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Best answer

Assign lead owner on Salesforce

  • 9 February 2021
  • 3 replies
  • 647 views
T
Userlevel 3
Badge

We have multiple users on the Salesforce account. They all represent a specific office of different cities. We need to create a Zap that takes data from a website form and create a “Lead” on Salesforce. We need to assign a lead owner (Salesforce users who manage all the leads) depending on the city that users have selected in the form.

While creating the lead through Zapier, we see only one Salesforce user in the dropdown. That user is displayed as an alphanumeric string instead of the Salesforce user name. See the screenshot below.

How can we fetch the other Salesforce users in this dropdown? Or how can we make a Salesforce user as a lead owner?

Thank you in advance for the help.

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Best answer by GetUWired 9 February 2021, 14:58

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3 replies

GetUWired
Userlevel 7
Badge +12

@thinker500 
That alphanumeric string is the salesforce id associated to the user. 

It is odd that it doesn’t pull more users or the names associated with the user ID. You can get this id out of Salesforce by following the instructions here: https://help.salesforce.com/articleView?id=000312782&type=1&mode=1 
 

 

T
Userlevel 3
Badge

@GetUWired The Salesforce account that I added to the Zapier is a “Standard User” profile. It’s not the “System Administrator” profile. Could this affect the pulling of users for the “Owner” field in the Zapier?

GetUWired
Userlevel 7
Badge +12

@thinker500 

Yes, I would say that could certainly be the case. If the authenticated user doesn’t have permissions to retrieve the details of all users then neither will Zapier.

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