Hey y'all - does anyone know if Clay can be used to merge accounts in Salesforce, the way RingLead can?
Hey Mark R., Yes but not exactly like RingLead - Clay finds and preps the duplicates (normalizes fields, groups likely dupes, builds a golden record), but the actual merge still runs in Salesforce. So Clay does the smart detection side and Salesforce handles the final merge. Two steps but it works!
Got it, thanks - so Clay would essentially be building a golden record to keep, and then deleting the rest?
Mark R. It's not really a tool for merging per se. If you export salesforce records with record id, and then import into clay, then you can do the cleanup in clay. However when you reimport the list back into salesforce using the record id, it will update only that specific record id. Likely the goal of deduping in Salesforce is that you care about one single account, but there happens to be 5 other less relevant accounts with similar name but different record ids. The use case for deduping you're likely trying to fix is "find the 6 similar records, prioritize only 1 and disregard the 5". Clay does not do this.
Got it, thanks - just trying to decide if Clay could completely replace RingLead, but sounds like it might make sense to keep it and just use Clay to improve the underlying data

