Question

EXCEL TO SALES FORCE

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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+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.

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor

+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.

Founder of GeekyAir.com

+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

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