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Best answer

Salesforce integration with lead ad connector

  • January 23, 2021
  • 4 replies
  • 104 views
J

Hi,

The instructions for connecting to SF from zapper (How to Get Started with Salesforce on Zapier), appear to be too simplistic.

For example what if you have multiple sandboxes, does Zapper let you choose which one?

Are you able to reuse a zap and change the SF environment it points too, that is go from sandbox to production so UAT is testing what has been built. Otherwise it is just a POC, if you have to rebuild  in production. 

Are there any good blogs on the internet covering this?

Thanks in advance 

Jules

Best answer by Troy Tessalone

@Jules

Yes, the authenticated app account used for a Zap step can be changed at any time.

NOTE: That may result in having to remap all the fields in the Zap.

Zap Basics Article: https://zapier.com/help/create/basics/set-up-your-zap-trigger#choose-your-app-account

Some advice: when in doubt test it out.

With a Zapier free plan you can do a quick proof of concept.

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

4 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • January 23, 2021

Hi @Jules 

When authenticating the Salesforce App in Zapier you can choose the environment as production or sandbox: https://zapier.com/app/connections

Check out this help article: https://zapier.com/help/doc/how-get-started-salesforce-zapier

For each Salesforce step in a Zap you can choose which authenticated Salesforce app to use.

Hope that answers your questions.

Give it a try and let us know.

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
J
  • JulesBeginner
  • Author
  • Beginner
  • January 24, 2021

Hi Troy,

Thanks for replying.

Still not clear as to whether the conector can be repointed to another environment after inital setup, e.g. from sandbox to production.

I like to know how things work before implementing.

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • Answer
  • January 24, 2021

@Jules

Yes, the authenticated app account used for a Zap step can be changed at any time.

NOTE: That may result in having to remap all the fields in the Zap.

Zap Basics Article: https://zapier.com/help/create/basics/set-up-your-zap-trigger#choose-your-app-account

Some advice: when in doubt test it out.

With a Zapier free plan you can do a quick proof of concept.

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
J
  • JulesBeginner
  • Author
  • Beginner
  • January 25, 2021

Thanks Troy.

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