SlapFive Content Share > Salesforce Customer Influence
When a SlapFive content asset is shared from a Salesforce Opportunity, write a SlapFive Customer Influence record in Salesforce.
Last updated
When a SlapFive content asset is shared from a Salesforce Opportunity, write a SlapFive Customer Influence record in Salesforce.
Last updated
While logged into your Zapier account, to go to the share page for this Zap, and click the Try this Zap button. Since this Zap only has two steps, it walks you through a wizard to set up.
Select your SlapFive Connection and click Next.
Select your Salesforce Connection and click Next.
Search on SlapFive, select SlapFive Customer Influence and click Next.
Select Customer Content Share and click Next.
Select an Opportunity from the list and click Next.
The fields will already be selected, just click Next.
The fields will already be mapped, just click Next.
Click Send Test. You will get the confirmation message Test Record sent! Check your Salesforce account to view it.
Click Next.
Click the Turn on Zap button.