Hello, we are wondering is it possible to use Zapier to transfer a call recording that was recorded using Einstein's Conversation Insights from one SF instance to another?
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+14- Zapier Orchestrator & Solution Partner
Hi
It is possible to have 2 app account connections for the same app connected to Zapier: https://zapier.com/app/connections
TIP: Follow these suggestions to connect the app accounts:
You will need to determine the record type to use for the data you are trying to transfer.
Sometimes the only way to know is to configure and test.
- Beginner
Thank you
+14- Zapier Orchestrator & Solution Partner
I don’t know as each Salesforce instance is configured a bit differently and it can depend on the connected app accounts and the permissions/settings.
If those are an available record type to use in the Zap steps, then it would be possible.
Help links for using Salesforce in Zaps: https://zapier.com/apps/salesforce/integrations#help
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