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.
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While logged into your Zapier account, to go to the share page for this Zap, and click the Try this Zap button.
On the Choose account screen, select your Connected Account for SlapFive and click Continue.
Click the Test trigger button, and you will see a Request Fulfillment Member for one of your Requests, then click Continue.
On the Choose app & event screen, make sure Salesforce is selected and click Continue.
On the Choose account screen, select your Connected Account for Salesforce and click Continue.
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:
On the Test action screen, click Test & Review and confirm that Zapier found the record.
Click to open Step 3.
On the Choose app & event screen, make sure Salesforce is selected and click Continue.
On the Choose account screen, select your Connected Account for Salesforce and click Continue.
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:
On the Test action screen, click Test & Review to make sure that a SlapFive Customer Influence record is created in Salesforce.
Click to open Step 4.
On the Choose app & event screen, make sure Salesforce is selected and click Continue.
On the Choose account screen, select your Connected Account for Salesforce and click Continue.
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:
On the Test action screen, click Test & Review to make sure that the SlapFive Customer Influence Activity record is updated in Salesforce.
If the test is successful, click the Turn on Zap button, otherwise check your field mappings.
