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Question

Pull Salesforce Related Record Fields to Slack Message

  • February 23, 2022
  • 1 reply
  • 72 views

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! 

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1 reply

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Zapier Orchestrator & Solution Partner
  • February 23, 2022

Hi @Sonder Admin 

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