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Answer

Regfox Zapier integration error: Last name does not exist in Salesforce

  • August 31, 2023
  • 8 replies
  • 180 views
MarvintProjects

Im having issues with a simple Zap. I need to create a integration between Regfox and Salesforce.

Im using Salesforce for Non Profits so it has the additional object Service and Service Participants. 

When there is a new registration through Regfox I want it to create a new contact if it does not exist. If it does exist then add the Service Participant to the Service they registered for. Im getting an error from the beginning of just creating a Contact in Salesforce it is say that last name does not exist. 
 


 

Best answer by ken.a

Hi there @MarvintProjects,

I’m jumping in to see if I can help!

I did some digging into this, and it seems like RegFox trigger only provides us test sample when testing. I found that other users requested the same feature, and a feature request has been submitted. This is being handled by the dev team that created the integration and will take a closer look to support this request.

Your email has already been added to the interested users' list. I don't have an ETA of when this will be implemented, but we'll be sure that they will contact you when it is.

However, there’s a workaround for this one. Here’s what you can try:

  1. Map the fields from RegFox to your Salesforce step.
  2. Skip testing the action step, by clicking on the “Skip test” button.
  3. Publish the Zap.
  4. Trigger the Zap while it’s published.
  5. Go to your Zap history, and check the Zap run.
  6. Follow this awesome Community post on how to map fields that do not appear in the sample data: 

Hopefully, this helps! 😊

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

8 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • August 31, 2023

Hi @MarvintProjects 

Good question.

Try using the Find Record and enable the Create Record (via checkbox at the bottom) instead of Create Record.

 

Step 3 Error

 

Make sure to first test Step 2, as an ID of 1 for a Salesforce Contact is not a valid Salesforce Record ID format.

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
MarvintProjects

I tried that but I don’t understand what I am doing wrong. I also tried doing a simple just create a contact and it is giving me a missing last name error 

 

 

 

Ive also try doing a simple connection of creating contact:

 

 

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • September 1, 2023

@MarvintProjects 

The values from Step 1 have “No data”.

Make sure to test step 1 and pull thru data to use to test the action steps.

Help: https://help.zapier.com/hc/en-us/articles/8496310366093

 

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • September 1, 2023

@MarvintProjects 

Also, the Field to Search By should be selected from the dropdown list of options.

You’ll want to use a unique value. (e.g. email address)

For example, 2 people could have the same name.

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
MarvintProjects

Thank you I feel like I am getting closer but it looks like I don’t even have Last name as an option to edit. 

 

Troy Tessalone
Zapier Orchestrator & Solution Partner
Forum|alt.badge.img+14
  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • September 1, 2023

@MarvintProjects

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
MarvintProjects

Does it matter that it is a billing name? It should be just be last name. Billing last name is for a different field. 

ken.a
Forum|alt.badge.img+6
  • ken.aZapier Staff
  • Zapier Staff
  • Answer
  • September 1, 2023

Hi there @MarvintProjects,

I’m jumping in to see if I can help!

I did some digging into this, and it seems like RegFox trigger only provides us test sample when testing. I found that other users requested the same feature, and a feature request has been submitted. This is being handled by the dev team that created the integration and will take a closer look to support this request.

Your email has already been added to the interested users' list. I don't have an ETA of when this will be implemented, but we'll be sure that they will contact you when it is.

However, there’s a workaround for this one. Here’s what you can try:

  1. Map the fields from RegFox to your Salesforce step.
  2. Skip testing the action step, by clicking on the “Skip test” button.
  3. Publish the Zap.
  4. Trigger the Zap while it’s published.
  5. Go to your Zap history, and check the Zap run.
  6. Follow this awesome Community post on how to map fields that do not appear in the sample data: 

Hopefully, this helps! 😊

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