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Formatter by Zapier + Salesforce

Formatter by Zapier + Salesforce integrations

Update dates/times in Formatter by Zapier when fields on Salesforce records are updated

Keep your Salesforce records formatted consistently with this workflow. When a specific field is updated in your Salesforce app, this automation will format the date and time according to your preferences using Formatter by Zapier. Stay organized and maintain a standardized format for your Salesforce records effortlessly.

When this happens...
Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerPolling
automatically do this!
Date / TimeWork with dates and times to change formatting or add/subtract time (with line-item support).
ActionWrite

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More things you can do with Salesforce and Formatter by Zapier

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New Lead
Triggers when a new Lead is created.
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- Salesforce Objects
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- Salesforce Object
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- Record
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- File
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- Visibility
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Action
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- Path after /services/apexrest/
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- HTTP method
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- Query parameters
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Action
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- File
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- Salesforce Object
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- Description
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Create Contact
Creates a new contact.
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- Title
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- Salesforce Object
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- Flow
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- Manual flow input parameters
Action
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- To
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- CC
- BCC
- Subject
  Required
- Email Format
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- Sender Type
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Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
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- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
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Action
Search or write
- Transform
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Action
Write
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Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
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Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
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Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
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- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
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- Record ID
  Required
Action
Write
- Report
  Required
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- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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CRM (Customer Relationship Management)

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Formatter by Zapier + Salesforce

Formatter by Zapier + Salesforce

Update dates/times in Formatter by Zapier when fields on Salesforce records are updated

More things you can do with Salesforce and Formatter by Zapier

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