Auto Detect and Enrich New Salesforce Records Daily

Justin T. · 2025-02-28T18:13:43.807Z

How do I auto detect net new records added in SFDC to enrich? e.g. a new account gets created, adds a new row inside a table and run enrichment, update record. Would running a SOQL like: ```SELECT Id, Name, CreatedDate FROM Account WHERE CreatedDate >= TODAY - 1``` then forcing the table to run 1x day on that column?

Auto Detect and Enrich New Salesforce Records Daily | Clay

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Yes, you can auto-detect and enrich new Salesforce records using the Lookup Records via SOQL action. Here's how to set it up: 1. Use the Lookup Records via SOQL action with your SOQL query to fetch new records: • Example query: SELECT Id, Name FROM Account WHERE LastModifiedDate > 2024-01-01T00:00:00Z • You can adjust the date filter as needed 2. Configure the run settings in Clay: • By default, new rows in your Clay table will trigger this action • The system will automatically sync SFDC imports every 24 hours 3. To manage auto-update settings: • Navigate to your table name in the top bar • Use the dropdown menu to Enable/Disable auto-update This setup will help you automatically detect and process new records for enrichment on a rolling basis.
Sources: Salesforce integration overview | Documentation | Clay University Lookup Record via SOQL with Salesforce | Clay.com
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Justin T.
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running the soql gives me the total records founds but does not extract them into individual rows.
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When using the Lookup Records via SOQL action, the results are automatically returned as individual rows in the "Records" output field. Here's how it works: 1. Enter your SOQL query in the input field (e.g., SELECT Id, Name FROM Account WHERE CreatedDate > = TODAY - 1) 2. The action will return: • Records: A list of all matching records, with each record as a separate row • Found At Least One: A boolean indicating if any records were found Each record in the returned list will be automatically separated into individual rows in your Clay table.
Source: Salesforce integration overview | Documentation | Clay University
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This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in Clay Support.

Channeled
APP
·
·
Yes, you can auto-detect and enrich new Salesforce records using the Lookup Records via SOQL action. Here's how to set it up: 1. Use the Lookup Records via SOQL action with your SOQL query to fetch new records: • Example query: SELECT Id, Name FROM Account WHERE LastModifiedDate > 2024-01-01T00:00:00Z • You can adjust the date filter as needed 2. Configure the run settings in Clay: • By default, new rows in your Clay table will trigger this action • The system will automatically sync SFDC imports every 24 hours 3. To manage auto-update settings: • Navigate to your table name in the top bar • Use the dropdown menu to Enable/Disable auto-update This setup will help you automatically detect and process new records for enrichment on a rolling basis.
Sources: Salesforce integration overview | Documentation | Clay University Lookup Record via SOQL with Salesforce | Clay.com
Channeled
APP
·
·
Did that answer your question?
Justin T.
·
·
running the soql gives me the total records founds but does not extract them into individual rows.
Channeled
APP
·
·
When using the Lookup Records via SOQL action, the results are automatically returned as individual rows in the "Records" output field. Here's how it works: 1. Enter your SOQL query in the input field (e.g., SELECT Id, Name FROM Account WHERE CreatedDate > = TODAY - 1) 2. The action will return: • Records: A list of all matching records, with each record as a separate row • Found At Least One: A boolean indicating if any records were found Each record in the returned list will be automatically separated into individual rows in your Clay table.
Source: Salesforce integration overview | Documentation | Clay University
Channeled
APP
·
·
Is that what you were looking for?
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in Clay Support.