dandion
Member
Hi!
We have a partner company who's trying to make a connection between some forms on their website and our Salesforce to send us their client's information.
This is how it starts
and at the end there are some conditions, or routes that work depending on the URL.
For example, on route 2, we have these steps:
We have an emai2case condition in Salesforce, so when we received the email on step 2 a case gets created. The problem with this is that we can't capture other details such as name, email, etc and we have to complete that manually. We talked with the company who is sending us this information and we agreed to change this and connect the form to salesforce directly and create the records with pabbly but we are having some problems with the configuration. I think some of the objects connections are not working.
I tried creating a lead and contact and they got created on our salesforce, but these are NOT the objects we need.
We need Account and Case, and everytime I try to create those we don't receive anything in salesforce, but I know the information through the form was sent successfully because I see the case created from the email2case configuration which comes from step 2.
Particulary in this step, I tried creating the account, I completed the necesary details and then I save and test I receive this:
I understand everything should be correct, but the account does not get created in SF.
Can you give some assistance with this? I am not sure what I am doing wrong.
Thanks!
We have a partner company who's trying to make a connection between some forms on their website and our Salesforce to send us their client's information.
This is how it starts
and at the end there are some conditions, or routes that work depending on the URL.
For example, on route 2, we have these steps:
We have an emai2case condition in Salesforce, so when we received the email on step 2 a case gets created. The problem with this is that we can't capture other details such as name, email, etc and we have to complete that manually. We talked with the company who is sending us this information and we agreed to change this and connect the form to salesforce directly and create the records with pabbly but we are having some problems with the configuration. I think some of the objects connections are not working.
I tried creating a lead and contact and they got created on our salesforce, but these are NOT the objects we need.
We need Account and Case, and everytime I try to create those we don't receive anything in salesforce, but I know the information through the form was sent successfully because I see the case created from the email2case configuration which comes from step 2.
Particulary in this step, I tried creating the account, I completed the necesary details and then I save and test I receive this:
I understand everything should be correct, but the account does not get created in SF.
Can you give some assistance with this? I am not sure what I am doing wrong.
Thanks!
