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.
Best answer by EOppegaardView original
Check this article: https://zapier.com/help/doc/tips-and-tricks-salesforce-triggers-and-actions#i-want-to-select-more-than-one-value-from-the-dropdown-field
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
Can you provide a screenshot of the Salesforce step picklist field options you are trying to map the data point to?
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!
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?
No such template exists.
As an alternative you could use a GSheet and a GSheet Lookup Row action, which may be easier to create and maintain than a Formatter Lookup Table.
I am getting a syntax error though, so need to troubleshoot further after dinner.