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Issue with Creating SalesForce List View: No Fields Available
I am trying to create a newSalesForce list view with Clay, but when I select that SalesForce object type, it doesn't give me any fields to map.
I am trying to create a newSalesForce list view with Clay, but when I select that SalesForce object type, it doesn't give me any fields to map.
When importing from a Salesforce list view, you need to complete all the required steps: 1. Select the Salesforce object type first 2. Then select the specific list view you want to sync The fields should appear after you've selected both the object type AND the list view. Make sure you've completed both selections. If fields still don't appear after selecting both options, try refreshing the page or checking if your Salesforce account has proper permissions to access those fields.
Hey Adam, thanks for reaching out. Great question! Clay has a Chrome extension called "Clip to Clay" that works similarly to Apollo's extension. Here's how it works: 1. Install the Extension: Get it from the Chrome Web Store (search for "Clip to Clay" or "Clay Chrome Extension") 2. One-Click LinkedIn Capture: When you're on someone's LinkedIn profile, the extension adds a button that lets you instantly send that person to a Clay table with one click 3. Automatic Enrichment: Once the person is added to your Clay table, all enrichments (email, phone, company info, etc.) run automatically - no need to manually click an enrich button
Link: https://www.clay.com/university/guide/clay-chrome-extensions#clip-to-clay If there's anything else I can assist you with, please let me know! 😊 Have a great Tuesday, Daniel
Hello Adam! Thanks for reaching out. Just to confirm that we are in alignment, you want to be able to filter the contacts in your Salesforce to be able to see contacts pushed into SDFC by Clay. If I am assuming correctly, you can add a Custom field in the table as a text column and it can say something along the lines of 'Created in Clay'. If you push that in SDFC, you can filter by that field alone and see the contacts pushed into SDFC by Clay. Please note that since you have already created their records, you can go to Update Record instead of Create and add that field. You would have to create it in SDFC first though before you map it in Clay. Let me know if you have any more questions!
Not what I was asking, but I appreciate it all the same. I have went another route now. Thank you.
Hello Adam! Apologies for misunderstanding. I am glad you decided to move forward even though it is another route. If there is anything we can do to help do reach out. Thankyou!