Mapping Accounts from Clay to Salesforce: Email Issues & Solutions | Clay

Mapping Accounts from Clay to Salesforce: Email Issues & Solutions

I am running into an issue while pushing accounts from clay to Salesforce. I am using emails to map to SDRs, what should I use instead? The userID is in the URL

7 comments

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When pushing accounts from Clay to Salesforce, you should use an external ID field on the target Salesforce object for proper upsert operations.Before setting up the integration, you'll need to: 1. Decide whether to use existing fields or custom fields in your CRM 2. Ensure the field types match between Clay and Salesforce 3. Make sure the OAuth user has proper write access to the fields Sources: Salesforce integration overview | Documentation | Clay University Upsert Object with Salesforce
Eishan D.
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what is an external ID field?
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An external ID field is a required field on your target Salesforce object that Clay uses to determine whether to insert a new record or update an existing one during upsert operations.Here's how it works when using Clay's Salesforce integration: 1. You select an object type in Salesforce (like Contact or Account) 2. You specify which field will be used as the upsert field 3. During the operation: • If a record with a matching upsert field value is found, it will be updated • If no matching record is found, a new one will be createdWhen setting this up, make sure to: ** Choose either existing fields or custom fields in your CRM ** Ensure the field types match between Clay and Salesforce * Map your Clay table fields to the corresponding Salesforce object fields Sources: Upsert Object with Salesforce Salesforce integration overview | Documentation | Clay University
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Looks like you're still looking for help. We're escalating this over to our support team and someone should be in touch soon. In the meantime, feel free to include any other information that may be helpful in solving your issue!
LuisArturo
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Hey there, deshwaleishanofficial - Do you mind sending the link (url) to the table so we can take a look? https://downloads.intercomcdn.com/i/o/w28k1kwz/1347419411/65baf32e1d2a789ffba395c6d35c/CleanShot+2025-01-22+at+_42I1FzxXHf%402x.png?expires=1738266300&signature=406920e68c8dd572cb5a4bf88d6e580251be3a8a08e7a3e907659cb17e13ba58&req=dSMjEc1%2FlIVeWPMW1HO4zVws4pk1C1KrgvYjA82bedDqrA%3D%3D%0A thanks for reaching out
Eishan D.
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all fixed now thanks
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Hi Eishan D.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: