Navigating and Interacting with Salesforce Forms and Fields
CJ

Caitlin Johnson

Created Aug 09, 2023

Navigating and Interacting with Salesforce Forms and Fields

21
    a

Submissions | HubSpot

6 Steps
1

Click on Edit form

Click on Edit form
2

Click on Partner Company…

Click on Partner Company…
3

Click on Show more

Click on Show more
4

Click on Leave comment

Click on Leave comment
5

Click on Salesforce Owner User ID…

Click on Salesforce Owner User ID…
6

Click on Leave comment

Click on Leave comment
    z

The one that works | Zapier

4 Steps
7

Click on reference::OwnerId2

Click on reference::OwnerId2
8

Click on Salesforce Owner User ID 0053m00000ApEeWAAV…

Click on Salesforce Owner User ID 0053m00000ApEeWAAV…
9

Click on reference::OwnerId2

Click on reference::OwnerId2
10

Click on Last Name (required)…

Click on Last Name (required)…
    p

Steffanie Test 8 9 2023 Martinez Delgado | Lead | Salesforce

1 Step
11

Click on listitem

Click on listitem
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