Home

Clay Announcements
Clay Support
Discuss Anything
Feedback & Requests
GTM Career Advice
Introduce Yourself
Member Spotlight
Share Content and Events
Share Full-time Jobs
Share Part Time Jobs
Share Tables, Tools, and Workflows

Community Guidelines

Explore Events
Clay Cup

Powered by Tightknit

Salesforce Lookup Record Action Not Finding Matches | Clay

Salesforce Lookup Record Action Not Finding Matches

·Jan 08, 2026 10:41 PM·

The "Lookup Record in Salesforce" action is not working properly. Companies that are in our Salesforce and have identical URLs are showing up as "No records found"

8 comments

· Sorted by Oldest

Clay Support
APP
·
·
The Lookup Record action might not be finding matches because it uses a "contains" search by default, not exact matching. [1]
Try enabling Exact Match in your lookup settings to search for precise URL matches instead of partial matches. Also make sure you're searching the correct field - URLs might be stored in Website, Domain, or a custom field. [2]
If you're still getting "No records found," click into the specific error cell to see more details about what's happening.
Clay Support
APP
·
·
Is that what you were looking for?
Scott H.
·
·
Didn't fix it. Human please
Clay Support
APP
·
·
Got it — I’m connecting you to a human teammate now.
Clay Support
APP
·
·
Our support team has got your message and we'll get back to you soon!
If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!

image.png(93 kB)
Scott H.
·
·
https://app.clay.com/workspaces/195530/workbooks/wb_0t8kevpFeXNqxSbuUCF/tables/t_0t8kfmrnthunxJedRtD/views/gv_0t8kfmrgXx7kcDBBhdi
Scott H.
·
·
Nevermind, answered my own question. I was using the URL field rather than String
LuisArturo
·
·
Hi, Scott I'm glad everything worked out! I'll go ahead and close out this ticket now.