Fixing Waterfall Step Missing Attribute Path Error in Salesforce

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I am trying to create a waterfall that includes a step to "Lookup Record" in salesforce, but I keep getting a "Waterfall step missing attribute path" error. When I click the action in the "Waterfall Sequence" section, it takes me back to the initial "Configure" screen, but there are no "Waterfall Output" options in the drop down.

2 comments

Channeled
APP
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This error typically occurs when you haven't properly configured the output fields for your Salesforce Lookup Record step in the waterfall. To fix this: 1. When configuring your waterfall, make sure to: • Select the correct Salesforce object to lookup • Define your search parameters (fields to filter by) • Specify which fields you want to retrieve from the matching records 2. After setting up the lookup parameters, you need to select specific output fields from Salesforce that will populate your waterfall column. If the dropdown still doesn't show options, try: ** Refreshing the page ** Checking your Salesforce connection * Selecting a different data type for your waterfall column If these steps don't resolve the issue, please request human assistance.
Sources: Waterfall | Documentation | Clay University Waterfall | Documentation | Clay University Salesforce integration overview | Documentation | Clay University Custom Waterfall
Alicia B.
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https://app.clay.com/workspaces/217475/workbooks/wb_0sxpjedjx9MkjpmMXxP/tables/t_0sxpjenyh7xHDHfFsQF/views/gv_mHKkfxpnsTb5 I can't save the waterfall due to the error, but here is the link