Hi there! I am working on creating an enrichment worktable that starts from a Salesforce Account List View. I've updated my view so I can include some new "test" accounts in the workflow, but when I update my source. It says not records found, even though my SF view shows 8? Before I made the update to my SF account list view, it was pulling in the records without issue. What should I do?
There could be a few reasons why your Clay table isn't showing the records from your updated Salesforce Account List View: 1. SOQL compatibility: Some Salesforce views aren't SOQL-compatible, which can limit the number of records retrieved. 2. Permissions: The Salesforce account connected to Clay might not have access to the new records in your updated view. 3. Sync timing: Clay syncs Salesforce imports every 24 hours by default. Your changes might not have been reflected yet. To troubleshoot: ** Ensure your Salesforce view uses SOQL-compatible filters (e.g., avoid "contains" operators). ** Check if the connected Salesforce account has the necessary permissions. * Try manually refreshing your Clay table's source. If the issue persists, you may need to request human assistance for a more in-depth look at your specific setup.
Hey there Maggie, thanks for reaching out, question was this table deleted? Trying to take a look and not seeing when I click on the link.
Hey there! yes, I did delete it. However, I was able to adjust and move forward. Sorry I didn't update this thread earlier!