Summary / When to Use This
When setting up a Project > Automations > Action to update a Salesforce picklist field, you may notice that the available options under Salesforce Data don’t match what you see in Salesforce. This happens when OnRamp’s saved schema for that Salesforce object is out of date.
Refreshing the schema usually resolves the issue.
Steps to Fix
Open the Automation Action
Go to your project, then select the Automations tab.
Find or create the automation where you’re updating a Salesforce field.
Check the Object Selected
Under Object to update, confirm the Salesforce object you’re working with (for example, Case).
Refresh the Object Schema
Next to the selected object, click the refresh icon.
This pulls in the latest field and picklist values from Salesforce.
Verify the Picklist Options
After the refresh, re-open the Salesforce Data field options.
The list should now match what you see directly in Salesforce.
Tips & Troubleshooting
If the options still don’t look right after refreshing:
Double-check that the Salesforce picklist field has the values you expect (sometimes changes haven’t been published or activated in Salesforce).
Try saving the automation, reloading the page, and checking again.
If the problem continues, reach out to your OnRamp admin or Support with the name of the object and field for further help.