Skip to main content
Best answer

How do I send a specific Salesforce record type to Slack in my Zap?

  • December 12, 2023
  • 4 replies
  • 47 views

Is there a way to select only a specific record type to be sent to Slack? 

Best answer by Troy Tessalone

@TestingZapsOW 

If you need added filtering, then use a Filter as step 2: https://zapier.com/apps/filter/help

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

4 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • December 12, 2023

Hi @TestingZapsOW 

Good question.

Which Zap steps are you trying to use?

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


@Troy Tessalone  hi! I use new record, but there isn’t a way to specify a specific record type 


Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • December 12, 2023

@TestingZapsOW 

The required field in the Zap trigger is to specify the Salesforce Object. (e.g. Contact, Account, Opportunity, etc.)

 


Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Zapier Orchestrator & Solution Partner
  • Answer
  • December 12, 2023

@TestingZapsOW 

If you need added filtering, then use a Filter as step 2: https://zapier.com/apps/filter/help