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Mapping Specific Fields for SFDC Updates from Workbook Data | Clay

Mapping Specific Fields for SFDC Updates from Workbook Data

·May 17, 2025 04:59 PM·

question: trying to update only specific fields directly into SFDC even though i enriched more within my workbook. How do i map the fields correctly?

2 comments

· Sorted by Oldest

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When updating Salesforce records from Clay, you can selectively map only specific fields you want to update: 1. Use the "Update Record" action in Clay and select your Salesforce account. 2. Enter the Record ID of the record you want to update and choose the object type. 3. In the field mapping section, only map the specific fields you want to update - you don't need to map every enriched field from your Clay table. 4. Enable "Remove Blank Values" (or "Ignore blank values") to ensure that blank values in your Clay table won't overwrite existing Salesforce data. This way, even if you've enriched multiple fields in your Clay workbook, only the fields you explicitly map will be updated in Salesforce.
Sources: Update Record with Salesforce Salesforce Integration Guide Salesforce integration overview | Documentation | Clay University Salesforce integration overview | Documentation | Clay University
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