How do I access Salesforce Lookup fields in Unify Sequences?

Last updated: April 27, 2026

Context

When creating Unify Sequences or Smart Snippets, you may need to reference Salesforce fields that are Lookup type fields. These fields establish relationships between different objects in Salesforce but require special handling to access them in Unify.

Answer

Salesforce Lookup fields cannot be directly accessed as regular fields in Unify Sequences or Smart Snippets. To use a Lookup field in your sequences, you'll need to modify the field format in your Salesforce configuration:

  1. In Salesforce, navigate to the object containing the Lookup field

  2. Access the field settings for the Lookup field

  3. Modify the field type to a supported format (such as Text) that can be referenced in Unify

  4. Once modified, the field will become available in the variable selector when creating sequences or smart snippets

Note: Changing field types in Salesforce may impact other integrations or processes. Consult with your Salesforce administrator before making such changes.