Setting Up Salesforce Automation for Lead Management and Updates
Hey Team - I have a worktable that pulls leads from a Salesforce report daily, then I have these 5 things happening in 5 columns:
- 1.
Enrichment for Industry and Size (#employees)
- 2.
AI to match Industry found by Clay with our picklist values in Salesforce for Industry
- 3.
AI to match Industry found by Clay with our picklist values in Salesforce for Sector
- 4.
AI to match the Size found by Clay with our picklist values in Salesforce for Number of Employees
- 5.
A "Update records" action to update the records
My questions are:
- 1.
Can I set up the automation in these 4 columns to run in a specific order? When I run the manually it almost seems like all of them are running at the same time, including the update, and the records don't get updated.
- 2.
I needed some help with the formula. I wanted "Update records" to run only if Clay could find something for at least one of the 3 columns (Industry, Sector, Number of Employees), but because there's always a value in the cell when Clay tries to run ("Run condition not met", "Invalid input", etc) I can't use "empty" condition, but if I try to use these values (e.g.: "Run condition not met") in the formula, it doesn't work either.
I appreciate the help! Thank you π