Home
Events
Groups
Members

00 Clay Announcements
01 Community General
01 Props and Wins
01 Watercooler
01 Welcome and Intros
02 Bugs
02 Starting with Clay
02 Support
03 Feedback & Requests
03 Tutorials & Inspiration
04 FT Job Opps
Gtm Career Advice
Member Spotlight

Community Guidelines

Powered by Tightknit

Issues with Salesforce Duplicate Rule Not Functioning Correctly

·

·

Hi! New here and have a question about the objection creation in salesforce enrichment. I do not believe the Duplicate Rule is working correctly. I have the override switched to OFF. But in testing the integration is still creating new objects that already exist. Any suggestions?

Issues with Salesforce Duplicate Rule Not Functioning Correctly | Clay

4 comments

· Sorted by Oldest

Channeled
APP
·
·
By default, Clay should not create duplicate records when the Duplicate Rule Override is switched off.To resolve this issue, please check these key points: 1. Verify that your field mappings and data types match exactly between your Clay table and Salesforce fields. Mismatched data types can cause export errors and unexpected behavior. 2. It's recommended to: • Turn off auto-update initially • Manually test the workflow with a few rows first • Use the Lookup Records action early in your workflow to check for existing recordsIf the issue persists after checking these items, you may want to request human support to investigate your specific configuration. Sources: Salesforce integration overview | Clay University FAQ: Will Clay create duplicate records in Salesforce? Create Record with Salesforce
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.
Jacob Tuwiner (Clay to HubSpot Integration as a Service)
·
·
Brian Sussman It may be talking about overriding existing field data, but not necessarily objects. I'm working with the Clay team on the newest CRM enrichment features (meeting w/ product next week). they're shipping a lot of updates to improve CRM enrichment workflows. I can keep you posted on what I find out.
Brian Sussman
·
·
Amazing! Trying to use clay as first stop on our GTM process - to ensure all data gets enriched prior to entering our CRM system! Keep me posted that sounds great