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