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Question

Looking to add a Risk Tolerance record to Salesforce Household

  • July 22, 2025
  • 2 replies
  • 10 views
J
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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

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • 34001 replies
  • July 22, 2025

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

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Authorized Zapier Solution Partner | #1 Zapier Community Contributor
J
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  • Jazzy3Beginner
  • Author
  • Beginner
  • 29 replies
  • July 23, 2025

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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