I have a functioning email parser where it pulls in a field that I need to map to a picklist value in Salesforce.
For Example, the email parser will pull in a field “Apple” which I need to map to a Salesforce Picklist value of “Fruit”
I tried to build a lookup table through the formatter utility, but it isn’t mapping to the picklist field when the record is created or updated in Salesforce.
Any ideas?
Best answer by EOppegaard
@Troy Tessalone I actually got it to work! I had the formatter utility lookup after the “find create record in salesforce” step which was to update the field value. I recreated a zap with this in front and voila, it texted correctly.
Now on to create the same workflow to convert text into a two-letter country code for Salesforce. Are you aware if there is a template for this in Zapier? Or do I need to create another Lookup Table with every single country code in it
Thank you for the help!
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.
@Troy Tessalone thank you so much for the quick reply!
My issue is I can’t get to the picklist value at all. Here is a screenshot of what I am trying to do, which may be the complete wrong way of going about it.
“Salesforce Picklist Values” I am inserting later in the Zap which should match to a picklist in Salesforce
@Troy Tessalone I actually got it to work! I had the formatter utility lookup after the “find create record in salesforce” step which was to update the field value. I recreated a zap with this in front and voila, it texted correctly.
Now on to create the same workflow to convert text into a two-letter country code for Salesforce. Are you aware if there is a template for this in Zapier? Or do I need to create another Lookup Table with every single country code in it