When importing from Salesforce into Clay, there are a few key requirements that need to be met to avoid errors: 1. You need specific Salesforce permissions:
• Access to identity information
• Permission to manage data via APIs
• Permission to perform requests anytime
2. Your Salesforce user account must have OAuth permissions for the initial connection setup.
3. For list imports, make sure:
• You've selected the correct Salesforce Object
• You've chosen a valid List View
• Your Salesforce administrator has granted you appropriate permissions for the account associated with your keyIf you're still experiencing issues after checking these requirements, you may want to try importing from a Salesforce list rather than a report, as lists generally provide more comprehensive data access.
Sources:Import from CRM [Clay 101] - Clay UniversitySalesforce [Clay 101] - Clay University
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