Salesforce Search Record

[mgoesshofmag]

I am trying to use the Saleforce Search Record function. https://connect.pabbly.com/workflow/mapping/IjU3NjUwNTY1MDYzNzA0MzM1MjZlNTUzYzUxM2Ii_pc

In the field for 'Salesforce Object' it won't let me select anything.

What is causing this?

Markus

 

[ArshilAhmad]

Hi @mgoesshofmag,

Please log in to your Pabbly Connect and Salesforce accounts in an Incognito Tab, and establish a new connection. While establishing the new connection, please ensure that you grant the necessary permissions as shown in this video.

 

[mgoesshofmag]

Hi Arshil,
I have created another salesforce connection in an incognito tab and it still doesn't work.

I am trying to create a flow where a lead is either created or updated. So my understanding is that I need to have a step that searches for a record, and then have another step with the Pabbly Router.

Is that right?

Here is a video showing how Salesforce Objects aren't shown when 'Search Record' is selected https://us02web.zoom.us/clips/share...A--i06w6bzMBQwr47M9kqmgne0Jt.y3foeXzBbn707kzH

 

[ArshilAhmad]

Kindly record a short screen recording making a new connection with your Salesforce account. Make sure to show yourself granting the necessary permissions in the popup.

 

[mgoesshofmag]

see video here https://us02web.zoom.us/clips/share...nCKqafGcUQ4dFa4Oh0ugCQQH2tnp.iYeSAJWqMBLPN3UE

 

[ArshilAhmad]

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

 

[mgoesshofmag]

Hi Arshil, do you have an update on this please?

 

[Supreme]

I have forwarded your concern to the integration team and they will look into it.

 

[mgoesshofmag]

Hi, has the integration team been able to look into this?

 

[Supreme]

Our team is checking on it and shall notify you with an update soon.

 

[mgoesshofmag]

Hi, it's been 10 days since I submitted this issue and it's still not been resolved.

Are you able to give me a rough timeframe of when this will be fixed?

Thank you,
Markus

 

[Supreme]

Apologies for the delay, but our team is currently investigating the matter and will provide you with an update shortly.

 

[mgoesshofmag]

COuld you please give me an estimate of how much longer this will take to fix?

 

[Supreme]

Hey @mgoesshofmag

It may take up to 7 working days, according to the integration team's consultation.

We will notify you as soon as we have any updates.