When updating Salesforce records from Clay, you need to map your Clay data to the correct Salesforce field types. [1]
For dropdown fields (picklists), make sure the values in your Clay column exactly match the picklist values in Salesforce - they're case-sensitive. [2] If they don't match exactly, Salesforce will reject the update.
In the Update Record action, when you select your Salesforce object, Clay automatically populates the available fields including dropdown options. [3] You can then map your Clay column containing the dropdown values to that field.
The key is ensuring your Clay data contains valid picklist values that exist in your Salesforce dropdown menu.
If you still need help with updating dropdown menus from Clay to Salesforce, I’m here to assist. Would you like to provide more details about what you’re trying to resolve or understand?
