currently running into an issue when trying to append a clay table of accounts with salesforce account owner data...when i select the "lookup record" action, i'm prompted to fill out these fields: salesforce object (i'm choosing account), object fields (i want to select account owner, but its not populating as an option), and the final field is "____ to search for" where the blank is populated with the field i selected in the previous prompt i.e. account owner to search for. Can anyone help here? why might 'account owner' not be populating in the object field? whats the best practice for appending clay table data with salesforce account owner data?
Hi Beau M. - that "object field(s)" value is the unique identifier of the account you're looking up in Salesforce, and then you provide the value to look up. So for example, if you have the Salesforce ID in your Clay table already, you'd use that; if it's a list of companies from another source and you don't have the Salesforce IDs but you have something that's relatively unique you could match against like "Domain", you'd use that. You're basically telling Clay which SF account to match against. Once the action runs, you'll see the full list of fields available for each pulled Account and can map Account Owner to it's own column
ahh got it, thank you! that seemed to have worked...now when looking at the json fields in the records that clay matched through the lookup, im not seeing account owner as a field...any idea why this might be the case?
Looks like it's showing up as Owner ID. You'll probably have to run a second lookup to User to get a name if you don't already have that as a custom formula field on the SF account
got it, thank you!
