You can integrate Clay with Salesforce in three steps:
1. Connect your account:
⢠Go to Settings > Connections
⢠Click "Add connection" and search for "Salesforce"
⢠Authenticate your Salesforce account (ensure OAuth Settings are enabled)
⢠Create an account key (name) and set as default if needed
2. Import Salesforce data:
⢠Import records/reports as a source
⢠Create a new table or add to existing one
3. Use Salesforce actions:
⢠Create, lookup, or update records
⢠Upsert objects
⢠Run SOQL queries