SlapFive Activity > Salesforce Customer Activity

When a SlapFive Activity is created or updated, create or update a SlapFive Customer Activity record in Salesforce.

While setting up this Zap, it needs to retrieve a recent Activity record from your SlapFive instance so that you can map its fields and test your configuration. Before starting, make sure you have at least one Activity record.

While logged into your Zapier account, click here to go to the share page for this Zap, and click the Try this Zap button.

1. Trigger to listen for a new or changed Activity in SlapFive

1. On the Choose account screen, select your Connected Account for SlapFive and click Continue.

2. Click the Test trigger button, and you will see the data for one of your requests, then click Continue.

2. Action to find the Contact Record in Salesforce for Member who performed the Activity

1. On the Choose app & event screen, click Continue.

2. On the Choose account screen, select your Connected Account for Salesforce and click Continue.

3. On the Set up action screen, in the Salesforce Object field, search on SlapFive and select Contact. Make sure the fields are mapped as follows and click Continue:

   • Field to Search By: Email

   • Search Value: 1. Customer Email: ...

4. On the Test action screen, click Test & Review to make sure that the Contact record for this customer was found in Salesforce.

3. Action to see if this SlapFive Activity Record already exists in Salesforce

1. Click to open Step 3.

2. On the Choose account screen, select your Connected Account for Salesforce and click Continue.

3. On the Set up action screen, in the Salesforce Object field, search on SlapFive and select SlapFive Customer Activity. Make sure the fields are mapped as follows and click Continue.

   • Field to Search By: SlapFive Activity ID

   • Search Value: 1. ID: ...

   • SlapFive Activity: 1. ID: ...

4. On the Test action screen, click Test & Review and make sure that the SlapFive Activity record was found or created in Salesforce.

4. Action to Update the SlapFive Customer Influence Record in Salesforce

1. Click to open Step 4.

2. On the Choose account screen, select your Connected Account for Salesforce and click Continue.

3. On the Set up action screen, in the Salesforce Object field, search on SlapFive and select SlapFive Customer Activity. Make sure the fields are mapped as follows and click Continue. If you get a box that says Extra Fields, DO NOT click the Remove these extra fields button.

   • Record to Update: 3. ID: ...

   • Activity Type: 1. Activity Type Name: ...

   • Account: 2. Account ID: ...

   • Activity Date: 1. Date Time: ...

   • Contact: 2. ID: ...

   • Engagement Score: 1. Activity Type Points: ...

   • Notes: 1. Notes: ...

   • Related To Opportunity: 1. Opportunity ID: ...

   • Responded To This Prompt: 1. Prompt Title: ...

   • SlapFive Activity: 1. ID: ...

   • Viewed This Board: 1. Board Name: ...

   • Prompt Response Story URL: 1. Story URL: ...

4. On the Test action screen, click Test & Review to make sure that the SlapFive Customer Influence record is updated in Salesforce.

5. If the test is successful, click the Turn on Zap button, otherwise check your field mappings.