I have created a Slack Workflow to create Support tickets in Salesforce for our customer accounts. As part of the workflow, I log the form details used to start the workflow into a Google Sheets file and post a message to the Slack channel the workflow is being used in. One of the questions on the form we're using is to provide the Account (dropdown). The Account Name shows as normal when filling out the form, but when the details are logged to the Google Sheet or the message to the channel, it displays the Account ID, not the Account Name. Is there any way to change this?
#Slack Community
Hi @Justin Pauly,
Great question - you're actually very close 😊
The step you’re looking for is "Read a Record" — that's what acts as the lookup to convert the Account ID into the Account Name.
Here’s how you can set it up:
- After your form step, click + Add Step -> Salesforce -> Read a Record
- Select Object = Account
- For Record ID, map it to the Account value coming from your dropdown (this is the ID)
- Make sure to include the Name field in the fields to retrieve
Then, in your Google Sheets step or Slack message, instead of using the original dropdown value, use the output from this step (Account -> Name).
That will display the Account Name instead of the ID 👍
Suggestion: You can rename the step to something like "Get Account Name" to make mapping easier later.
Let me know if you want help with the mapping - happy to walk through it!
Hope you find this helpful !!!! 😊
Thanks and Regards.
