Skip to main content

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Learning Resources
All of our best learning resources can be found here.

Featured Articles Show & Tell Zapier's products AI Hub Zapier Tools Hub

Share your knowledge
Give back to the Community by sharing your automation wins and helping to answer questions.

Share your success See unanswered questions User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Best answer

Update a opportunity in Sales Force - CustomField

  • July 17, 2020
  • 1 reply
  • 287 views
A

Hi,

in our Salesforce we have certain field like “Next Steps” that will be posted in the “Opportunity Field History” each time I change the content of this field.

I would like to use zapier to grab the comment in trello and replace the “Field: Next Steps » value” with the value of the new entered comment in Trello.

I can grab the content in trello BUT i dont really understand or finde the right action with the Salesforce App to Update or replace the field value of the Field “Next Steps”.

Any suggestion?

Best answer by nicksimard

Hi @abuis78!

Here’s how I think you’d want to approach that.

Use the Find Record search action in order to find your opportunity. Once you have that, you should be able to use the Update Record action, then instead of choosing an opportunity from the dropdown, you would map the ID that you found i your search step. And then you’d also type or map a field into the Next Step field.

NOTE: those actions are in the most updated version of the Salesforce integration. If you’re using a legacy version you’ll see something like Find An Opportunity or Find a Custom Object.

Can you see if any of what I’ve said helps to point you i the right direction :)

View original
    Did this topic help you find an answer to your question?
    This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

    1 reply

    nicksimard
    Forum|alt.badge.img+11
    • nicksimardZapier Staff
    • Zapier Staff
    • 2115 replies
    • Answer
    • July 22, 2020

    Hi @abuis78!

    Here’s how I think you’d want to approach that.

    Use the Find Record search action in order to find your opportunity. Once you have that, you should be able to use the Update Record action, then instead of choosing an opportunity from the dropdown, you would map the ID that you found i your search step. And then you’d also type or map a field into the Next Step field.

    NOTE: those actions are in the most updated version of the Salesforce integration. If you’re using a legacy version you’ll see something like Find An Opportunity or Find a Custom Object.

    Can you see if any of what I’ve said helps to point you i the right direction :)

    Terms & Conditions