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 TessaloneView original
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.
Since the error happened, I have updated my zap to use Salesforce, instead of Salesforce (Legacy) .
The new trigger is as below:
Would this guarantee that the zap only fires when the opportunity is updated?
Yes, that should limit the Zap to only trigger when the Stage is updated to Closed Won.
TIP: When in doubt, test it out.
@Troy Tessalone !