SFDC Package Installed: Account Level Enrichment Trigger Issue

Allister P. · 2025-02-24 17:17:19.104294+00

Hi I have the SFDC package installed and have an enrichment enabled at the account level - this seems to have added a trigger whenever a SFDC is trying to create a new account

SFDC Package Installed: Account Level Enrichment Trigger Issue | Clay

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The SFDC package adds what appears to be a trigger because it's designed to automatically push new account records to your connected Clay table. This functionality is part of the enrichment menu setup that you configured at the account level. When you set up the enrichment menu and specified "Accounts" as a supported object, it created an integration point that activates whenever new accounts are created. To manage this, you can: 1. Review your Enrichment Menu settings in SFDC 2. Check the supported objects configuration 3. Adjust the settings through the Enrichment Menus section in your SFDC App Launcher If you need to modify this behavior, you can update the Enrichment Menu configuration or remove the "Launch Enrichment" button from your account page layout.
Source: Salesforce integration overview | Documentation | Clay University
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Allister P.
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Allister P.
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live agent help please
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Looks like you're still looking for help.
If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
Allister P.
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https://app.clay.com/workspaces/290125/tables/t_ZhqjZp6bJ7Mp/views/gv_efnhowUTDmPY
Allister P.
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The prompt above only happens in SFDC lightning and not in classic
Allister P.
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Is there something in the clay apex code package that is triggering on the native "New" button for accounts ?
Allister P.
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Any live support pick up this ticket ?
Allister P.
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This does the same for the standard "edit" button as well
Mark L.
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Hey Allister, thanks for getting in touch. I'm not sure what that pop-up window is. It doesn't seem related to Clay. The only custom field for the account object included with the Clay package is one called "Last Enrichment By Clay" (a datetime field). There are some triggers – visible when you view the package in Salesforce – but those are more related to enrichments manually initiated by users, rather than upon creation of a new account. I'd recommend checking internally with your fellow Salesforce admins to research this one further. I suspect it's connected to Salesforce Einstein AI / Copilot features, but I'm not familiar enough with their configuration to speak further to them.
Allister P.
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I suspect this is definitely related to the clay package - it is overriding the screen that is supposed to popup when users click the native "new" button in SFDC to create a new record
Allister P.
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The screen that originally pops up just has all the fields a user needs to fill out before saving to create a new account record
Allister P.
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I am the SFDC admin and we purposely don't have any Einstein features turned on
Mark L.
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Very odd. I have the "Launch Enrichment" button set up on the Lead object in my test account, for example, and do not see any similar issue. Could you try uninstalling the package, and verify the issue goes away afterward? At what point in the package setup did you first see this? Right after initial install, after assigning permission sets, adding buttons to layouts, creating the new workflows...? Installing separately in a sandbox (if you have one available) will help test without interruption.
👌1

Channeled
APP
·
·
The SFDC package adds what appears to be a trigger because it's designed to automatically push new account records to your connected Clay table. This functionality is part of the enrichment menu setup that you configured at the account level. When you set up the enrichment menu and specified "Accounts" as a supported object, it created an integration point that activates whenever new accounts are created. To manage this, you can: 1. Review your Enrichment Menu settings in SFDC 2. Check the supported objects configuration 3. Adjust the settings through the Enrichment Menus section in your SFDC App Launcher If you need to modify this behavior, you can update the Enrichment Menu configuration or remove the "Launch Enrichment" button from your account page layout.
Source: Salesforce integration overview | Documentation | Clay University
Channeled
APP
·
·
Was that helpful?
Allister P.
·
·
Loading attachments
Allister P.
·
·
live agent help please
Channeled
APP
·
·
Looks like you're still looking for help.
If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
Allister P.
·
·
https://app.clay.com/workspaces/290125/tables/t_ZhqjZp6bJ7Mp/views/gv_efnhowUTDmPY
Allister P.
·
·
The prompt above only happens in SFDC lightning and not in classic
Allister P.
·
·
Is there something in the clay apex code package that is triggering on the native "New" button for accounts ?
Allister P.
·
·
Any live support pick up this ticket ?
Allister P.
·
·
This does the same for the standard "edit" button as well
Mark L.
·
·
Hey Allister, thanks for getting in touch. I'm not sure what that pop-up window is. It doesn't seem related to Clay. The only custom field for the account object included with the Clay package is one called "Last Enrichment By Clay" (a datetime field). There are some triggers – visible when you view the package in Salesforce – but those are more related to enrichments manually initiated by users, rather than upon creation of a new account. I'd recommend checking internally with your fellow Salesforce admins to research this one further. I suspect it's connected to Salesforce Einstein AI / Copilot features, but I'm not familiar enough with their configuration to speak further to them.
Allister P.
·
·
I suspect this is definitely related to the clay package - it is overriding the screen that is supposed to popup when users click the native "new" button in SFDC to create a new record
Allister P.
·
·
The screen that originally pops up just has all the fields a user needs to fill out before saving to create a new account record
Allister P.
·
·
I am the SFDC admin and we purposely don't have any Einstein features turned on
Mark L.
·
·
Very odd. I have the "Launch Enrichment" button set up on the Lead object in my test account, for example, and do not see any similar issue. Could you try uninstalling the package, and verify the issue goes away afterward? At what point in the package setup did you first see this? Right after initial install, after assigning permission sets, adding buttons to layouts, creating the new workflows...? Installing separately in a sandbox (if you have one available) will help test without interruption.
👌1