Troubleshooting Salesforce List Import Issues in Clay

Lana M. · 2025-11-28T20:57:14.825Z

I am trying to import a Salesforce list into Clay, however when importing not all fields from the SFDC list are being passed over to Clay, specifically the related Account fields (account record type, domain etc). I tried googling, and it says its due to permissions but that should not be the case as I / the integration user has full admin permissions. What am I doing wrong?

Troubleshooting Salesforce List Import Issues in Clay | Clay

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Clay Support
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Even with admin permissions, related Account fields might not import due to field-level security settings. Check that your integration user's profile has read access enabled for those specific fields in Salesforce Setup → Profiles.
Also verify that field-level security settings permit API access to the Account fields you need. The Salesforce connection is scoped to what the OAuth user can access, so even admin users can be restricted by field permissions. [1]
If fields still don't appear after checking permissions, try manually refreshing the field list in Clay or test your field access in Salesforce's Developer Console first. [2]
Clay Support
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Was that helpful?
Lana M.
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Yes I have done this - but still the fields are not showing up
Clay Support
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Since you've checked permissions, try these additional steps:
Manual field refresh: In Clay, manually refresh the field list from your Salesforce connection to pull the latest available fields.
Test in Developer Console: Go to Salesforce Setup → Developer Console → Query Editor and test if you can query those Account fields directly. This will confirm if it's a Clay connection issue or Salesforce access issue. [1]
Use Lookup Record action: Instead of importing, try using Clay's Salesforce "Lookup Record" action to fetch Account data by referencing the Account ID from your contact records.
Check custom field naming: If these are custom fields, ensure they include the __c suffix in the field name.
Clay Support
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Was that helpful?
Clay Support
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If you still need help resolving the issue with importing Salesforce fields, I’m here to assist. Would you like to provide more details about what you’re trying to achieve or any other challenges you’re facing?
Lana M.
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Yes resolved, thank you!
Clay Support
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Glad to hear you resolved it. Let me know if you need any more help.