Salesforce Report Columns Missing in Clay Table Import

·

Not all columns from my salesforce report are visible in my clay table (importing from a report). I tried rerunning the report and no luck - any ideas?

3 comments

· Sorted by Oldest

Channeled
APP
·
·
This issue is likely occurring because your Salesforce report has groupings. To see all columns in your Clay table, make sure your Salesforce report is in "tabular" format without any groupings. You can check and modify your report format in Salesforce to ensure successful data import.
Channeled
APP
·
·
Did that answer your question?
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.

Channeled
APP
·
·
This issue is likely occurring because your Salesforce report has groupings. To see all columns in your Clay table, make sure your Salesforce report is in "tabular" format without any groupings. You can check and modify your report format in Salesforce to ensure successful data import.
Channeled
APP
·
·
Did that answer your question?
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.