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Power flow automation to update a look up field in SalesForce

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Posted on by 6

Hi there,
I created a power flow to retrieve information from Salesforce and then update a field using the "update version (v3)" connector. To update the email address requires updating the owner’s field, which is a lookup field. I get the following error "Salesforce failed to complete the task: Message: Owner ID: id value of incorrect type" or if I use the dynamic field that I retrieved before from the same form I get an error message that the field cannot be blank. Does anyone have any success updating a lookup field in Salesforce using the "update version (v3)" connector? Thanks!

 

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  • ccb_101 Profile Picture
    ccb_101 31 on at
    Re: Power flow automation to update a look up field in SalesForce

    Hello,

     

    Whilst I'm not using Update record (v3) like yourself, I also ran into this error using Create record. When creating a Salesforce record, one of the fields I was trying to populate via Power Automate was also a search field in salesforce. If I entered any text I was getting a "id value of incorrect type:"

     

    Some fields in salesforce can only accept certain ID types/values. The ID value can be found in the URL. So I had to go into Salesforce record and complete the search manually for that field. Once the search returned a value, I saved the record and then I clicked on that value and the URL displayed the ID I needed.

    Screen Shot 2022-10-07 at 9.43.06 AM.png

    The final result in my Create record in Power Automate looked like the below

    Screen Shot 2022-10-07 at 9.34.23 AM.png

     

    Hope that helps.

    This article gave me the clue that I needed to use some specific ID rather than typing in the name myself.

    https://developer.salesforce.com/forums/?id=9062I000000QzBOQA0

     

  • myccit Profile Picture
    myccit 6 on at
    Re: Power flow automation to update a look up field in SalesForce

    Thank you for the suggestion!  I will give it a try and see.  Thanks!

  • myccit Profile Picture
    myccit 6 on at
    Re: Power flow automation to update a look up field in SalesForce

    I haven't worked on the issue in a while, so nothing yet.  Any luck on your end?  Thanks!

  • Re: Power flow automation to update a look up field in SalesForce

    Good day,  Try to pass the owner id in a parse json action and check what type of data it is, it looks like its the syntax type. If you managed to get it right please share how you solved the issue.

    Kind regards.

  • kogiaone Profile Picture
    kogiaone 2 on at
    Re: Power flow automation to update a look up field in SalesForce

    Hi, Did you get it to work?

    I want to update a field on an opportunity object in salesforce, from power automate, but find the lookup to be a bit unclear how to do....

    I have the opportunity number, eg: OP-0012778

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