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Setting Up Self-Serve Contact Enrichment in Salesforce: Resources Needed

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Has anyone got any documentation or tutorials on setting up a self serve contact enrichement workflow for accounts in salesforce? We're setting this up for our team and I want to make sure were doing it correctly and not missing out on any useful tips 🙂

Setting Up Self-Serve Contact Enrichment in Salesforce: Resources Needed | Clay

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Yes! We have comprehensive documentation for Salesforce contact enrichment workflows. Key setup steps: ** Import Salesforce records using "Import records from a list" or report ** Use Lookup Records action early to check duplicates and pull CRM data (free action) ** Enrich with Clay's 95+ data points ** Push enriched data back using Create/Update Record actions Best practices: ** Test first: Disable auto-update initially, test manually before automating ** Qualify early: Use conditional runs to qualify leads before spending credits on enrichment ** Handle duplicates: Plan for contacts without company associations and duplicate management *Enterprise feature: Self-serve enrichment button directly in Salesforce - adds "Launch Enrichment" button to account/contact pages that automatically pushes records to Clay. Check our Salesforce integration overview for complete tutorials and workflows.
Sources: Salesforce integration overview | Documentation | Clay University Salesforce Integration Guide Salesforce | Documentation | Clay University