I’m trying to get my Salesforce Reports to run and create new records in ClickUp. It seems like the ClickUp side is fine, but I’ve only been able to get Salesforce to the report, not the report’s data. Does anyone know how to get down to the data?
I’m trying to get my Salesforce Reports to run and create new records in ClickUp. It seems like the ClickUp side is fine, but I’ve only been able to get Salesforce to the report, not the report’s data. Does anyone know how to get down to the data?
Hi there,
I’d suggest taking a peek at this help article under “custom fields/objects not loading”. Sometimes there’s a bit of a delay when those fields are added from when they actually appear in the zap.
Do you mind running through those steps to see if it that does the trick? Let us know!
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