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Hello,

I am struggling to understand where and how custom salesforce fields show up in the previous step or just an option to map too. I am trying to map some custom salesforce fields to Hive fields using a “Create Action for Project” AND “Update Action”. I see some of our custom fields are available but not all and especially the new ones I’ve created. I checked field level security but specific fields are not available. Can anyone shed some light? 

Hi ​@Agiaquinto 

Help links for using Salesforce in Zaps: https://zapier.com/apps/salesforce/integrations#help

 

Custom fields/objects not loading

Sometimes when you add custom fields or objects in Salesforce, there is a delay between when they will appear in the Zap editor. To fix this with a trigger you can scroll to the bottom of the Salesforce Object menu and select to reload and bring in new choices.

If you are dealing with actions, here's a couple steps that may help:

  • Hard refreshing the page (Shift+F5 on a PC or CMD+Shift+R on a Mac) a couple times
  • Click ‘Refresh fields’ at the bottom of the Zap step
  • Copy that Zap and edit the copied version to see if the fields appear
  • Recreate the Zap from scratch
  • Wait a while longer, sometimes it takes a little while for the cache to refresh with those fields

 

Custom fields and objects may have delays appearing in the Zap editor dropdown menus after being added in Salesforce. 

  • To fix this for triggers:
    • In the Salesforce Object dropdown menu and click Load More.
  • To fix this for actions:
    • Hard refreshing the page (Shift+F5 on a PC or CMD+Shift+R on a Mac) a couple of times.
    • In the Salesforce dropdown menu, click Load More.

Hi there ​@Agiaquinto 👋

Did Troy’s reply help you get those missing custom fields appearing?

Let us know on how went, want to make sure this gets sorted!

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