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Sending Data from Clay to Salesforce Account Activity Timeline

Satiesh Sheriff

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Can I send data from clay to salesforce account activity timeline? currently i can send to Salesforce object Account/Contact, but nothing else

Sending Data from Clay to Salesforce Account Activity Timeline | Clay

3 comments

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Clay
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Clay's Salesforce integration supports creating and updating standard Salesforce objects like Account and Contact, as well as custom objects. Our supported Salesforce actions include Create Record, Update Record, and Upsert Object, which work with any Salesforce object type that your OAuth user has write access to. For the Account Activity Timeline specifically, you would need to determine what Salesforce object stores that timeline data in your instance, then use our Create Record or Update Record actions to send data there. The key is ensuring your Salesforce OAuth user has the proper permissions to write to that specific object.
Sources: Salesforce integration overview | Documentation | Clay University Salesforce integration overview | Documentation | Clay University Salesforce Integration Guide
Hari Kumar
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Hey there! Currently, our native Salesforce integrations go as far as manipulating and creating objects. I believe if you use a Create Object and select the object type as "Activity History" you should be able to inject into your timeline. Hope this helps!
Satiesh Sheriff
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all good thanks! Hari Kumar response worked!