Help Button Not Working: Request for SFDC Report Setup and Support | Clay

Help Button Not Working: Request for SFDC Report Setup and Support

my help/support button in app is not working, could you open a ticket for me to chat with someone about setting up a SFDC report into my table and potentially a way for it to refresh automatically?

10 comments

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I can help explain how to set up Salesforce reports in your Clay table, including the auto-update feature!You can import Salesforce report data by: 1. Going to the Source panel and selecting "Import Report Data from Salesforce" 2. Choosing your Salesforce account key 3. Selecting the specific report you want to runFor automatic updates, you can enable the auto-update toggle which will sync your records every 24 hours. However, if you're still testing your setup, we recommend keeping this feature turned off initially.Please note that Salesforce has a limit of 2,000 records per report import.If you need additional assistance, you can click on "Talk to a person" to get help from our support team. Sources: Salesforce Integration Guide Claybooks: Instantly enrich Intercom support tickets every time a new one gets opened | Clay.com Salesforce [Clay 101] - Clay University
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Looks like you're still looking for help. We're escalating this over to our support team and someone should be in touch soon. In the meantime, feel free to include any other information that may be helpful in solving your issue!
Tanvi R.
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Hey there, thanks for reaching out! Which email is your account under?
John M.
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johnmartin@newstore.com
Tanvi R.
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Hey John, thanks for reaching out! I just went into your workspace and can see the help button is not working for me either, I'm going to escalate this to my team so we can get this working for you again
Tanvi R.
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We can definitely help you with setting up your SFDC report email with auto-update enabled! I'm going to connect you via email with one of our Growth Strategists to set this up with you and help you get the most out of Clay.
John M.
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awesome thank you Tanvi
Tanvi R.
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Just emailed you John! We also fixed the help button in your account so it should be working normally now without any issues. Let us know if you need anything else!
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Hi John M.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
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Thank you so much for sharing your feedback John M.!