Yes, Clay can import data from custom Salesforce reports. [1] You can import records from both Salesforce lists and reports into Clay tables. [2]
However, there are some limitations to keep in mind:
Only tabular and matrix reports are supported
Reports are limited to a maximum of 2,000 records (this is a Salesforce API limitation, not Clay's) [3]
Reports with groupings won't work for imports
For larger datasets, we recommend importing from Salesforce lists instead of reports when possible, as this allows for more comprehensive data pulls without the 2,000 record cap. [4]
If you need any more help with importing data from Salesforce reports or have other questions, I’m here to assist. Would you like to provide more details about what you’re trying to achieve with your data import?
