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does anyone know where or how to add a Risk Tolerance record to Salesforce? what object would it be and how to go about it? i can Find an existing one but having trouble creating a new one. Thanks

Hi ​@Jazzy3 

Try using this Zap action: Salesforce - Create Record

You may have to work with your Salesforce Admin to determine the name of the object to use.

Help links for using Salesforce in Zaps: https://zapier.com/apps/salesforce/integrations#help

 

Cant seem to figure it out using create, admins aren't always the most helpful. I was assuming possible API? would need some direction with that.

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