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Setting Up Salesforce Automation for Lead Management and Updates

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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 🙂

6 comments

Channeled
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Unfortunately, we don't have a built-in way to set a specific order for column automations. They typically run simultaneously. For the "Update records" action, you can use a conditional formula to check for valid data. Here's an approach: 1. In the "Update records" column, create a conditional run formula like this: NOT(OR(ISBLANK(Industry), ISBLANK(Sector), ISBLANK(Number_of_Employees))) This formula will run the update only if at least one of the specified columns has data. Replace the column names with your actual column references. If you need further assistance or have more complex requirements, please request human support by clicking on "Talk to a person" in the chat.
Sources: Leadmagic integration overview | Documentation | Clay University Salesforce Integration Guide
Channeled
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Gabriele M.
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https://app.clay.com/workspaces/575828/workbooks/wb_CZg6s8p6uwW2/tables/t_wzPXg3VHA3rc/views/gv_uyWm7PqRxmRh Any best practices you can share on how to do the enrichment every day I'm open to it 🙂
Gabriele M.
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Right now I'm thinking it might be best to have 3 columns to update Salesforce (instead of including all 3 fields in one update) because I don't want to risk overwriting empty values in case I'm not doing the enrichment for a specific record because the value already exists
Bo (.
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Hey Gabriele, Yes, you can control the run order using formulas — as long as you link the values correctly between steps. The current setup has a few issues, I recorded a video to walk you through what I found and how to fix it: https://cln.sh/WPTlp41K Also, I extended your trial so you’ve got more time to fine-tune this. Let me know if you have more questions
Channeled
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Setting Up Salesforce Automation for Lead Management and Updates | Clay