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Best answer

Zapier Salesforce Created Case and now need to add Action Plan Template to the case

  • June 2, 2025
  • 5 replies
  • 50 views
J
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i used create record and was able to create a case in salesforce through Zapier. i then used Find Record to find the Action Plan Template. i am using Create Record in Salesforce with SalesForce Object: Action Plan, Target Record: ID of Case Created, Action Plan Template Version: ID of Action Plan Template, Action Plan Type: Industries, Start Date:  {{zap_meta_human_now}}. upon testing i get error: 

Failed to create a record in Salesforce

Could not create record of the "ActionPlan" object: Action Plan Template Version ID: id value of incorrect type: Shows Action Plan Template ID

Thanks in advance and also what should the name field be? the name of the Action Plan Template?

 

Best answer by Jazzy3

problem solved. used Find Record by Query with Object Action Plan Template Version to pull in the Version ID

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

5 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • 34072 replies
  • June 2, 2025

Hi ​@Jazzy3 

For us to have more info, post screenshots showing:

  • the encountered error
  • how your Zap step is configured in EDIT mode with the field mappings visible
⚡ Troy Tessalone - AutomationAce.com | Platinum Authorized Zapier Solution Partner | #1 Zapier Community Contributor
J
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  • Jazzy3Beginner
  • Author
  • Beginner
  • 32 replies
  • June 2, 2025

Zapier Tech Support says everything looks fine and it shouldn't be giving me an error. they told me to publish and then check, unfortunately i am waiting on Corporate to do so and cannot edit the Zap until they approve

J
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  • Jazzy3Beginner
  • Author
  • Beginner
  • 32 replies
  • June 2, 2025

seem to have found the issue. using the wrong ID. using the Action Plan Template ID (18 digits) instead of the Action Plan Template Version ID (15 digits). Action Plan Template Version ID is hidden. can i pull it from an API? if so would need some insight on how to do that.

J
Forum|alt.badge.img+2
  • Jazzy3Beginner
  • Author
  • Beginner
  • 32 replies
  • Answer
  • June 2, 2025

problem solved. used Find Record by Query with Object Action Plan Template Version to pull in the Version ID

SamB
Community Manager
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  • SamBCommunity Manager
  • Community Manager
  • 9738 replies
  • June 3, 2025

Awesome detective work, ​@Jazzy3! 🎉 So pleased you got it sorted, and thanks so much for coming back to share the solution—this will be super helpful for others running into similar errors with Salesforce.

Keep up the great work! 

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