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?
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.
+14- Zapier Orchestrator & Solution Partner
- 34004 replies
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
- 1 reply
Thank you
+14- Zapier Orchestrator & Solution Partner
- 34004 replies
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
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.