I am trying to use Zapier to integrate Volunteerhub and Salesforce, and I am stuck on the last step of my process. When someone volunteers, I want the type of work they do (think Admin, Field Trip, etc) to add to a multi-select list on their Contact page. The issue I am running into is I need to be able to add the value from the new volunteer event to the existing values already in Salesforce, and I cannot figure out how to get and modify the existing value, only how to overwrite it.
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.
+14- Zapier Orchestrator & Solution Partner
- 34001 replies
Hi
You need to add a Zap step to first find the existing Salesforce record to get the current field value, then you can append to that exiting value by passing the existing value back into the same field.
For us to have more info, post screenshots showing how your Zap step is configured in EDIT mode in the CONFIGURE tab so we can see the field type and field options if it is a dropdown list.
Help links for using Salesforce in Zaps: https://zapier.com/apps/salesforce/integrations#help
Select more than one value from the dropdown field
If you have a multi-select pick list field in Salesforce then you can select multiple items by using semicolon character ; between them.
Alternatively if you're passing data from a previous step, you can use Formatter to create a string with ; as the separator.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.