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Setting Salesforce Fields to Null via API in Clay Integration

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When using the Clay --> Salesforce update record via API, how do I set a field to return to null?

Setting Salesforce Fields to Null via API in Clay Integration | Clay

3 comments

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To set a field to null when updating a Salesforce record via Clay's API, you have two options: 1. Leave the field blank in Clay and set "Remove Blank Values" to false. This allows blank values to overwrite existing Salesforce data. 2. If "Remove Blank Values" is on (true), you'll need to explicitly set the field to null in your Clay table. The exact method may depend on how you're inputting data in Clay (e.g., using a formula or the "write to table" feature). Remember, setting "Remove Blank Values" to false will make all blank values in Clay overwrite existing data in Salesforce, so use this option carefully.
Sources: Update Record with Salesforce Salesforce integration overview | Documentation | Clay University
Mark L.
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Hi Henry, thanks for getting in touch! In the Salesforce action to "Update Record", the column settings has an option to "Ignore blank values". That is enabled by default.
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You can disable that if you'd like Clay to treat blanks as nulls that should overwrite existing values. For example, here I'm telling Clay to take this blank cell and overwrite the existing Type for the account.
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You'll want to take care with this, of course. I'd recommend testing in a separate table, with separate test records, to ensure you're comfortable with it before implementing in more sensitive workflows. Does that help?
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