Jonathan W.

Commented on Selective Syncing of Salesforce Accounts in Clay b...·Posted in01 Community General

Thanks, but I was wondering about a flow with an auto-sync that grabs data from Salesforce as an append step, not an upload.... An active sync.

Posted in 01 Community General·

Jonathan W.

Selective Syncing of Salesforce Accounts in Clay by Account Type

Question - I have not synced my Salesforce CRM instance to Clay yet, and am wondering if you can selectively append salesforce accounts/contacts based upon field disposition? Such as, I want to append data from Clay based upon "Account Type" = Prospect.

3Comments

Commented on what is the functions feature that Eric is talking...·Posted in01 Community General

Jonathan W.

I am not seeing "functions" in my menu. Are others seeing it?? Is there a way to enable it?

Commented on Is there any 1:1 Clay sessions for walk-through or...·Posted in02 Starting with Clay

Jonathan W.

How is the Cohort structured? Is is self-paced, or do I have to block out my calendar? I am part of "25", but there is nothing schedule-wise in the confirmation that really tells me what to expect...