Troubleshooting Salesforce Waterfall with Lookup Output Path Issues

Hi, I am blocked while trying to create a waterfall with 2 salesforce lookups. On the one hand I cannot save the waterfall because steps are missing an output path, on the other hand the output path field is a dropdown with no option. I’m guessing the output path can only be selectable if the lookup has ran once, but I can’t run it unless I provide the path...

8 comments

Channeled
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This issue typically occurs because the Salesforce lookup steps need to be configured properly before the output paths become available. For your Salesforce lookups in the waterfall, make sure you've: 1. Selected the correct Salesforce object (like Contact or Account) for each lookup 2. Specified the object field(s) you want to search within 3. Set your search operator (AND/OR) if using multiple fields 4. Added your filter field input (the value to search for) Once these are properly configured, the output paths should appear in the dropdown. The output path options are based on the fields available in the Salesforce records that would be returned by your lookup. Custom waterfalls require you to set up each action completely before you can save the sequence. If you're still having trouble, try setting up one lookup first, saving it, and then adding the second lookup.
Sources: Custom Waterfall Salesforce integration overview | Documentation | Clay University
Jean R.
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You’re saying “Once these are properly configured, the output paths should appear in the dropdown”. It’s not happening, though, the output path selector remains empty (even with only one step in the waterfall)
Channeled
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For Salesforce lookup steps in a waterfall, the output path selector typically remains empty until you've run the lookup action at least once. This is because the available output paths are based on the fields returned from your Salesforce records. To resolve this issue: 1. Make sure you've fully configured your lookup: • Selected the correct Salesforce object (Contact, Account, etc.) • Specified the object field(s) to search within • Set your search operator if using multiple fields • Added your filter field input 2. Run the lookup action once to retrieve sample data from Salesforce After running the lookup, the output path dropdown should populate with available fields from the returned Salesforce records, allowing you to complete your waterfall configuration.
Sources: Lookup Record with Salesforce Salesforce integration overview | Documentation | Clay University Salesforce integration overview | Documentation | Clay University
Jean R.
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I understand that, but I can’t run the lookup once, since I can’t save the column
Channeled
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This is a common issue with Salesforce lookup steps in waterfalls. To resolve it: 1. Configure your lookup step completely first: • Select the Salesforce object (Contact, Account, etc.) • Specify the object field(s) to search within • Choose your search operator (AND/OR) if using multiple fields • Add your filter field input (the value to search for) 2. Instead of trying to save the waterfall immediately, try running just the lookup action individually first. This should populate the output paths with available fields from the returned records. 3. Once you've run the lookup once, the output path dropdown should populate, allowing you to complete and save your waterfall configuration. If you're still having issues after trying these steps, you might need to use SOQL for more complex lookups.
Sources: Salesforce integration overview | Documentation | Clay University Salesforce integration overview | Documentation | Clay University Salesforce integration overview | Documentation | Clay University
Jean R.
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https://app.clay.com/workspaces/42860/workbooks/wb_n6HyBqvfXyTf/tables/t_VmfK9xidNdCe/views/gv_WMGtosGkjYdt
Bo (.
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Hey, you’re right — this happens because Salesforce lookups are too dynamic to have a defined output path inside a waterfall. The workaround is to run the lookup outside the waterfall first. Once that first row has run, you’ll be able to use formulas to reference the output, and then handle the rest in a second step or column. Let me know if you’d like help setting that up.
Jean R.
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Alright thanks for the clarification!

Troubleshooting Salesforce Waterfall with Lookup Output Path Issues | Clay