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  • How do I find/update records in Salesforce and create/connect new Opportunity, Product, and Custom Objects via Zapier?
Question

How do I find/update records in Salesforce and create/connect new Opportunity, Product, and Custom Objects via Zapier?

  • 21 March 2024
  • 3 replies
  • 28 views
M

Hi,

I would like to know hot to find record in Salesforce, eventually Update them if they already exist and after all that Is it possible to Create/Find an Account and then Connect to it Opportunity, Product, PriceBook Entry, and a custom Object.
The logical flow would be that If an Account aready exhist use that Account, if there are new informations update it and every time that that Account maked a Booking, they have to create a new Opportunity linked to that account, a new Product linked to that Opportunity and a new group Linked to the Account.

However I’m new to Zapier and I have no idea how to set this flow and if there are decision blocks to make.

Can You help me?

3 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @M.Salesforce 

Salesforce Zap triggers/actions: https://zapier.com/apps/salesforce/integrations#triggers-and-actions

Salesforce help article to reference: https://zapier.com/apps/salesforce/help

 

To help us have more context, post screenshots with how your Zap steps are outlined and configured.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
M


The Logic flow is this:
it search data in Regiondo, create Account, or search for an exhisting one;
Person Account> Opportunity > Product > PriceBookEntry > Opportunity Product > PERSON Account (the attendee that are linked to the first Client (the first on is the one who pays, the others are supposed to be the ones in the group who do not pay), but


I stumble upon this error:
 


It seems I am not able to take only the FirstName, LastName, Phone and Email of the attendee, and I’m stuck

Since the attendee is necessary because I need to create a group linked to the Opportunity and product.

Troy Tessalone
Userlevel 7
Badge +14

@M.Salesforce 

Error indicates certain fields are require or have invalid values.

Check the field descriptions for guidance.

Help article about how to configure Zap actions: https://zapier.com/help/create/basics/set-up-your-zap-action

 

For the First Name field it looks like you may need to retest step 1 and/or remap the variable due to the (!).

 

 

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor

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