How to Connect Salesforce to Make.com: A User Guide

Hello there, Make.com users! Today, we're going to tackle a common issue some of you might have encountered - connecting Salesforce to Make.com and not seeing any data loading. Don't worry, we've got you covered!

The Problem

So, you've managed to add your Salesforce account to Make.com, but there's no data loading. You're left wondering what you're doing wrong or what you need to do to get your variables from Salesforce. Sounds familiar? Let's dive into the solution.

The Solution

Firstly, it's important to understand the module you're using. If you're using a “Create record” module, you'll need to fill in data when creating this record. If you're not seeing the variables from an earlier module (like a search module), make sure to:

• Hit the “Run once” button when you're in editing mode.
• Ensure data is returned. If it's still empty, the scenario doesn't understand what kind of data will come out.
• Connect the other module before this module.

If you're trying to send new Leads from Salesforce to Cleverreach, use the “watch records” as a trigger. This will trigger the workflow when a new record is added.

Troubleshooting Tips

If you're still having trouble, consider exporting the blueprint of your scenario. This might help others investigate further and provide more accurate advice. You can find the Export Blueprint menu item at the bottom of the scenario editor.

Summary

Connecting Salesforce to Make.com can be a bit tricky, but with the right steps, you can easily get your variables and set up your workflow. Remember to use the correct module, ensure data is returned, and set up your triggers correctly. And if all else fails, don't hesitate to ask for help from the community!

You do have further questions?

Ask your question via E-Mail: Richard@make-app.de
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