SlapFive Request > Salesforce Customer Influence

Anytime a Request is submitted from a Salesforce Opportunity and is then updated in SlapFive, update the SlapFive Customer Influence object in Salesforce.

While setting up this Zap, it needs to retrieve a recently changed Request record from your SlapFive instance so that you can map its fields and test your configuration. Before starting, submit a new Request 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.

1. Trigger to listen for a new or changed Request 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 requests, 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 Request ID

   • Search Value: 1. ID: ... Check Create Salesforce Record if it doesn't exist yet to expand the entry screen.

   • Record Type: Customer Reference Request

   • Opportunity: 1. Opportunity ID: ...

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

   • Record to Update: 2. ID: ...

   • Record Type: Customer Reference Request

   • Activity Type: 1. Activity Type Name: ...

   • Assigned To: 1. Assigned To Name: ...

   • Date: 1. Request Date: ...

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

   • Fulfillment Date: 1. Fulfillment Date: ...

   • Influence Event: Customer Reference Request

   • Need: 1. Need Description: ...

   • Need By Date: 1. Need By Date: ...

   • Note To Requester: 1. Note To Requester: ...

   • Preferred Customers: 1. Preferred Customers: ...

   • Rating Description: 1. Rating Description: ...

   • Request Notes: 1. Note: ...

   • Request Number: 1. Number: ...

   • Request Status: 1. Request Status: ...

   • Requester Rating: 1. Rating: ...

   • Requester: 1. Requester External ID: ...

   • SlapFive Request: 1. ID: ...

   • Team: 1. Team Name: ...

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

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