Domanet R.

And maybe you know what would be the best practice to deal with duplicates in the CRM system? I mean I would like to Update the Record with specific fields if duplicate is found.

Commented on Troubleshooting Salesforce Account Record Search I...·Posted in02 Support

Domanet R.

Hi, Daniela, unfortunately it didn't help and record was not find. It's the first example on my table Company Name Rosenberger, as you see Record was not found, but when I try to create Account it gives me an error because of duplicate (Salesforce logic), so Account exists but can't understand why Clay can't map it.

Commented on Matching Clay Industry Data with Salesforce CRM Pi...·Posted in02 Support

Domanet R.

https://clayrunhq.slack.com/archives/C025KSBLPGX/p1724784925090079

Posted in 02 Support·

Domanet R.

Matching Clay Industry Data with Salesforce CRM Picklist Values

Hi, I have the Industry and company description data in Clay table, and I need to create a record in Salesforce CRM with the appropriate Industry value. However, in Salesforce CRM, we have predefined picklist values for the Industry field. I'm wondering if there's a way to compare the Industry and company description from Clay with my CRM picklist values (perhaps by using a list in Google Sheets) and then return the closest match from the picklist.

1Comment

Commented on Troubleshooting Salesforce Account Record Search I...·Posted in02 Support

Domanet R.

https://clayrunhq.slack.com/archives/C025KSBLPGX/p1724740029006779

Posted in 02 Support·

Domanet R.

Troubleshooting Salesforce Account Record Search Issues

Hello! I'm trying to lookup for a specific record in Salesforce where the Account Name matches a company name OR the Website matches a domain name. Could you help clarify why some Accounts are not being found in the CRM system, even though they exist with the same name?

3Comments

About

Country
My Company Website
Title