Yes, you can pull mailing activity data from Salesforce using several methods:
Import Methods:
** Import from Salesforce lists or reports (reports limited to 2,000 records)
** Use the "Import records from a Salesforce list" or "Import Report Data from Salesforce" options
Lookup Methods:
** Use the "Lookup Record" action to search specific objects and fields
** Use "Lookup Records via SOQL" to query Salesforce data with custom SOQL queries
SOQL Queries:
You can write custom SOQL queries to retrieve specific mailing activity data using SELECT statements with WHERE clauses to filter records
The data you can access depends on your Salesforce permissions and which objects contain your mailing activity information (like Tasks, Activities, or custom objects).
The sources don't specify particular fields for mailing activity data. When importing from Salesforce, you can select from any available fields in your chosen object (like Contact, Lead, or Account) based on your permissions.
For imports, you'll choose the Salesforce Object and List View that contains your data, then select which specific fields to pull into Clay. The available fields depend on your Salesforce setup and permissions.
Which Salesforce object contains your mailing activity data - is it stored in Tasks, Activities, or a custom object?
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