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enter image description hereAll I want to do is,

  1. Add Salesforce as destination
  2. From the Track Object, get a field
  3. Update to Salesforce

I created a custom action But it does not work

  1. everytime it inserts a lead
  2. My action is not executed What am I doing incorrect?enter image description here

Below image I am testing to create a case to see if that works. It throws and error for not including Salesforce:true. Not sure where to include that

Ruby Khan
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1 Answers1

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I think the issue is that you are using the Create operation for the action. Instead of creating a new case, you should use an Update operation. As the form says:

If the CRUD Operation is Update an ID field mapping is required.

I can't see that you have included an ID field in your field mappings there either. You will need that ID, so that you can update your customer.

philnash
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  • Can you please help me, Its still not working. I have so many questions. @philnash I am unable to attach image to show you here – Ruby Khan Sep 13 '22 at 18:20
  • I did what you said, its only inserting leads and not updating contacts – Ruby Khan Sep 13 '22 at 18:37
  • Do you mind sharing your email so that I could send your the issue. Please – Ruby Khan Sep 13 '22 at 18:49
  • You can edit your question to add more screenshots, that's probably the easiest thing to do. – philnash Sep 14 '22 at 01:56
  • i am attaching more screenshots to my question, please see – Ruby Khan Sep 22 '22 at 03:15
  • I can’t see any extra screenshots, but the ones you have still show you using a Create action, not an Update. One other thing, I’ve been laid off from Twilio, so I can no longer help here. Hopefully someone else can help from here. – philnash Sep 23 '22 at 02:59
  • you had mentioned ID field is required. Where do I get ID field from?? In my Track I dont have an ID that matches with SF Id, are you talking about updating SF ID? Please explain, doesnt mapping mean updating?? – Ruby Khan Oct 14 '22 at 11:13