Hello. I’m working on importing record or data from Airtable to Salesforce. I created a custom automation in Airtable that runs when the button is pressed. However, the data is not being updated in Salesforce as expected for each table.
+11Hi there,
It sounds like you're on the right track with creating a custom automation in Airtable to push data to Salesforce. However, I understand that the data isn't updating in Salesforce as expected, which can be frustrating.
To help troubleshoot this issue, could you provide a bit more detail? Specifically:
- Which fields in Airtable and Salesforce are you trying to update? Are they mapped correctly?
- Are there any error messages or logs from the automation that might indicate where the process is breaking down?
- Could you share some screenshots of your automation setup in Airtable and the relevant Salesforce configuration? This might help in identifying any potential issues or mismatches.
Pello
+6Hi there,
It sounds like you're on the right track with creating a custom automation in Airtable to push data to Salesforce. However, I understand that the data isn't updating in Salesforce as expected, which can be frustrating.
To help troubleshoot this issue, could you provide a bit more detail? Specifically:
- Which fields in Airtable and Salesforce are you trying to update? Are they mapped correctly?
- Are there any error messages or logs from the automation that might indicate where the process is breaking down?
- Could you share some screenshots of your automation setup in Airtable and the relevant Salesforce configuration? This might help in identifying any potential issues or mismatches.
Pello
Here is my data from airtable i want to update in salesforce. I dont getting any error but data is not updating. Can you help. me Currently i am using make.com if anyother method please let me know
+3i think this is more of a make problem than an airtable one. Can you ensure the following:
- In the history (in make.com) has the automation run? If yes, can you check the bundle input and output if that is what you expect?
- How do you trigger the webhook?
+6i think this is more of a make problem than an airtable one. Can you ensure the following:
- In the history (in make.com) has the automation run? If yes, can you check the bundle input and output if that is what you expect?
- How do you trigger the webhook?
@Workflow_heroes Forget about the make.com, I am unable to do that. How can i implement this using Airtable automation or anyother method. My automation run when record is updated
+3Do you have an enterprise account? Then : https://support.airtable.com/docs/airtable-sync-integration-salesforce
If you have a business account you can make an airtable automation. I am however unable to assist there as I do not have a salesforce account. I do know my way around make.com 🙂
+6Do you have an enterprise account? Then : https://support.airtable.com/docs/airtable-sync-integration-salesforce
If you have a business account you can make an airtable automation. I am however unable to assist there as I do not have a salesforce account. I do know my way around make.com 🙂
@Workflow_heroes Yes i have busniess account but main issue is that it is salesforce to airtable. I want airtable to salesforce.
+21I do think you were on the right track initially with using Make for this purpose. Per the Airtable documentation here, it seems like Salesforce syncs within AT are one-way (into AT, not out). Maybe you could right some kind of API call script to run in the automations, but it's gonna be way complex.
Make can definitely be a bit finicky when you start with it, but it's extremely flexible and worth learning because it can do amazing things.
On the Make side, any particular reason you were using a custom webhook instead of the built in "Watch" function? You could make that trigger off an AT "Last Modified Time" field tied to a AT checkbox field (called upload to Salesforce or whatever). Then for Salesforce (which I don't have, but theoretically) you either update record, or you might need to do "Get Record" to correlate your AT record to your SF record before "Updating" (unless you're two-way syncing this, where you make an AT field that contains the SF record id to simplify this process).
+6I do think you were on the right track initially with using Make for this purpose. Per the Airtable documentation here, it seems like Salesforce syncs within AT are one-way (into AT, not out). Maybe you could right some kind of API call script to run in the automations, but it's gonna be way complex.
Make can definitely be a bit finicky when you start with it, but it's extremely flexible and worth learning because it can do amazing things.
On the Make side, any particular reason you were using a custom webhook instead of the built in "Watch" function? You could make that trigger off an AT "Last Modified Time" field tied to a AT checkbox field (called upload to Salesforce or whatever). Then for Salesforce (which I don't have, but theoretically) you either update record, or you might need to do "Get Record" to correlate your AT record to your SF record before "Updating" (unless you're two-way syncing this, where you make an AT field that contains the SF record id to simplify this process).
@DisraeliGears01 Great Answer, But i am suffering to implement it in Make.com. For using Custom Webhook. i am using a button to run the automation.
Can you help me with that any tutorial?
+11
@medfuturexai, to trigger the Make.com script from Airtable, follow these steps:
1. Replace the Custom Webhook: Use the Airtable operator "Watch Responses" instead of your current Custom Webhook.
2. Trigger the Webhook via Airtable: Utilize a Script Block in Airtable Automations to trigger the webhook, passing the `RecordID` as a parameter.
let config = input.config();
let url = `https://hook.eu1.make.com/xxx?myRecord=${config.myRecord}`;
fetch(url);
3. Initial Script Execution: Run the script once to set up the `RecordID` parameter in your Make.com script.
4. Retrieve the Record: Use the "Get Record" operator in Airtable to load the specific record and utilize it in your Make.com script.
+6
@medfuturexai, to trigger the Make.com script from Airtable, follow these steps:
1. Replace the Custom Webhook: Use the Airtable operator "Watch Responses" instead of your current Custom Webhook.
2. Trigger the Webhook via Airtable: Utilize a Script Block in Airtable Automations to trigger the webhook, passing the `RecordID` as a parameter.
let config = input.config();
let url = `https://hook.eu1.make.com/xxx?myRecord=${config.myRecord}`;
fetch(url);
3. Initial Script Execution: Run the script once to set up the `RecordID` parameter in your Make.com script.
4. Retrieve the Record: Use the "Get Record" operator in Airtable to load the specific record and utilize it in your Make.com script.
@Pello thank you for your message. But i have multiple recordID i want to update in salesforce.
Using single recordID i am using same automation which you shared above. But i am unable to update the data in Salesforce. It required recordID.
+11@Pello thank you for your message. But i have multiple recordID i want to update in salesforce.
Using single recordID i am using same automation which you shared above. But i am unable to update the data in Salesforce. It required recordID.
@medfuturexai, if you have multiple RecordIDs to update in Salesforce, you have a few options:
1. Trigger the Make.com Script Per Record: You can set up the automation to trigger the Make.com script for each RecordID individually. This way, the automation will handle each record separately and pass the corresponding RecordID to Salesforce.
2. Batch Processing: Alternatively, you could explore batching the RecordIDs into a single trigger. This would involve modifying the script to handle multiple records at once, but keep in mind that this approach might require additional logic to process each record correctly in Salesforce.
3. Loop in the Script: You could also implement a loop within your script to iterate through all the RecordIDs and trigger the Make.com script for each one.
Hope that helps!
+6@medfuturexai, if you have multiple RecordIDs to update in Salesforce, you have a few options:
1. Trigger the Make.com Script Per Record: You can set up the automation to trigger the Make.com script for each RecordID individually. This way, the automation will handle each record separately and pass the corresponding RecordID to Salesforce.
2. Batch Processing: Alternatively, you could explore batching the RecordIDs into a single trigger. This would involve modifying the script to handle multiple records at once, but keep in mind that this approach might require additional logic to process each record correctly in Salesforce.
3. Loop in the Script: You could also implement a loop within your script to iterate through all the RecordIDs and trigger the Make.com script for each one.
Hope that helps!
@Pello thanks. It will be great help if you can give me example scenario for multiple record with salesforce update record.
+17Hopefully you got this working already, but just for future visibility, can also consider using a dedicated sync tool like Whalesync for this that just 2-way syncs Salesforce and Airtable.
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