I'm in need of assistance with taking data captured from a “New Row” in my google sheet and zapping that data over to one of my Salesforce objects.
My issue is this:
The google sheet has data that needs to be inserted into fields that have “picklists” and I’m running into an issue where “Zapier” wants to “hard select” a result to always be inserted into the field and is not recognizing that there is a picklist of results to select from on the Salesforce side.
I understand that there is a formatter tool that may help me with this.
In short.
New Row with data → Salesforce object “picklist” field = 😭
Need “New Row” data → Salesforce object “picklist” field = 😎
Does anyone use Zapier with SF that has experience with this?
Best answer by ken.a
Hi there @Steven Gutierrez,
I’m jumping in to see if I can help!
I think you can get away without adding the “Utilities in Formatter - Pick from list” action. Just a little context about that function. The "Pick from List" function is used to select an item from a list based on its position. This can be useful when you have a list of items and you want to select one specific item from that list. More about the “Pick from list” function here.
Now, about your "picklist fields" from Google Forms and Salesforce. Are the fields like "Favorite Color" and "Can your super hero breathe under water" expecting specific values in Salesforce? If not, you should be able to simply map the fields as a custom value that matches your Google Forms responses.
Please keep us posted! 😊
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I think you can get away without adding the “Utilities in Formatter - Pick from list” action. Just a little context about that function. The "Pick from List" function is used to select an item from a list based on its position. This can be useful when you have a list of items and you want to select one specific item from that list. More about the “Pick from list” function here.
Now, about your "picklist fields" from Google Forms and Salesforce. Are the fields like "Favorite Color" and "Can your super hero breathe under water" expecting specific values in Salesforce? If not, you should be able to simply map the fields as a custom value that matches your Google Forms responses.
So. I got it to work with this configuration. This is my test configuration, which is similar to how we use g-forms in our org. Thanks for the suggestions.
Perhaps you were looking for this Zap action: Formatter > Utilities > Lookup Table
But that is mean more for data translation.
For example, lookup X and return 1.
NOTES:
The way you have the Formatter > Utilities > Pick from List Zap action steps configure will always result in no output, so those may be useless steps that waste Tasks.
The Operation field is a standardized dropdown list that expects certain values.
Those values do not match the values you have mapped in.
