Question

EXCEL TO SALES FORCE

  • 25 January 2023
  • 3 replies
  • 26 views

Hello,

 

I want to create a ZAP that uploads from excel into salesforce, I am trying to convincey employer to use ZAP.

 

Would we need admin permission from our salesforce admin to upload  a new record into sales force?


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3 replies

Userlevel 7
Badge +14

Hi @Checkazap 

Good question.

Make sure to review the available help articles for using Salesforce in Zaps: https://zapier.com/apps/salesforce/help

Salesforce is a Premium Zap app that requires a Zapier paid plan.

Userlevel 7
Badge +8

Hi @Checkazap 

 

The user that is used to login to Zapier Salesforce integration needs to have the required permissions to create the new record in Salesforce. 

Userlevel 5
Badge +7

@Checkazap - how are you progressing? Were Moh or Troy able to help out with your request above? Either way let us know and we’re happy to support.

-Rachael