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
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