Challenges with Finding Embedded Fields in SFDC Objects

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Lookup embedded fields within SFDC objects (that aren't exposed as standalone columns) is no longer supported. Very diffcult to find the field you want given its also not orderly alphabetically

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Currently, there's no direct way to browse embedded fields alphabetically within SFDC objects in Clay. When using the Salesforce integration, you'll need to work with the fields as they appear in the interface. When setting up a Lookup Record action: 1. Select your Salesforce account 2. Choose the specific Object you want to lookup 3. In the "Fields to Filter By" section, you'll see the available fields for that object 4. You can then select the fields you need for your search criteria The fields appear in the order provided by the Salesforce API rather than alphabetically. You may need to scroll through the list to find the specific embedded fields you're looking for.
Sources: Salesforce Integration Guide Salesforce integration overview | Documentation | Clay University Salesforce integration overview | Documentation | Clay University

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Channeled
APP
·
·
Currently, there's no direct way to browse embedded fields alphabetically within SFDC objects in Clay. When using the Salesforce integration, you'll need to work with the fields as they appear in the interface. When setting up a Lookup Record action: 1. Select your Salesforce account 2. Choose the specific Object you want to lookup 3. In the "Fields to Filter By" section, you'll see the available fields for that object 4. You can then select the fields you need for your search criteria The fields appear in the order provided by the Salesforce API rather than alphabetically. You may need to scroll through the list to find the specific embedded fields you're looking for.
Sources: Salesforce Integration Guide Salesforce integration overview | Documentation | Clay University Salesforce integration overview | Documentation | Clay University