Questions on Clay Trial and Salesforce Integration Features

Zaide O. · 2025-12-03T18:57:46.154Z

Hello, We are trialing Clay and have a few questions. We use Salesforce as our CRM. 1. Is it possible to limit credits per user per month? 2. When exporting to CRM (Salesforce) non Admin users to only see the Lead Object and not allow them to create records in Salesforce for Accounts & Contacts. 3. Can we default the fields of what type of data to be enriched and then ultimately imported to CRM. 4. Can we default the mapping table to create Leads? 5. In Salesforce we have standard country and state picklists enabled, how does Clay work with that? 6. Industry & Sub Industry - do you have a standard list? Thank you!

Questions on Clay Trial and Salesforce Integration Features | Clay

6 comments

· Sorted by Oldest

Clay Support
APP
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For credit limits per user, this feature is only available on Enterprise plans - you can restrict workbook access at a granular level which helps control credit usage. You can also use conditional runs and filtered views to optimize credit spend by only enriching specific rows that meet your criteria.
Regarding Salesforce permissions, our integration is scoped to the OAuth user who sets up the connection. The data pull and push capabilities are limited to what that OAuth user can access in Salesforce. [1] You can create permission sets in Salesforce to restrict the OAuth user's access to sensitive fields or objects. [2]
For default field mapping and enrichment settings, I'd recommend trying Sculptor (our built-in AI tool in the top-right corner) to help set up your workflows and automations - it's free and can help streamline your table setup.
What specific Salesforce objects and fields are you looking to restrict access to for your non-admin users?
Clay Support
APP
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If you need any further assistance with your Salesforce integration or credit management, I’m here to help. Would you like to provide more details about the specific restrictions or settings you want to configure?
Zaide O.
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Thanks! I will check out the resources provided. Would someone answer my questions 5 and 6 regarding standard country and state and industry/subindustry?
Clay Support
APP
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For Salesforce standard country and state picklists, Clay provides standardized location data points including Company Location - Country and Company Location - State that should work with your existing picklist values. [1] [2]
For industries, we offer Company Industry and Company Industry - SIC data points across our integrations. [3] We also have Company Industry - Sector available through some providers. The specific industry classifications depend on the data provider you're using for enrichment.
I'd recommend testing the field mapping during your Salesforce integration setup to see how our standardized values align with your picklists.
Clay Support
APP
·
·
Is that what you were looking for?
Clay Support
APP
·
·
If you need any additional help with your Salesforce integration or have more questions about field mappings and data enrichment, I’m here to assist. Would you like to share more details about what you’re trying to achieve or any other concerns you have?

Clay Support
APP
·
·
For credit limits per user, this feature is only available on Enterprise plans - you can restrict workbook access at a granular level which helps control credit usage. You can also use conditional runs and filtered views to optimize credit spend by only enriching specific rows that meet your criteria.
Regarding Salesforce permissions, our integration is scoped to the OAuth user who sets up the connection. The data pull and push capabilities are limited to what that OAuth user can access in Salesforce. [1] You can create permission sets in Salesforce to restrict the OAuth user's access to sensitive fields or objects. [2]
For default field mapping and enrichment settings, I'd recommend trying Sculptor (our built-in AI tool in the top-right corner) to help set up your workflows and automations - it's free and can help streamline your table setup.
What specific Salesforce objects and fields are you looking to restrict access to for your non-admin users?
Clay Support
APP
·
·
If you need any further assistance with your Salesforce integration or credit management, I’m here to help. Would you like to provide more details about the specific restrictions or settings you want to configure?
Zaide O.
·
·
Thanks! I will check out the resources provided. Would someone answer my questions 5 and 6 regarding standard country and state and industry/subindustry?
Clay Support
APP
·
·
For Salesforce standard country and state picklists, Clay provides standardized location data points including Company Location - Country and Company Location - State that should work with your existing picklist values. [1] [2]
For industries, we offer Company Industry and Company Industry - SIC data points across our integrations. [3] We also have Company Industry - Sector available through some providers. The specific industry classifications depend on the data provider you're using for enrichment.
I'd recommend testing the field mapping during your Salesforce integration setup to see how our standardized values align with your picklists.
Clay Support
APP
·
·
Is that what you were looking for?
Clay Support
APP
·
·
If you need any additional help with your Salesforce integration or have more questions about field mappings and data enrichment, I’m here to assist. Would you like to share more details about what you’re trying to achieve or any other concerns you have?