How can I retrieve a RecordID from Salesforce using button

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Description:

I’m working on a project where I need to automate the retrieval of data from Salesforce when a button is clicked. My goal is to use this button to fetch the RecordID of a specific Salesforce record. Currently, I am leveraging Make.com (formerly Integromat) and its webhook functionality to handle the automation.

However, I am facing challenges with setting up the button in such a way that it captures the RecordID from Salesforce when clicked. Specifically, I’m unsure how to configure the button to trigger a process that extracts the RecordID and sends it via the webhook for further automation.

Any advice on how to properly configure the button and integrate it with Salesforce to retrieve the RecordID would be very helpful!

2

I’d probably have a list block button create a record in a table and make the new record the trigger for your Make scenario. For example:

  1. User clicks button which triggers a modal that asks for the SalesforceID
  2. A new record is created in a table called “Salesforce Requests” (or something similar)
  3. Airtable automation triggers Make scenario webhook
  4. Make scenario triggered off webhook module

In order to have the button mapped to the new table, I’d recommend setting up a list block to show all data requests or something like that, with no buttons other than the topbar action button that triggers the new record modal.