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Session Id : 8JB4B/xCD8XtaiA0dr6GmR
Power Automate - Using Connectors
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How do I map MS Form Data to Salesforce Picklist using Power Automate?

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Posted on 6 Dec 2023 01:24:46 by

So I'm woking on a form for internal employees to submit a variety of requests...  Some of these requests include creating a support ticket or a client feedback submission into our Salesforce instance. So it comes down to the question of....  I have data submitted via Microsoft Forms, any option in there will select the STRING of a picklist in Salesforce.  How Do I get the data captured correctly, and trigger the field in the "Create Record" action to populate the correct picklist item?

I've set up and done some initial testing and have been able to successfully create tickets in Service Desk as desired.  The two pieces that I'm missing are Form data that would be inserted into a sales force field using a picklist. The picklists are not editable so they don't take new data.  I've mapped the answers in the multi-select form data to match the options in the picklist, but that does not seem to do the trick.

I have been able to "Get Records" from our Contact table to match the Email to the Contact ID and Contact Account ID, and these populate.  That gives me a reference point but doesn't really help.

 

This image shows me getting the Contact record by matching the email to the contact record.  We then map this data for the Contact ID and Contact Account ID into the Case Contact ID and the Case Account ID
Getting Contact record data before creating a case recordGetting Contact record data before creating a case record

 

Here is Where the Contact ID and Account ID are mapped.  At the bottom of this image is the "Case Product" field. It is a picklist, and I'm trying to use custom data to bring in the answer from the MS Form.  This doesn't error the Power Automate process, but it also doesn't populate the field in the Salesforce Ticket.

Can Populate the Contact ID and Contact Account IDCan Populate the Contact ID and Contact Account ID

 

At the bottom of this image is the second problematic "Case Escalated To" field. It is like Case Product field as a picklist, and I'm trying to map custom data to bring in the answer from the MS Form.  Again, this doesn't error the Power Automate process, but it also doesn't populate the field in the Salesforce Ticket.

Both the Product and Escalated To fields are picklists. I chose custom data so I could choose the response from the formBoth the Product and Escalated To fields are picklists. I chose custom data so I could choose the response from the form

 


I have tried adding "Get Records" Mapping to case records (two instances to map for the Product and Escalated to fields), but that doesn't seem to pull the data in either.

 

  • A.Serie Profile Picture
    14 on 22 Oct 2024 at 16:07:31
    How do I map MS Form Data to Salesforce Picklist using Power Automate?
    I have a similar challenge with mapping Dynamics 365 picklist into Salesforce. Did you ever find a solution to this issue?

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