SlapFive Content View > Salesforce Customer Influence Activity

When a SlapFive content asset that was shared from a Salesforce Opportunity is then viewed by the recipient, write a SlapFive Customer Influence Activity record in Salesforce.

While setting up this Zap, it needs to retrieve a recent Content View record from your SlapFive instance so that you can map its fields and test your configuration. Before starting, view the board you shared from a Salesforce Opportunity in the previous Zap.

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 Content Share 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 Content Views, then click Continue.

2. Action to find the SlapFive Customer Influence Record in Salesforce or Create it

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 SlapFive Customer Influence. Make sure the fields are mapped as follows and click Continue:

   • Field to Search By: SlapFive Share ID

   • Search Value: 1. ID: ...

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

3. Action to Create the SlapFive Customer Influence Activity Record 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 Influence Activity. Make sure the fields are mapped as follows and click Continue:

   • Record Type: Customer Content Shared and Viewed

   • SlapFive Customer Influence: 2. ID: ...

   • Influence Activity: Customer Content Shared and Viewed

   • Opportunity: 2. Opportunity C: ...

   • Activity Date: 1. Created At: ...

   • For This Prospect Or Purpose: 1. Need For: ...

   • SlapFive Content View Details Link: https://slapfive.slapfive.com/client/tracking/share 1. Share ID: ...

   • Influence Score: Type the number that represents the Influence Score you want to assign to shared content views.

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

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