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Why doesn't Salesforce "Update field on Record" work with New Record

  • 16 November 2020
  • 4 replies

I have a Zap that it suppose to update Mailchimp when a field is updated. the issue is, it only appears to work with existing records, that I then change to meet the criteria.

If I create a new record that meets the criteria, it doesn’t do anything. why?


Best answer by Troy Tessalone 16 November 2020, 21:53

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4 replies

oh well, I’m embarrassed. thank you @Troy Tessalone  

Userlevel 7
Badge +14

Correct, you’ll have to use a filter step to check for criteria conditions:

I don’t seemed to able to add a criteria, to a Zap that has Create Record as a trigger

Userlevel 7
Badge +14

NEW Record is different than an UPDATED Record.

In other words, a NEW Record hasn’t been UPDATED yet.

So you’d need another Zap to check for NEW Records that meet the designated criteria, perhaps using a filter.