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

  • Dec 12, 2023 8:57 PM UTC
  • 4 replies
  • 93 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

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4 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • Dec 12, 2023 9:29 PM UTC

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
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  • Zapier Orchestrator & Solution Partner
  • Dec 12, 2023 10:22 PM UTC

@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
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  • Zapier Orchestrator & Solution Partner
  • Answer
  • Dec 12, 2023 10:22 PM UTC

@TestingZapsOW 

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