Best answer

Error with Updated Opportunity (Salesforce) trigger

Forum|Forum|4 years ago
October 26, 2021
4 replies
470 views

+1

ASAoperations
Beginner

Hello,

I’ve set up a zap that triggers only when an Opportunity is updated to ‘Closed Won’, and then the Opportunity must pass a filter before the zap can proceed. However, there were old ‘Closed Won’ opportunities that triggered the zap, even though there had been no update made on these old opportunities. I wondered what in the trigger setup that went wrong.

Below is the trigger setup screenshot:

Below is the filter in the next step:

Appreciate if I could get some help to review the zap.

Best answer by Troy Tessalone

@ASAoperations

Yes, that should limit the Zap to only trigger when the Stage is updated to Closed Won.
TIP: When in doubt, test it out.

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+14

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|Forum|4 years ago
October 26, 2021

Hi @ASAoperations

Make sure you’re using the newer version of the Salesforce Zap app.

Then, try using this Zap trigger instead: Salesforce - Updated Field on Record

One reason the Zap may have triggered for “old” Opportunities, is because there can be sub-processes on the Salesforce side that may update an Opportunity when other things happen in Salesforce. (e.g. related Contact updated)

[Check the Opportunity history log in Salesforce for context.]

With the way you currently have the Zap trigger, it will fire anytime there is an update for Opportunities in the Stage = Closed Won, not just when they enter that Stage.