Automating Contact Sourcing in Salesforce Using Account ID | Clay

Automating Contact Sourcing in Salesforce Using Account ID

what's the most effective way to "find people" within your salesforce? I have a flow where we enter a website url, or a SFDC account ID, and an automation is run to generate email copy. My next desired step is for the table to go to our SFDC instance and find people with an identifier (say, Contact Score) and automatically add them to a new table. From there we'll append the email copy to their record and sequence them. The issue I'm having is automatically sourcing a specified number of people (say 5) from an account, given a known account ID

7 comments

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To automatically source people from a Salesforce account and add them to a new table in Clay, you can use the Salesforce integration. Here's how: 1. Create a new table in Clay by clicking + Add at the bottom of your workbook. 2. Search for and select "Salesforce" as your data source. 3. In the Source panel, choose "Import Records from Salesforce". 4. Select your Salesforce account key. 5. Choose "Contact" as the Salesforce Object and select a List View that includes contacts from the specific account. 6. Use SOQL to filter contacts based on the account ID and limit the number of records. For example: SELECT Id, Name, Email, Contact_Score__c FROM Contact WHERE AccountId = 'your_account_id' LIMIT 5 7. Review the preview and click "Import to new table". This will create a new table with the specified contacts from your Salesforce account. You can then use Clay's features to append email copy or perform other actions on this data.
Sources: Salesforce Integration Guide Salesforce integration overview | Documentation | Clay University Salesforce integration overview | Documentation | Clay University
Ciaran E.
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in the above, is 'your_account_ID' a dynamic field in reference to a clay cell? new rows will be continually added the the "source accounts" table, which means new rows should be added automatically and continually to the "source contacts" table
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To dynamically reference a Clay cell for the account ID in your Salesforce query, you can use the "Lookup Records via SOQL" action with dynamic column referencing. Here's how: 1. In your SOQL query, use curly braces {} to reference the column containing the account ID. For example: SELECT Id, Name, Email, Contact_Score__c FROM Contact WHERE AccountId = '{Account_ID}' LIMIT 5 2. Set up the "Lookup Records via SOQL" action to run automatically when new rows are added to your "source accounts" table. 3. Use our "write to table" feature to automatically add the results to your "source contacts" table. This setup will dynamically update your "source contacts" table as new accounts are added to the "source accounts" table.
Sources: Referencing dynamic data from other columns | Documentation | Clay University Salesforce integration overview | Documentation | Clay University
Ciaran E.
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OK so via this method, every time one new account id is added to the Account table, five new entries will be added to the Contact table?
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Yes, that's correct. Using this method, five new entries will be automatically added to the Contact table each time a new account ID is added to the Account table, as long as auto-update is enabled. However, it's important to note that you have control over this automation. If you want to manage when this occurs, you can turn off auto-update while setting up your table and turn it back on when you're ready to start enriching new entries. Remember, you can use our "write to table" feature to automatically add the results to your "source contacts" table. This ensures that your Contact table stays updated with new entries as they're added to the Account table.
Sources: Guide: Ways to save Clay credits | Documentation | Clay University Table management settings | Documentation | Clay University
Ciaran E.
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Can I write the results to separate rows in the table?
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Yes, you can write the results of the Salesforce contact lookup to separate rows in your Clay table for each contact. Here's how: 1. Use the Salesforce lookup action to retrieve the contacts you want. 2. Then, use our "write to table" feature to send each contact as a separate row to another table in Clay. This method is particularly useful for flattening lists of contacts. For example, if you find multiple contacts from an account, you can send each contact as a separate row in a new People table. If you need more control over which contacts to export, you can: 1. Identify the specific contacts using filters or formulas 2. Use the "write to table" feature to push these contacts to a new table This approach allows you to create a separate list of contacts in Clay, each on their own row.
Source: Send table data | Documentation | Clay University