Need Help with Clay and Salesforce Integration Issues

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.\

2 comments

Channeled
APP
·
·
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
Channeled
APP
·
·
Hi Kimberley M.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: