.png){kind=logo}
Clay is not pulling data from SFDC reports
Clay is not pulling data from SFDC reports 🚫
If you're having trouble pulling data from Salesforce reports, this is likely due to Salesforce's API limitation of 2,000 records per report.To resolve this, we recommend: 1. Import directly from Salesforce lists instead of reports, as this allows for a more comprehensive data pull 2. If you must use reports, consider breaking down your data into smaller reports with fewer than 2,000 records eachAlso, make sure you've specified appropriate uniqueness fields to avoid duplicate records when syncing report data. Without proper unique identifiers, Clay may sync duplicate records each time the report pulls in new data. Sources: Salesforce Reports with Salesforce Import from CRM [CRM Enrichment] - Clay University
It's not a row limit issue
When pulling data from Salesforce reports into Clay, there is a strict limitation of 2,000 records per report. This is not a Clay limitation but rather a restriction imposed by the Salesforce API itself.To ensure proper syncing of report data, you should also be aware that Salesforce reports don't have specific columns that uniquely identify each row. Without setting up proper uniqueness fields, Clay may sync duplicate records each time the report pulls in new data. You can avoid this by selecting specific fields to use as unique identifiers. Sources: Salesforce Reports with Salesforce Import from CRM [CRM Enrichment] - Clay University
Thanks! We've reopened this thread. You can continue to add more detail directly in this thread.
Thanks! We've reopened this thread. You can continue to add more detail directly in this thread.