Question

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

  • 14 February 2024
  • 1 reply
  • 51 views

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 reply

Userlevel 7
Badge +14

Hi @kristinchapp 

Add this Zap step: Salesforce - Find Record

Field to Search: ID

Field Search Value: Record ID from previous step

 

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