Condensing SFDC Account Activity into a Single Text Block

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I'm building a follow up/nuture bot. Wondering is it possible to condense all SFDC activity content (e.g., all emails) on an account into a single text block to feed into a table? What would be the best way to do this? Thanks

3 comments

Clay
APP
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You can condense Salesforce activity content into a single text block using our "Combine items into one text field" feature. First, import your Salesforce data using the Lookup Record action to retrieve activity records based on account criteria. Then, when you have a list of activities in a cell, hover to the right of the list in Cell details and select "Combine items into one text field" - this joins all items into one line, separated by commas. Alternatively, you can use our AI feature to "Ask AI questions" about the list to get summaries of the activity content.
Sources: Manage cell data | Documentation | Clay University Manage cell data | Documentation | Clay University Salesforce integration overview | Documentation | Clay University Salesforce integration overview | Documentation | Clay University
Ciaran E.
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Is there a limit to the number of tasks I can list import from SFDC? does it cost credits to combine items?
Clay
APP
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Yes, there are import limits from Salesforce: Import Limits: ** Reports: Maximum 2,000 records per report (Salesforce API limitation) ** Lists: No specific limit mentioned - importing from lists allows more comprehensive data pulls Workaround: Use Salesforce lists instead of reports to bypass the 2,000 record limit Credit Cost: Combining items into one text field does not cost credits - it's a free formatting feature in our platform
Sources: Import from CRM [CRM Enrichment] - Clay University Import from CRM [Clay 101] - Clay University Salesforce Integration Guide Salesforce | Documentation | Clay University Salesforce Records with Salesforce Salesforce Reports with Salesforce Credits | Documentation | Clay University