Gabriele M.

Commented on Tips for Using Company Lookalike with Ocean.io and...·Posted in02 Support

It doesnt work

Tips for Using Company Lookalike with Ocean.io and Excluding Records

Hey Team - Any tips on how to use Company Lookalike with Ocean.io and exclude customer records from the search? I tried uploading a list of domains to the filters of the column, but there are many (over 1000), so it throws an error

3Comments

Posted in 02 Support·

Gabriele M.

Understanding Row Limits for Automatic Data Enrichment

Hey team! If I add a limit to my rows in a table that runs every 1 day, does it mean that it will only automatically enrich the rows that are shown considering that specific limit E.g.: I have a salesforce report with 290 records, but I filter it by 10. Does it mean it'll only run enrichment and then update for 10?

1Comment

Commented on Setting Up Salesforce Automation for Lead Manageme...·Posted in02 Support

Gabriele M.

Right now I'm thinking it might be best to have 3 columns to update Salesforce (instead of including all 3 fields in one update) because I don't want to risk overwriting empty values in case I'm not doing the enrichment for a specific record because the value already exists

Commented on Setting Up Salesforce Automation for Lead Manageme...·Posted in02 Support

Gabriele M.

https://app.clay.com/workspaces/575828/workbooks/wb_CZg6s8p6uwW2/tables/t_wzPXg3VHA3rc/views/gv_uyWm7PqRxmRh Any best practices you can share on how to do the enrichment every day I'm open to it 🙂

Posted in 02 Support·

Gabriele M.

Setting Up Salesforce Automation for Lead Management and Updates

Hey Team - I have a worktable that pulls leads from a Salesforce report daily, then I have these 5 things happening in 5 columns:

1.
Enrichment for Industry and Size (#employees)
2.
AI to match Industry found by Clay with our picklist values in Salesforce for Industry
3.
AI to match Industry found by Clay with our picklist values in Salesforce for Sector
4.
AI to match the Size found by Clay with our picklist values in Salesforce for Number of Employees
5.
A "Update records" action to update the records

My questions are:

1.
Can I set up the automation in these 4 columns to run in a specific order? When I run the manually it almost seems like all of them are running at the same time, including the update, and the records don't get updated.
2.
I needed some help with the formula. I wanted "Update records" to run only if Clay could find something for at least one of the 3 columns (Industry, Sector, Number of Employees), but because there's always a value in the cell when Clay tries to run ("Run condition not met", "Invalid input", etc) I can't use "empty" condition, but if I try to use these values (e.g.: "Run condition not met") in the formula, it doesn't work either.

I appreciate the help! Thank you 🙂

6Comments

Posted in 01 Welcome and Intros·

Gabriele M.

Introducing Gabi: Our New Information Systems Manager

Hi everyone - I'm Gabi and I'm excited to be here. I'm the Information Systems Manager for a company that is capped at 125 employees, which means we have to automate our workflows to become more efficient and grow our revenue. I'm excited to see what Clay can do for us!

0Comments

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