Salesforce connection custom fields

Status: Open · Asked by Eskinder Assefa on · 0 views

Eskinder — Question ·

I am trying to create a contact in Salesforce when a new booking happens in Bookeo.
However, I am only seeing a few Salesforce fields:
--I don't see the custom fields in Salesforce that map to the fields in Bookeo
--I don't even see standard fields like State/Province.

How do I retrieve these Salesforce fields in Pabbly so I can map them correctly with the Bookeo fields I see?

Arshil Ahmad — Reply ·

Hi @Eskinder,

Please try using the 'Salesforce: Create Record' action event. That should provide you with access to the custom fields

Eskinder — Reply ·
Hi @Eskinder,

Please try using the 'Salesforce: Create Record' action event. That should provide you with access to the custom fields


Thanks, Arshil.
I am now receiving an error due to a multi-pickllist field in Salesforce. How do I bypass this field (rather than delete it in Salesforce)?
Arshil Ahmad — Reply ·

Please allow us some time to look into this concern. We will get back to you with an update soon.

Eskinder — Reply ·
Please allow us some time to look into this concern. We will get back to you with an update soon.

Just so you know, the error message I am getting is "Cannot deserialize instance of multipicklist from START_ARRAY value [line:1, column:585]"
It won't let me save and send the response until this is resolved.
Arshil Ahmad — Reply ·
  1. Could you please state which field is a multi-select field in your 'Salesforce: Create Record' action step?
  2. Also, please state the format in which you enter the Start Date in your Salesforce account when creating a contact manually. Share a screenshot of the same.

Eskinder — Reply ·

Hi Arshil -
the multi-select field is called "Contact Type"
The date format is mm/dd/yyyy

I have attached screenshots for both

Attachments

Contact type field.png
date format.png
Arshil Ahmad — Reply ·

The issue appears to be related to addition of Start Date in your 'Salesforce: Create Record' action step. You can skip a multi-select field by enabling the mapping button and clearing the field. I made those changes to your action step, and it appears to be working now.

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