Question

How to create a note in Salesforce that's related to a contact record?

  • 19 January 2022
  • 6 replies
  • 390 views

Userlevel 1
Badge +1

Hello,

 

I’d like to create a zap action that creates a Note record that relates to a contact record in Salesforce. So far, my zap can create a note, but I’m not able to link it to a contact record.  Where can I see a field that let me do this? Appreciate if I could get some help.

Below is the screenshot of the step:

 


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6 replies

Userlevel 7
Badge +14

Hi @ASAoperations 

Did you check the options in the dropdown for the Owner field?

 

Userlevel 1
Badge +1

Hi @Troy Tessalone ,

Yes, the owner field let me choose which user is the owner of the note, but not link the note to a contact record.

 

Userlevel 7
Badge +14

@ASAoperations 

Maybe try adding a following step for Salesforce Update Record to see if that the available field to link to a Contact.

 

Userlevel 1
Badge +1

Still can’t find the ‘Add to Record’ field in the note :frowning2:

 

Userlevel 7
Badge +14

@ASAoperations 

Probably best to open a ticket with Zapier Support for further help: https://zapier.com/app/get-help

Userlevel 1
Badge +1

Ok, thanks @Troy Tessalone