Troubleshooting Salesforce Account Record Search Issues

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Hello! I'm trying to lookup for a specific record in Salesforce where the Account Name matches a company name OR the Website matches a domain name. Could you help clarify why some Accounts are not being found in the CRM system, even though they exist with the same name?

3 comments

· Sorted by Oldest

Domanet R.
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https://clayrunhq.slack.com/archives/C025KSBLPGX/p1724740029006779
Domanet R.
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Hi, Daniela, unfortunately it didn't help and record was not find. It's the first example on my table Company Name Rosenberger, as you see Record was not found, but when I try to create Account it gives me an error because of duplicate (Salesforce logic), so Account exists but can't understand why Clay can't map it.
Domanet R.
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And maybe you know what would be the best practice to deal with duplicates in the CRM system? I mean I would like to Update the Record with specific fields if duplicate is found.

Domanet R.
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https://clayrunhq.slack.com/archives/C025KSBLPGX/p1724740029006779
Domanet R.
·
·
Hi, Daniela, unfortunately it didn't help and record was not find. It's the first example on my table Company Name Rosenberger, as you see Record was not found, but when I try to create Account it gives me an error because of duplicate (Salesforce logic), so Account exists but can't understand why Clay can't map it.
Domanet R.
·
·
And maybe you know what would be the best practice to deal with duplicates in the CRM system? I mean I would like to Update the Record with specific fields if duplicate is found.