How to Add a Clay Enrichment Button in Salesforce | Clay

How to Add a Clay Enrichment Button in Salesforce

Hi team - I want to add a button in Salesforce to click to enrich via Clay and then have it go back into Salesforce (without me leaving Salesforce). How do I do that? I found this link but I think the video is the wrong one: https://www.clay.com/changelog/huge-update-clay-salesforce-on-demand-enrichment-package

9 comments

Channeled
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To add an enrichment button in Salesforce, follow these steps: 1. Click the gear button in the top right corner of Salesforce and select "Set up for current app" 2. Go to "Object Manager" and select the objects where you want the enrichment button (such as Accounts, Contacts, or Leads) 3. Select "Page Layouts" 4. Choose the layout where you want the button to appear 5. In the "Mobile and Lightning Actions" section at the top, locate and drag the "Launch Enrichment" button to the "Salesforce Mobile and Lightning Actions" sectionOnce completed, you'll see the enrichment button on any object where you've enabled it. Clicking this button will automatically push that record to your Clay table for enrichment. Sources: Salesforce integration overview | Documentation | Clay University Enterprise Feature: SFDC Package Instructions
Henry J.
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Thanks - I'm creating it in a lightning app so I don't have those buttons!
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For Lightning apps, you'll need to: 1. Open the App Launcher in Salesforce and search for "Enrichment Menus" 2. Create a new Enrichment Menu record with these details: • Enrichment Menu Name: Choose a name for the action • Clay table URL: Add your Webhook URL • User Label: The name that users will see for the action • Supported Objects: Select which objects (like Accounts, Contacts, Leads) where you want the button to appear Source: Enterprise Feature: SFDC Package Instructions
Henry J.
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I don't have enrichment menus1
Henry J.
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!*
Henry J.
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Do I need the SFDC package for this?
Channeled
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Looks like you're still looking for help. We're escalating this over to our support team and someone should be in touch soon. In the meantime, feel free to include any other information that may be helpful in solving your issue!
LuisArturo
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Hey there Henry thanks for reaching out, if you wish to install the SFFDC package you follow the videos here to begin the process. https://clayrun.notion.site/Clay-Salesforce-Package-V2-With-Videos-1307e66eb014807bbde2dca8ec26ce63
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