How can I update record of the table in Salesforce record from Airtable

[medfuturexai]

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.

[Pello]

Hi 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

[medfuturexai]

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

[Workflow_heroes]

i 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?

[medfuturexai]

@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

[Workflow_heroes]

Do 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 🙂 

[medfuturexai]

@Workflow_heroes  Yes i have busniess account but main issue is that it is salesforce to airtable. I want airtable to salesforce.

[DisraeliGears01]

I 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). 

[medfuturexai]

@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?

[Pello]

@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.