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Question

Pull Salesforce Related Record Fields to Slack Message

  • 23 February 2022
  • 1 reply
  • 58 views
S

Hi all, 

Once an Opportunity is marked as Closed-Won in Salesforce, Zapier sends a Slack message to one of our Slack channels so that people can celebrate the win.

 

I am trying to pull the names of Opportunity Team Members into the Slack channel message (Opportunity Team is a separate object) but can’t seem to figure out how to do so. I have tried to use ‘Find Record in Salesforce’ functionality but I think I may be doing so incorrectly. 

 

Any help appreciated! 

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

1 reply

Troy Tessalone
Userlevel 7
Badge +14

Hi @Sonder Admin 

Please post screenshots with how your Zap steps are configured for us to have more context, thanks.

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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