Clay Icon
Join the Community
02 Bugs

Bug Report: Salesforce Account Change in Clay Lookup Fails to Update

Avatar of Emiliano R.Emiliano R.
·
·

Hey I would like to report a bug on Clay and the Salesforce actions 👋 Title Changing the Select Salesforce account on a Lookup Record does not perform the lookup using the new selected account credentials Description If a user changes the selected account on a Lookup Records action to lookup records on Salesforce and then re runs the action it never gets executed to the new defined salesforce account. Steps to reproduce

  1. 1.

    Create a new Clay Table with some companies information

  2. 2.

    Add a new Lookup Record action to search for the Company info in Salesforce and select on salesforce account

  3. 3.

    Save and run the rows

  4. 4.

    Edit the lookup action to point to a different salesforce account that has information about the companies to see a difference on the expected result

  5. 5.

    Save and run the rows again

Expected Result Clay should perform the new lookup action using the new Salesforce credentials pointing to the correct environment Actual Result Credentials don't get updated and users need to delete the action and re create it from scratch Attached video as evidence Additional Comments I don't know if this bug can be replicated to for Update, Inserts, etc on SF but I can image we would face the same experience

8 comments

  • Avatar of Channeled
    Channeled
    APP
    ·
    ·

    👋 Hey there! Our support team has got your message - we'll be back in touch within 24 hours (often sooner!). If you haven't already, please include the URL of your table in this thread so that we can help you as quickly as possible!

  • Avatar of LuisArturo
    LuisArturo
    ·
    ·

    Hey there Emiliano thanks for reaching out and thank you for brining this to our attention. Could you post a link to the table where you encountered this bug so that we can show it to the team as well.

  • Avatar of Emiliano R.
    Emiliano R.
    ·
    ·
  • Avatar of Channeled
    Channeled
    APP
    ·
    ·

    Hey there - just wanted to check in here to see if you needed anything else! Feel free to reply back here if you do.

  • Avatar of Bruno R.
    Bruno R.
    ·
    ·

    Hi Emiliano, thanks for reaching out and providing all the context—I really appreciate it. To summarize your issue: you’re encountering problems with the lookup function in our Salesforce integration, specifically when switching between two accounts. It appears that the integration is not re-triggering the lookup as expected when switching accounts and re-running the column. It looks like we've got a bug on our hands - I've escalated this over to our engineering team and we'll let you know as soon as we know more!

  • Avatar of Emiliano R.
    Emiliano R.
    ·
    ·

    Thanks Bruno R. youp thats exactly what is happening 🚀

  • Avatar of Bo (.
    Bo (.
    ·
    ·

    Hello there! Happy to report that we heard back from the team and this issue should be fixed. Thank you for your patience, feel free to try again and let us know if the problem has been resolved on your end.

  • Avatar of Channeled
    Channeled
    APP
    ·
    ·

    Hi Emiliano R.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: