Patrick_Baker - profile

Patrick_Baker · Sep 30, 2024

I have an Airtable Business account and Enterprise license for Salesforce Data Cloud. Data cloud has a beta connector to airtable, but I have been unable to get them to work. Here is the information the Salesforce connector asks for:I have no idea ho...

Patrick_Baker · Sep 27, 2023

I have a base that I use for onboarding new users. New records are created via a fillout form. I want to create a linked record in my Agents & Staff table, as well as my phone directory table when a new record is created in onboarding. I know how to ...

Patrick_Baker · Feb 14, 2023

I am working on an offboarding workflow to use when an employee is termed and leaves the company. I made a form that is the start of the process. Once a record is created from a submitted form the automation will send out an email to the terminated u...

Patrick_Baker · Nov 07, 2022

I have an airtable we use for my wife’s online resale business. Our item numbering consists of a letter to indicate the department (Men-M, Women-W, Kids-K, Electronics-E). We also have a number to indicate the category (1- Accessories, 2-Shoes, etc…)...

Patrick_Baker · Nov 04, 2022

I have an automation that finds records that have not been validated for over 365, then email a notice asking the user to schedule a calendly appointment. I have an interface with a record picker and a button to trigger the notice. Trying to add an a...

Patrick_Baker · Oct 02, 2024

Sadly, there is nothing in the documentation that even mentions schema. I also tried creating an OAuth key in airtable, but I am unable to click the Grant Access button. I have tried from Edge and Chrome on multiple occasions.

Patrick_Baker · Oct 01, 2024

I am able to create a token, but it asks for the schema. No idea how or where to get that.

Patrick_Baker · Mar 30, 2023

I took this script and tried to modify it to use for my onboarding workflow base. My tables are Onboarding, Onboarding Tasks, and Onboarding Task Template. I am getting an error at line 15. Any help would be appreciated.ERRORReferenceError: Onboardin...

Patrick_Baker · Nov 04, 2022

Scratch that. My issue that did not let the filtering work was that I had not yet published it. Sorry for nlot checking better before my replies.

Patrick_Baker · Nov 04, 2022

This is the conditional filtering I set up in the base. This is the filtering in the interface. When I test the interface, it shows all records, regardless of whether I have sent the notice in the last week or not.

User Statistics

User Activity

Linking Airtable to Salesforce Data Cloud using the beta Airtable connector

Automation to create new linked records when a record is created in onboarding table

Offboarding workflow

Generating an item # for new inventory items

Automation to update a check box field and add date and time updated

Re: Linking Airtable to Salesforce Data Cloud using the beta Airtable connector

Re: Linking Airtable to Salesforce Data Cloud using the beta Airtable connector

Re: Workflow dream– How to generate tasks automatically for projects?

Re: Automation to update a check box field and add date and time updated

Re: Automation to update a check box field and add date and time updated