a Salesforce-side automation (such as a Flow or Apex) to handle the conditional overwrite logic?

We want to avoid unintentionally overwriting valid business emails, so any guidance on best practices here would be appreciated.

    1 reply

    woodlande
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    • woodlande
    • D&B Employee
    • June 8, 2026

    ​@vikashDB 

    When working with the Contact Email field in D&B Connect for Salesforce, there are a few important things to keep in mind:

    • Auto-populating email values

      • You can populate the Contact Email field through enrichment mapping by setting it to “Only when blank.”
      • This means D&B data will only fill the field if it is completely empty in Salesforce.

    • Limitations on overwriting existing values

      • If the field already contains a value (even something like “unknown”), D&B Connect will not overwrite it using standard enrichment mapping.
      • There is no way within a Connect project to selectively overwrite some existing values while leaving others unchanged.

    • Handling records with placeholder or incorrect values

      • If you want to replace values such as “unknown,” this would need to be handled outside of Connect, typically using:
        • A Salesforce Flow or workflow rule (e.g., “If value = ‘unknown’, then update with D&B data”), or
        • A manual process using reports to compare your Salesforce data with the D&B Contact Profile data and make updates accordingly.

    • Best practice recommendation

      • The recommended approach is to:
        1. Set the field to auto-populate only when blank, and
        2. Manage exceptions (like placeholder or outdated values) separately using Salesforce automation or manual review.
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