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How do I switch from Salesforce (Legacy) to the latest Salesforce integration?

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Before we start, it's worth noting that we've consolidated many of the triggers and actions that you previously used in the legacy integration of Salesforce. To understand more about the differences between the legacy and new Salesforce integration, read this doc here.

Note: You're not required to switch your Zaps to the new Salesforce integration, as the Salesforce (Legacy) integration currently has no end of life date, but the option is there should you wish too.

Here are the steps for migrating a Zap:

1. Make a copy of your current Zap
Making a copy of your Zap allows you to view your current Zap as reference for the fields you've previously used for mapping.

2. Re-select your app
In your copied Zap, you’ll then need to re-select the Salesforce account from the dropdown. Salesforce

3. Reconnect your app
Next, you'll then need to reconnect your Salesforce account to Zapier.

4. Reconfigure your Zap
Lastly, you'll need to remap out what data is passed onto your action/s throughout your Zap before turning it on. Here are some tips and tricks in setting these Salesforce triggers and actions!

Repeat this for all Zaps you wish to migrate over to the latest Salesforce integration.

Any troubles, contact support and we’d be more than happy to help!

Alert: Once you've made this change, you won't be able to switch back to the Salesforce (Legacy) version in this copied Zap (your old Zap is unchanged and can still use the legacy integration).


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