Handling Records in Scheduled Imports from Salesforce Reports

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For a table populated by "Import Records From Salesforce Report", what happens if a record is on a list during the first run, but then when the table re-runs on the schedule that records has dropped off the report? Does Clay delete that row? Or just do nothing?

4 comments

· Sorted by Oldest

Abdul S.
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Hey Jacob V. clay doesn’t auto-delete it just updates or adds
Abdul S.
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want it to stay 1:1 with Salesforce?
Jacob V.
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I just needed to know how it worked. I can pull and update in, and then filter in clay or conditionally run the other columns
Abdul S.
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Perfect Jacob V. yeah, that approach works well. Just make sure your import stays consistent, then you can filter or trigger updates conditionally inside clay keeps things clean without messing with the original data

Abdul S.
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·
Hey Jacob V. clay doesn’t auto-delete it just updates or adds
Abdul S.
·
·
want it to stay 1:1 with Salesforce?
Jacob V.
·
·
I just needed to know how it worked. I can pull and update in, and then filter in clay or conditionally run the other columns
Abdul S.
·
·
Perfect Jacob V. yeah, that approach works well. Just make sure your import stays consistent, then you can filter or trigger updates conditionally inside clay keeps things clean without messing with the original data