Adding a Salesforce Field to an Existing Clay Table

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Is there a way to add a Salesforce field to an existing Clay table that's been created by "Import Records from Salesforce"?

9 comments

· Sorted by Oldest

Joe K.
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Here's the table: https://app.clay.com/workspaces/319627/tables/t_SUT5KDyjmMvx/views/gv_sj7Hqz8Emuck. I want to add one more field to it from Salesforce (Prospect Type)
Channeled
APP
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👋 Hey there! Our support team has got your message - we'll be back in touch within 24 hours (often sooner!). If you haven't already, please include the URL of your table in this thread so that we can help you as quickly as possible!
Joe K.
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(I deleted the table and re-made it)
Tomi F.
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Hello Joe, you can do this! Here's a small video showing where this option is found: https://downloads.intercomcdn.com/i/o/1169107125/d2d9ee9859874090420c3c05/CleanShot+2024-09-04+at+16_45_40.gif?expires=1725484500&signature=439fbcbcc23b657173e6ef66a9e5eed1b6dd0a524b09049381c8256d4e05505f&req=dSEhH8h%2BmoBdXPMW1HO4zdhgTRgdR3dphOM%2Fv4E0Gw%2B%2FltuykVwpV%2B4e2AQX%0AYBzD%0A Let me know if this achieves the desired outcome.
Joe K.
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Hi Tomi F. thanks for the response, but I don't follow. How do I add a new Salesforce field that way?
Joe K.
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is it through one of these? ?
Loading attachments
Bo (.
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Hey, thanks for reaching out! Sorry for the confusion 😊 Just to clarify, are you saying that you added a new field to your contact in Salesforce and now want to include that field inside Clay? If so, you can perform a lookup (from Salesforce). Once you run the lookup, it will pull all the values attached to the record, including your new field. Let me know if you need any further assistance! 😊
Joe K.
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Ah, I (finally) got it now. I had forgotten about the fields being in { }. Thanks for your help!
Loading attachments
Channeled
APP
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Hi Joe K.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:

Joe K.
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·
Here's the table: https://app.clay.com/workspaces/319627/tables/t_SUT5KDyjmMvx/views/gv_sj7Hqz8Emuck. I want to add one more field to it from Salesforce (Prospect Type)
Channeled
APP
·
·
👋 Hey there! Our support team has got your message - we'll be back in touch within 24 hours (often sooner!). If you haven't already, please include the URL of your table in this thread so that we can help you as quickly as possible!
Joe K.
·
·
(I deleted the table and re-made it)
Tomi F.
·
·
Hello Joe, you can do this! Here's a small video showing where this option is found: https://downloads.intercomcdn.com/i/o/1169107125/d2d9ee9859874090420c3c05/CleanShot+2024-09-04+at+16_45_40.gif?expires=1725484500&signature=439fbcbcc23b657173e6ef66a9e5eed1b6dd0a524b09049381c8256d4e05505f&req=dSEhH8h%2BmoBdXPMW1HO4zdhgTRgdR3dphOM%2Fv4E0Gw%2B%2FltuykVwpV%2B4e2AQX%0AYBzD%0A Let me know if this achieves the desired outcome.
Joe K.
·
·
Hi Tomi F. thanks for the response, but I don't follow. How do I add a new Salesforce field that way?
Joe K.
·
·
is it through one of these? ?
Loading attachments
Bo (.
·
·
Hey, thanks for reaching out! Sorry for the confusion 😊 Just to clarify, are you saying that you added a new field to your contact in Salesforce and now want to include that field inside Clay? If so, you can perform a lookup (from Salesforce). Once you run the lookup, it will pull all the values attached to the record, including your new field. Let me know if you need any further assistance! 😊
Joe K.
·
·
Ah, I (finally) got it now. I had forgotten about the fields being in { }. Thanks for your help!
Loading attachments
Channeled
APP
·
·
Hi Joe K.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: