Trying to enrich my salesforce data with missing emails and phone numbers. I’ve integrated my salesforce account but when I go to set up the update record field in sales force it asks me for an object name to search for and doesn’t have a way for me to map any fields? For example, I found emails for a lot of records that were missing them and I just want to push them into salesforce and update the email field for that contact Is there a way to do this easily or do I need to export the clay table to csv and upload it to sales force?
To update Salesforce records with the enriched data from Clay, you'll need to use the Update Record action. Here's how:1. First, you'll need the Record ID for each Salesforce contact you want to update. If you don't have the Record IDs, use the Lookup Record action to find them. 2. In the Update Record action settings: • Select the Salesforce Object (in your case, it would be "Contact") • Enter the Record ID • Toggle on "Remove Blank Values" to prevent overwriting existing data with blank values • Map your Clay table fields to the corresponding Salesforce fieldsBest practice: Start with auto-update turned off and test the workflow manually with a few rows first to verify everything works correctly before enabling automatic uploads. Sources: Update Record with Salesforce Salesforce Integration Guide Salesforce [Clay 101] - Clay University