Salesforce picklist options don't match in automation actions
Applies to: Super Admins, Creators and Integrators using the Update Salesforce Field action
The Update Salesforce Field action is part of project automations, which are available when they're turned on for your organization. If you don't see them, contact your OnRamp team. Contributors and Collaborators don't see a project's Automations tab.
Why it happens
When you update a Salesforce picklist field with an automation, the values under Salesforce data can differ from what Salesforce shows. That's because OnRamp keeps a saved copy of each Salesforce object's fields, called the fields cache. If someone changed the picklist in Salesforce after the cache was saved, OnRamp still lists the old values. Refreshing the fields cache usually fixes it.
Refreshing only updates OnRamp's saved copy. It makes no changes in Salesforce.
Fix it
The Update Salesforce Field action looks slightly different depending on where you edit it. Follow the steps for your automation.
On a project's Automations tab
- Open the project and go to the Automations tab.
- Open the automation that uses the Update Salesforce Field action.
- Under Salesforce Object Entity, make sure the Salesforce record you're updating is selected. This list shows the Salesforce records linked to the project.
- Select the refresh button next to Salesforce Object Entity. Its tooltip says it updates the fields cache in OnRamp, and that no changes will be made to Salesforce. You can't use the button until a record is selected.
- Under Map fields to update, open the With this data options for your picklist field again. Then choose Salesforce data to see the updated values.
In a playbook automation or the Automations Library
- Open the automation that uses the Update Salesforce Field action.
- Check that Object to update shows the right Salesforce object.
- Select the refresh button next to Field to use as reference. This button refreshes the fields cache for that object and brings in new picklist values. The refresh button next to Object to update only reloads the list of objects. It doesn't refresh picklist values.
- Under Map fields to update, open the With this data options for your picklist field again. Then choose Salesforce data to see the updated values.
Important: If you choose a different Object to update, every field mapping already set on the action is cleared. Only switch objects if you mean to.
Salesforce data is only available when the field you're updating is a picklist or a true/false field. For other field types, it's turned off.
If the action shows No salesforce integration setup instead of these settings, Salesforce isn't connected yet. Follow Connect Salesforce to OnRamp, then come back to the automation.
If the values still don't match after you refresh, check in Salesforce that the picklist change was saved and the values are active.
Still stuck?
Contact support. Include a link to the project or playbook, the automation's name, the Salesforce object, and the picklist field.