Troubleshooting Salesforce Account List View for Enrichment Worktable | Clay

Troubleshooting Salesforce Account List View for Enrichment Worktable

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?

5 comments

Channeled
APP
·
·
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.
Sources: Salesforce Records with Salesforce Salesforce Integration Guide Salesforce integration overview | Documentation | Clay University FAQ: What permissions and scope do I need for the Salesforce enrichment?
Maggie H.
·
·
https://app.clay.com/workspaces/458713/workbooks/wb_gU3AWT2Mpq3V/tables/t_cTzazzDrrBwg/views/gv_63AKrYFEjgdX
LuisArturo
·
·
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.
Maggie H.
·
·
Hey there! yes, I did delete it. However, I was able to adjust and move forward. Sorry I didn't update this thread earlier!
Channeled
APP
·
·