When a SlapFive content asset is shared from a Salesforce Opportunity, write a SlapFive Customer Influence record in Salesforce.
While setting up this Zap, it needs to retrieve a recent Content Share record from your SlapFive instance so that you can map its fields and test your configuration. Before starting, add Share a Board from a Salesforce Opportunity.
While logged into your Zapier account, click here 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.
1. Connect your SlapFive account
Select your SlapFive Connection and click Next.
2. Connect your Salesforce account
Select your Salesforce Connection and click Next.
3. Salesforce Object
Search on SlapFive, select SlapFive Customer Influence and click Next.
4. Record Type
Select Customer Content Share and click Next.
5. Opportunity
Select an Opportunity from the list and click Next.
6. Select the fields you want to edit in Salesforce
The fields will already be selected, just click Next.
7. Map fields from SlapFive into Salesforce
The fields will already be mapped, just click Next.
8. Let’s test out this Zap
Click Send Test. You will get the confirmation messageTest Record sent! Check your Salesforce account to view it.
