Mapping SFDC Account ID for Upserting in Salesforce from Clay

Hi there! We recently connected our Salesforce to Clay. I'm trying to 'upsert' accounts into Salesforce from Clay so that it updates accounts that already exist and creates new ones for accts that do not exist. I have one column that is already looking up records in Salesforce and pulling back the SFDC Acct ID, which I would like to use for matching. I'm reviewing the documentation here (https://www.clay.com/university/guide/salesforce-integration-overview) and I'm not seeing where to 'Enter the record ID to retrieve'. Where do I map the SFDC Acct ID?

7 comments

Channeled
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To map the SFDC Account ID for upserting accounts in Salesforce, you'll use the "Upsert Object" action in Clay. Here's how: 1. Choose your Salesforce account in Clay. 2. Select "Account" as the object type to upsert. 3. In the "Upsert Field" section, specify the field that contains your SFDC Account ID. 4. Map your Clay table fields to the corresponding Salesforce Object fields. 5. Configure run settings (e.g., trigger on new rows or specific conditions). 6. Run the action to upsert accounts in Salesforce. The "Upsert Field" is where you'll map your SFDC Account ID. This field is used to match existing records or create new ones if no match is found.
Sources: Salesforce integration overview | Documentation | Clay University Salesforce integration overview | Documentation | Clay University
Jaimie A.
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https://app.clay.com/workspaces/327512/workbooks/wb_sjRTwkhUuRb9/tables/t_WHtzpKb3NBN3/views/gv_4vU4h52s8DWd
James Z.
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James Z.
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Bo (.
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Hello Jamie, apologies for the delayed response. I just checked out your table and I think you have done everything right on your end in Clay. The issue here is that Salesforce Upserts, in general, require a field in Salesforce to be marked as an External ID. According to the error, no fields in your Salesforce organization are marked as an External ID, so you can’t actually run upserts because no fields load for the upsert key. “External ID” is a Salesforce setting that says “this field can be used to de-dupe Salesforce records, but its values come from another source”. The quickest win here would be to mark a field in Salesforce as an External ID and then try again. Let me know if this helps. :)
Channeled
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Apologies for spelling your name incorrectly Jaimie. Let me know if you need more help. Happy to guide you!
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Mapping SFDC Account ID for Upserting in Salesforce from Clay | Clay