I added 2 new fields into Salesforce on the Account object, they are both "Number (18,0)" fields that are set as External ID. When I go into Clay, and use the "Lookup Account", I select the Account object, but I don't see these fields for the Object fields? Is there something else I need to do?
The issue is likely related to field visibility and API permissions. Your new custom fields need proper access settings for Clay to see them.
Check these in Salesforce:
Go to Setup → Profiles
Find the profile for your Salesforce integration user
Verify your custom fields (Clay_Company_ID__c and Clay_Org_ID__c) have read access enabled
Confirm field-level security settings allow API access
The Clay connection is scoped to the OAuth user who set it up - Clay can only access fields and objects that user has permissions for. [1] Once you update the permissions, the fields should appear in Clay's lookup options.
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If you still need help with making your Salesforce fields visible in Clay, I’m here to assist. Would you like to provide more details about what you’re trying to resolve or any other issues you’re encountering?
I've confirmed the integration user has access, but still not showing up in clay
Try testing your field names in Salesforce's Developer Console first. Go to Setup → Developer Console → Query Editor and run a simple query like SELECT Clay_Company_ID__c, Clay_Org_ID__c FROM Account LIMIT 1 to confirm the exact field names. [1]
Common issues that prevent fields from showing:
Field names are case-sensitive - make sure you're using the exact API name
Custom fields need the __c suffix (which yours have)
Sometimes there's a sync delay between Salesforce and Clay [2]
If the query works in Salesforce but fields still don't appear in Clay, try disconnecting and reconnecting your Salesforce integration to refresh the field metadata.
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If you still need help with your Salesforce fields not showing in Clay, I’m here to assist. Would you like to share more details about what you’ve tried or any other issues you’re facing?
yes, I and the integration user can see the field, so that is not the issue.
Since you've confirmed permissions aren't the issue, try disconnecting and reconnecting your Salesforce integration in Clay to refresh the field metadata. [1]
If reconnecting doesn't work, there might be a sync delay between when you created the fields and when Clay's metadata refreshes.
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I understand this is frustrating, and I’m routing you to our human team now so they can assist you further.
Our support team has got your message and we'll get back to you soon! We're currently outside of our standard office hours (9 AM to 9 PM EST, Monday through Friday), so it may take a little longer for us to respond.
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nevermind, we figured it out. Apparently it had to be a text field not a number field.
Hey Daniel, just checking in! How did things go? Let me know if there's anything else I can do here to assist. :)
