I am new to Zapier and currently trying to setup a Zap to pull tasks from salesforce, filter them by tasks assigned to me, and then create google tasks from them so that they show up in my calendar. I was able to get the Zap to work but it is creating google tasks for me for salesforce tasks assigned to other people in my organization. I am attempting to create a filter in Zapier but do not see the “Assigned To” field as an option...any advice?
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Hi
Good question.
Salesforce may be returning your User ID, which if so, then you can filter by.
We would need to see screenshots of the DATA OUT returned from the Salesforce Zap trigger.
Here is a copy and paste since there is a scroll for the screen shot:
objectId
00T8c000055t7gmEAA
id
00T8c000055t7gmEAA-2023-10-04T15:57:05.000+0000
CreatedDate
2023-09-20T15:13:26Z
LastModifiedDate
2023-10-04T15:57:05Z
attributes
type
Task
url
/services/data/v55.0/sobjects/Task/00T8c000055t7gmEAA
WhoId
WhatId
0018c00002QkDZJAA3
WhoCount
0
WhatCount
1
Subject
F/U with BSE
ActivityDate
2023-10-04T00:00:00Z
Status
Completed
Priority
Normal
IsHighPriority
false
OwnerId
0058c00000BiDHYAA3
Description
IsDeleted
false
AccountId
0018c00002QkDZJAA3
IsClosed
true
CreatedById
0058c00000BiDHYAA3
LastModifiedById
0058c00000BiDHYAA3
SystemModstamp
2023-10-04T15:57:05Z
IsArchived
false
CallDurationInSeconds
CallType
CallDisposition
CallObject
ReminderDateTime
2023-10-04T12:00:00Z
IsReminderSet
false
RecurrenceActivityId
IsRecurrence
false
RecurrenceStartDateOnly
RecurrenceEndDateOnly
RecurrenceTimeZoneSidKey
RecurrenceType
RecurrenceInterval
RecurrenceDayOfWeekMask
RecurrenceDayOfMonth
RecurrenceInstance
RecurrenceMonthOfYear
RecurrenceRegeneratedType
TaskSubtype
Task
CompletedDateTime
2023-10-04T15:57:05Z
Migration_Source__c
Monday_User__c
Comments__c
Owner_Profile__c
Commercial Team
Close_Task__c
false
Task_Owner_Manager__c
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Example of a linked Object record ID.
OwnerId field shows the Owner ID from the linked user.
This task is not one of mine, how do I find my OwnerId?
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In Salesforce, go to your Record.
It should show the Record ID in the browser URL.
Or you can add a temp test step to find the Record ID.
Hi Troy thanks I was actually able to go to my profile and copy my ID out of the browser. I think I am missing something with my setup here. I have:
Ultimately my desire here is to sync my tasks in salesforce to my google calendar, please let me know if there is a better approach.
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Have you tried turning the Zap ON and testing live?
Then check your Zap Runs to see the DATA IN/OUT for each Zap step to help you troubleshoot.
It failed on the filter of the owner id. On the below record selector step should I be using variables somehow? Why does it look for the exact information of one record rather than all open tasks for example for my user? I went through and removed all of the data I would want to be variable and now if I try to run it there is an error that the data is missing...
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We would need to see screenshots of the DATA IN/OUT for each Zap step from the Zap Runs.
Here is the most recent record in the Zap History…the thing to note is that this task should not work as it is not my task so the filter is in fact working...that being said I created a new task and tried to run the zap and I dont see anything happening...
Full text
id: 00T8c000059NcQgEAK
attributes:
type: Task
url: /services/data/v55.0/sobjects/Task/00T8c000059NcQgEAK
WhoId: 00Q8c000019q3atEAA
WhoCount: 1
WhatCount: 0
Subject: Check In
ActivityDate: 2024-07-01T00:00:00Z
Status: Open
Priority: Normal
IsHighPriority: false
OwnerId: 0058c00000DUvTDAA1
IsDeleted: false
IsClosed: false
CreatedDate: 2023-10-04T20:52:10Z
CreatedById: 0058c00000DUvTDAA1
LastModifiedDate: 2023-10-04T20:52:11Z
LastModifiedById: 0058c00000DUvTDAA1
SystemModstamp: 2023-10-04T20:52:11Z
IsArchived: false
ReminderDateTime: 2024-07-01T13:00:00Z
IsReminderSet: true
IsRecurrence: false
TaskSubtype: Task
Owner_Profile__c: Sales
Close_Task__c: false
Task_Owner_Manager__c: Todd xxx
Fields with no value:
WhatId
Description
AccountId
CallDurationInSeconds
CallType
CallDisposition
CallObject
RecurrenceActivityId
RecurrenceStartDateOnly
RecurrenceEndDateOnly
RecurrenceTimeZoneSidKey
RecurrenceType
RecurrenceInterval
RecurrenceDayOfWeekMask
RecurrenceDayOfMonth
RecurrenceInstance
RecurrenceMonthOfYear
RecurrenceRegeneratedType
CompletedDateTime
Migration_Source__c
Monday_User__c
Comments__c
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This Zap Run was filtered because the Filter step conditions were not met, which makes sense.
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The Zap trigger being used is scheduled, meaning it can take from 1-15 minutes to fire depending on your Zapier plan.
Why did it not find the correct task that should have met the conditions?
Even if I manually run the zap that doesn’t override the schedule?
Here is what I have configured…I suspect it isn’t running again because it won’t let me republish because of those yellow errors. So I should be manually populating data in those fields? Ultimately the Subject , Description and Date/Time should be dynamic values that change per task...
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The ( ! ) indicates the mapped variable may need to be remapped.
Make sure to manually test each Zap step.
I think this may be the issue I am not currently using any variables. How do I know what the value should be for each of those variables rather than using static data?
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Your previous screenshots showed mapped variables for the action steps.
If you changed the Zap trigger, then you will need to remap those variables.
Looks like it finally worked!
+11
Yay! Glad to hear it’s working now
If you have any further issues please do reach out in the Community again. Until then, happy Zapping! 😁⚡
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