Aug 25, 2023 07:19 AM
I manage an instance of SF at a company of 50+ employees. I would like to build an airtable base that generally mirrors it, but is better, and then establish a sync between the base I build and Salesforce. Has anyone done anything like this? Was the documentation helpful enough for me to rely on it to do a project like this?
Aug 23, 2024 09:36 AM
Feel free to shoot me an email (matthew@whalesync.com). Can set you up with 2-way sync for Salesforce x Airtable via Whalesync.
Aug 23, 2024 11:40 PM - edited Aug 23, 2024 11:40 PM
You can create your own custom syncing solution between Airtable and Salesforce by using Make’s Salesforce integrations & automations.
If you’ve never used Make before, I’ve assembled a bunch of Make training resources in this thread.
For example, here is how you could instantly trigger a Make automation from Airtable.
I also give live demonstrations of how to use Make in many of my Airtable podcast appearances here.
Hope this helps!
— ScottWorld, Expert Airtable Consultant
Aug 25, 2024 07:25 PM
Hi, my connector(salesforce connector ) can update data from airtable to salesforce. You need to:
1) Select the Salesforce object to be operated.
2) Specify the Table and Field in Airtable.
3) Specify which field stores the Salesforce object ID
4) Map the table field to the object.
5) Run your request.
6) The result will be saved in the Result Field of Airtable.
Feel free to shoot me an email (support2@funshowtech.com). Hope this helps you.
Aug 26, 2024 10:29 AM - edited Aug 26, 2024 10:30 AM
@David6 Can you please provide any video tutorial for that? Did this connector is paid or it free of cost?
Aug 29, 2024 02:10 AM
@medfuturexai Hi, I recorded a video to demonstrate the operation of updating an account name. Here is the URL: https://youtu.be/-ptpA-Y-xRA
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