Is anyone a pro at using Clay with Salesforce? I have decent experience with Clay + HubSpot, but I am in a new role where we have both HubSpot and Salesforce. I purchased the platform today and am already having multiple issues getting any tables to generate.\
Here's how to properly set up and generate tables with Salesforce in Clay: 1. First, ensure you have the correct Salesforce permissions: ⢠API Enabled ⢠View and Edit Converted Leads ⢠View Setup and Configuration ⢠Access Activities ⢠Read, Edit, Create permissions for relevant objects 2. To create a new table with Salesforce data: ⢠Click "+ Create New" from your Workspace Home ⢠Search for "Salesforce" in the source panel ⢠Authenticate your Salesforce connection if needed ⢠Configure your source settings 3. When importing data, you have two options: ⢠Import from Lists: Select your desired object and list view ⢠Import from Reports: Choose your report (note: limited to 2,000 rows maximum)If you're still experiencing issues, double-check that your data types match between Clay and Salesforce to avoid export errors. Sources: Salesforce [Clay 101] - Clay University Salesforce integration overview | Documentation | Clay University Table sources overview | Documentation | Clay University
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