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this tutorial link doesn't point to the video: https://docs.clay.com/l... | Clay

this tutorial link doesn't point to the video: https://docs.clay.com/l...

·Nov 14, 2023 11:57 PM

this tutorial link doesn't point to the video: https://docs.clay.com/learn-more/integrations/salesforce/create-record having trouble understanding the salesforce objects section, not sure what I need to do to create these salesforce records:

11 comments

· Sorted by Oldest

Clay Team
APP
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Hey hey! Can you drop the URL for your table here? (if applicable) 🫶 Don't worry, only admins will be able to open your table 😉
Clay Team
APP
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We just updated our docs - new docs here: https://docs.clay.com/enrichments-and-providers/exporting-data/crms/salesforce
Clay Team
APP
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If you aren't seeing any objects showing up - it likely means your salesforce account hasn't been connected properly. If this is the case, can you try deleting the auth and re-adding?
Ajay G.
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redid the auth, didn't change anything
Clay Team
APP
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Can you drop a table link?
Ajay G.
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https://app.clay.com/workspaces/95815/tables/t_nRbZx6a1u9mb/views/gv_9DNmlqZdXbqb
Clay Team
APP
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Thanks - looks like a bug unfortunately. Looping in Keethu R. to check it out!
Ajay G.
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Thanks Matthew
Keethu R.
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Hey Ajay G., instead of actually re-adding the auth altogether, could you try just re-authorizing? This loom is for Hubspot but would be the same steps for Salesforce as well: https://www.loom.com/share/dd849850eba647138ed09791acc8799c?sid=a050f11c-60bf-4d17-9c44-fd70c985a737
Ajay G.
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hi Keethu R., I re-authorized but am still facing the same issues
Keethu R.
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DMing you to figure out what's going on here!