Issues with Auto-Populating Text Fields in Clay Tables

Bo (. Thanks for the reply Bo, Here's the table I'm referring to. https://app.clay.com/workspaces/443420/workbooks/wb_dAGsaMJCqdM4/tables/t_k9HBuaqDpTTS/views/gv_ka9ordjM7Anm To reiterate, I’m running into this problem today when new records get added, the text fields don’t auto populate according to the Column setting in Clay. For my instance, I’m actually referencing an SFDC report as the source information but even if I manually make a row, the text columns don't copy down. See the two columns on the right

11 comments

Channeled
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There could be two main reasons for this issue: 1. If you're using a Salesforce report as your source, the report needs to be in "tabular" format without any groupings for the data to import properly. 2. For Salesforce report data, you may need to configure the uniqueness fields. Report results in Salesforce don't have a specific column that uniquely identifies each row. Without setting up proper unique identifiers, Clay may sync duplicate records each time the report pulls in new data. By default, Clay syncs SFDC imports every 24 hours, during which new records or updates trigger action runs to enrich and export the updated fields. To resolve this, try: ** Ensuring your Salesforce report is in tabular format ** Setting up appropriate uniqueness fields in your Clay table configuration * Verifying that auto-update is enabled for the relevant columns
Sources: Salesforce Reports with Salesforce FAQ: What are the default sync settings for CRM integrations?
Channeled
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Is that what you were looking for?
Saverio C.
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It is not
Channeled
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I apologize for not meeting your expectations. Would you like to rephrase your question or speak with our team?
Bo (.
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Hey Saverio I recorded this walkthrough video showing exactly how to set this up: https://cln.sh/3j0lCwG3 Let me know if you have any follow-up questions!
Saverio C.
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Bo (. You are the greatest of all time. Makes a ton of sense. Thank you!
Channeled
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Hi Saverio C.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Channeled
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Thank you so much for sharing your feedback Saverio C.!
Saverio C.
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Not sure if I should start a new thread but I'm still running into this issue even with the formula field method for column "Company Domain". Please see the formula and dependent URL fields here.
Saverio C.
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Disregard^
Daniel K.
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Got it! Of course, let me know how this goes and if the issue persists, happy to dive deeper here :)
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