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Answer

Salesforce - Collect Data from Salesforce for another App

  • August 7, 2020
  • 1 reply
  • 134 views
S

Hi guys,

 

Currently I am looking for a way to get Data out of Salesforce in another App (JobRouter - digitazation platform).

For example: I need the Account information (street, city, etc.) from BMW when I am creating a new contract in JobRouter. How can I collect the Data out of Salesforce? I only can choose trigger events..

 

Can anyone give me a hint? Is this possible in Zapier?

 

Thanks in advance!

Stephan

 

Best answer by steph.n

Hi @StephanMeier - Thank you for the question! Yes, here’s a link to what our Salesforce integration can do for you: https://zapier.com/apps/salesforce/integrations#triggers-and-actions

I think you’re looking for the Search actions (Find Record) that we have that will let you look up information like the account information such as address. Hope this helps!

Wemakefuture
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

steph.n
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  • steph.nBuilder
  • Builder
  • Answer
  • August 21, 2020

Hi @StephanMeier - Thank you for the question! Yes, here’s a link to what our Salesforce integration can do for you: https://zapier.com/apps/salesforce/integrations#triggers-and-actions

I think you’re looking for the Search actions (Find Record) that we have that will let you look up information like the account information such as address. Hope this helps!

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