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Question

How do I get the Full Name of the Record Owner instead of the Owner ID in Zap for Slack notifications?

  • February 13, 2024
  • 1 reply
  • 218 views
K

Hi!

I am working to create a new Zap that sends a notification to Slack whenever a Sales Stage changes to “Closed Won” in Salesforce (on Opportunity object). One of the fields I’d like to show in the notification is Record Owner. When I pull in that field, though, it only shows the Owner ID - not their name.

Does anyone know how I can pull in the Full Name?

Thanks,

Kristin

1 Attachments
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • February 14, 2024

Hi @kristinchapp 

Add this Zap step: Salesforce - Find Record

Field to Search: ID

Field Search Value: Record ID from previous step

 

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