SlapFive Request Fulfillment Board > Salesforce Customer Influence Activity

When a Fulfillment Board for a Request that was submitted from a Salesforce Opportunity is created or updated, update the SlapFive Customer Influence Activity object in Salesforce.

While setting up this Zap, it needs to retrieve a recently changed Request Fulfillment Board from your SlapFive instance so that you can map its fields and test your configuration. Before starting, add a Fulfillment Board to the Request you created for mapping the prior 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 or changed Request Fulfillment Board 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 a Request Fulfillment Member for one of your Requests, then click Continue.

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

1. On the Choose app & event screen, make sure Salesforce is selected and 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 Request ID

   • Search Value: 1. Request ID: ...

4. On the Test action screen, click Test & Review and confirm that Zapier found the record.

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

1. Click to open Step 3.

2. On the Choose app & event screen, make sure Salesforce is selected and click Continue.

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

4. 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:

   • Field to Search By: SlapFive FulfillmentId

   • Search Value: 1. ID: ...

   • Record Type: Customer Reference Activity Performed

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

   • SlapFive FulfillmentId: 1. ID: ...

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

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

1. Click to open Step 4.

2. On the Choose app & event screen, make sure Salesforce is selected and click Continue.

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

4. 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 to Update: 3. ID: ...

   • Record Type: Customer Reference Activity Performed

   • Fulfillment Status: Sent

   • Activity Date: 1. Status Change Date: ...

   • Influence Activity: Customer Reference Content Sent

   • Opportunity: 2. Opportunity C: ...

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

   • Fulfilled By SlapFive Content URL: 1. Board URL: ...

   • Fulfilled By SlapFive Content: 1. Board ID: ...

   • Fulfilled By SlapFive Content Name: 1. Board Name: ...

   • SlapFive FulfillmentId: 1. ID: ...

   • Influence Score: Enter the score you want to give to this event

   • SlapFive RequestId: 1. RequestId: ...

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

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