Creating a Dynamic Salesforce Report for Account Job Titles

Freddie M. · 2024-08-27 10:05:45.124588+00

Hi all, I want to create a table where by it pulls a salesforce report of accounts, and searches for people at these accounts, however I want it to dynamically search for job titles dependant on the row/account it is searching. How would I go about doing that?

Creating a Dynamic Salesforce Report for Account Job Titles | Clay

14 comments

· Sorted by Oldest

Muhammad S.
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You can create a formula column which will output the job titles based on your logic, pass that formula column as an input where you are adding the job titles to search for.
Freddie M.
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HI Muhammad, sounds great. Getting the formula column isnt necessary as iv got it as a column in my salesforce report already so can just pull that. Getting it as an input into the job titles section is where im confused, how would I do this? P.S really appreciate the help!
Muhammad S.
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The place where you are hardcoding the titles to find in the people finder, add / and select that column containing the titles and thats how you dynamically add the column as an input.
Freddie M.
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Sorry do you mean like this?
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Muhammad S.
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Yes, like this but not here, You will need to use an enrichment which finds Contacts at company.
Freddie M.
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Im not sure I know what you mean, is there a different enrichment than the one present in the table actions? Sorry for the questions im new to Clay!
Muhammad S.
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Loading attachments
Muhammad S.
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Yes, check the above.
Freddie M.
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Hi Muhammed, this is very helpful thank you! I am no encountering another error though, I want to auto move the results to a new table to auto enrich them. I am getting an error on my write to another table action I am not entirely sure if im even using the right action
Loading attachments
Muhammad S.
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Could you share the screenshot of the inputs to write to other table integration?
Freddie M.
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Sorry didnt release you had replied, I did sort this in the end. I am however wrestling with the search people enrichment still as its not returning as many results as I would expect. Sometimes it is returning no results and when I do on the LinkedIn page I can find people using the same filters... very strange
Muhammad S.
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That is expected behaviour. Try apollo enrichment.
Freddie M.
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ah do I need a paid apollo account to do this on mass? (likely enriching thousands of accounts this way a month so looking to keep the costs down)
Freddie M.
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Iv just set this up and im getting the same problem

Muhammad S.
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·
You can create a formula column which will output the job titles based on your logic, pass that formula column as an input where you are adding the job titles to search for.
Freddie M.
·
·
HI Muhammad, sounds great. Getting the formula column isnt necessary as iv got it as a column in my salesforce report already so can just pull that. Getting it as an input into the job titles section is where im confused, how would I do this? P.S really appreciate the help!
Muhammad S.
·
·
The place where you are hardcoding the titles to find in the people finder, add / and select that column containing the titles and thats how you dynamically add the column as an input.
Freddie M.
·
·
Sorry do you mean like this?
Loading attachments
Muhammad S.
·
·
Yes, like this but not here, You will need to use an enrichment which finds Contacts at company.
Freddie M.
·
·
Im not sure I know what you mean, is there a different enrichment than the one present in the table actions? Sorry for the questions im new to Clay!
Muhammad S.
·
·
Loading attachments
Muhammad S.
·
·
Yes, check the above.
Freddie M.
·
·
Hi Muhammed, this is very helpful thank you! I am no encountering another error though, I want to auto move the results to a new table to auto enrich them. I am getting an error on my write to another table action I am not entirely sure if im even using the right action
Loading attachments
Muhammad S.
·
·
Could you share the screenshot of the inputs to write to other table integration?
Freddie M.
·
·
Sorry didnt release you had replied, I did sort this in the end. I am however wrestling with the search people enrichment still as its not returning as many results as I would expect. Sometimes it is returning no results and when I do on the LinkedIn page I can find people using the same filters... very strange
Muhammad S.
·
·
That is expected behaviour. Try apollo enrichment.
Freddie M.
·
·
ah do I need a paid apollo account to do this on mass? (likely enriching thousands of accounts this way a month so looking to keep the costs down)
Freddie M.
·
·
Iv just set this up and im getting the same problem