# SlapFive Request > Salesforce Customer Influence

{% hint style="info" %}
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.
{% endhint %}

While logged into your Zapier account, [click here](https://zapier.com/shared/942aad17b9efa30391a6f3c9a4d447ff8ad9e233) 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.


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.slapfive.com/integrations/salesforce/synchronize-data-between-salesforce-and-slapfive/salesforce-zaps-deprecated/slapfive-request-greater-than-salesforce-customer-influence.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.