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Hi everyone,

I've set up a simple Zap to send new records from Salesforce to Google Sheets. It works perfectly when a new record is created — the data is correctly transferred to the sheet.

However, I'm running into an issue when I try to mass transfer records. In that case, Zapier only shows the Salesforce Record ID, but none of the additional fields I need. I want to see all the available data fields so I can apply filters and select only the records I need to transfer.

I've already tested and reconnected the Salesforce account in Zapier, and the user profile seems to have all the necessary permissions.

Has anyone encountered this issue or know how to resolve it?

Thanks in advance!

 

Hey ​@Matteo Ottaviani ,

 

Can you share screenshot of your Zapier workflow? Also can you share screenshot of Google Sheet? I want to see a few records


Hi ​@jayeshkumarbhatia , sure thing and thanks for looking into this.

 

 


I saw that a couple of screenshots didn’t come through. 
 

 

 


Hey ​@Matteo Ottaviani , Can you share screenshot of your Google Spreadsheet also?


Here you go, thanks.

 

 


Hey bro, I faced the same issue. When doing bulk transfers, Zapier only shows the record ID unless it fetches the full fields properly. Try using a Salesforce report as the trigger — it's easier to filter and you get all the fields. Hope it works for you!

 


Thanks ​@Felix4534 .

There is no option to use a Salesforce report as a trigger, AFAIK but I just exported the report from Salesforce as a CSV and imported it in Google Sheet.

Now every time a new record is created, it will add a new row.

Thanks,
Matteo


Hey ​@Matteo Ottaviani and everyone who contributed—just wanted to say a big thank you to all! 🧡

Really appreciate you following up to share how you solved this, ​@Matteo Ottaviani. This will be super helpful for others running into the same issue. 🙌 I’ll mark your solution as the best answer to help surface that to others in the Community. And you’re absolutely right, there isn’t any “New Report” Salesforce trigger currently. If you’d like you can reach out to our Support team to put in a feature request for that sort of trigger to be added in the future.

Happy Zapping! 😁⚡️


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