What is your goal?
Map tally form to Salesforce
What is the problem & what have you tried?
I tried mapping tally form to salesforce many times but the data wouldnt show up
Screenshots (scenario flow, module settings, errors)
Your field mappings look correct from the screenshots. Here are a few things to check:
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Make sure your scenario is turned on and scheduled to run. Check if the toggle in the bottom left is set to ON.
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Check the scenario history to see if it actually ran. Go to the History tab and see if there are any executions. If there are no executions, the Tally webhook might not be triggering.
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For the Tally trigger, make sure you have submitted a test form after setting up the webhook. Sometimes you need to run the scenario once manually first by clicking Run Once, then submit a Tally form to capture the webhook data structure.
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Check if the Salesforce module is set to Create a Record and you have selected the correct object type where you want the data to go.
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Look at the execution details in History. If the scenario ran but Salesforce shows 0 operations or an error, there might be a field type mismatch or a required field missing in Salesforce.
Can you share a screenshot of your full scenario flow and the execution history? That will help identify where exactly the issue is happening.
Hi,
These are the screenshots of full scenario and the execution history the issue is if i map one picklist value it is running fine and second picklist is returning as empty no permission issues i am on system administrator profile
Can you give more details on the two picklists you’re referring to?
Specifically:
- What’s the definition of each of those in Tally?
- Which of the mappings you’ve shown above do they relate to?
- What’s the definition of each of the destination custom fields in Salesforce?
Hi David,
The issue is resolved we are receiving the submissions in Salesforce but today early morning make ran scenarios for some previously submitted data even when tally form was not submitted.
Concerns:
- Will it happen everyday?
- How to troubleshoot it?
The only circumstance in which an Instant Trigger like your Tally module can fire with the same data is if Tally is sending the data more than once.
If you’re certain that this isn’t due to customer submissions I’d suggest opening a support case with Tally.
I did notice that the two runs at 6:50:02 involved different data transfer sizes, which suggests different data. If you select the HISTORY tab on the scenario you can drill into each execution and see the exact data that was processed by each module in that execution.