Monitoring CRM Data for Missing Info and Enrichment Strategies

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We’re monitoring tables that contains SFDC companies/contacts, basically our entire CRM data looking for missing information and enriching those. Most of the times it doesnt handle these automatically, we constantly have to go in and re-run the lookup columns

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Clay
APP
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To fix automatic enrichment issues with your Salesforce data, enable auto-update at two levels: Table level: Check the bottom-right corner of your table view for auto-update settings. Column level: In each enrichment column, look for "Run Settings" options at the bottom and enable auto-update there. This ensures real-time synchronization with Salesforce and eliminates the need to manually re-run lookup columns.

Clay
APP
·
·
To fix automatic enrichment issues with your Salesforce data, enable auto-update at two levels: Table level: Check the bottom-right corner of your table view for auto-update settings. Column level: In each enrichment column, look for "Run Settings" options at the bottom and enable auto-update there. This ensures real-time synchronization with Salesforce and eliminates the need to manually re-run lookup columns.