Hi Clay Team - I'm having issues with the Salesforce lookup feature with Opportunity records and I'd like to find a native way to run lookups that contain conditions (i.e. lookup Opportunities associated with X Account ID that are open). is the only way to accomplish this with a SOQL query? Would be great to have filtering logic on the native Salesforce lookup as that's been a great tool for me so far. and am running into a bunch of errors with SOQL. Appreciate any advice!
Hey Yash M. thanks for your reply! I think I'm following here and this is what I have ended up doing by just writing each opportunity record to a new table and filtering the required columns. I guess my feedback/request would be to (if possible) include some filtering logic in the Salesforce Lookup native to Clay, as I feel like that would be much more efficient of a process if I can lookup values and filter at the same time without extraction. Of course, I know it's probably not that easy since Salesforce loves to be difficult (prime example is SOQL), but if Clay could do this it would be HUGE. Thanks again for your input!
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