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Question

How do I populate the 'Parent Record' in Salesforce using Zapier?

  • August 13, 2024
  • 1 reply
  • 27 views

I am creating a task that ties a contact us form to our contact tasks in salesforce. The intent is to create a task in salesforce for our staff to follow up. 

Everything seems to be working but I am having an issue getting the “Parent Record” to populate any result in Zapier. When I got to the custom drop down nothing populates under the salesforce section like it has in my other zaps. 

 

 

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1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • August 13, 2024

Hi @zshelley 

You probably want to map the Record ID from Step 2 using the ‘Custom’ tab.