Hi all, I am new to the community and to Zapier.
I work in external relations at a university and we use Salesforce as our CRM. Access to CRM is only for those managing partnerships, not the whole university. We have an issue keeping track of when payments are received from companies that we partner with on projects.
I built a custom object in Salesforce called Payments to manage invoices associated with an Opportunity. Here is what an example record looks like:
My team and I send out invoices but often the person who gets check is not on the external relations team, and does not have access to Salesforce. I created a Zap to add a new row on a shared Google Sheet whenever a Payment record status is changed to “Invoice Sent”. With the exception of the Opportunity Name coming in as gibberish (would love insight on how to fix this, but it’s not my priority right now), it’s working just fine.
What I want to happen now is the person who receives a check can look at this spreadsheet and see that it belongs to “Opportunity Name” and they would update column G “Status” to Payment Received. I am trying to create a Zap that would change the Payment Status in Salesforce to Payment Received (this is an option in the picklist I created in SF) when column G is updated.
Here is what each step of my Zap looks like:
Everything looks good until I test the Zap and get this error:
Can anyone help me figure out what I am doing wrong here? Thanks!!!
