Question on importing leads via Salesforce

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· Sorted by Oldest

Clay Team
APP
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Hey hey! Can you drop the URL for your table here? (if applicable) 🫶 Don't worry, only admins will be able to open your table 😉
Colin O'Connor
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https://app.clay.com/workspaces/11183/tables/t_RaSUx46o8rKG/views/gv_FIUKpJ9ysAgb
Colin O'Connor
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Is there a place where I can map fields that I want imported from SFDC into Clay? It’s currently importing only certain fields and I’m not sure how it’s determining which (and I want to add some).
Colin O'Connor
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Oh I guess it is just pulling in the List View and all associated fields that are currently displayed on the List View, correct?
Clay Team
APP
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Hey Connor, thanks for reaching out, sorry for the delay! Taking a look
Clay Team
APP
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Yep, your assessment would be correct. It takes the visible fields from the selected list. If you activate other fields in that view and run the import again, it should update... you can also run a SFDC Lookup on the existing import to get those updates.

Clay Team
APP
·
·
Hey hey! Can you drop the URL for your table here? (if applicable) 🫶 Don't worry, only admins will be able to open your table 😉
Colin O'Connor
·
·
https://app.clay.com/workspaces/11183/tables/t_RaSUx46o8rKG/views/gv_FIUKpJ9ysAgb
Colin O'Connor
·
·
Is there a place where I can map fields that I want imported from SFDC into Clay? It’s currently importing only certain fields and I’m not sure how it’s determining which (and I want to add some).
Colin O'Connor
·
·
Oh I guess it is just pulling in the List View and all associated fields that are currently displayed on the List View, correct?
Clay Team
APP
·
·
Hey Connor, thanks for reaching out, sorry for the delay! Taking a look
Clay Team
APP
·
·
Yep, your assessment would be correct. It takes the visible fields from the selected list. If you activate other fields in that view and run the import again, it should update... you can also run a SFDC Lookup on the existing import to get those updates.