Maximizing Salesforce Look-up Records from Opportunity Object

Sydney W. · 2025-11-04T00:34:27.539Z

Hi Team! I'm conducting a Salesforce look-up record in my table, but it continues to only return 5 records maximum. Is there a way that I can force it to return as many records that are found when pulling from our Opportunity object ?

Maximizing Salesforce Look-up Records from Opportunity Object | Clay

15 comments

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Clay Support
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The Salesforce "Lookup Record" action doesn't have a built-in limit control for the number of records returned. [1]
For retrieving multiple records with more control, try using the "Lookup Multiple Rows in Other Table" action instead, which includes a Limit (Optional) parameter where you can specify the maximum number of rows to return. [2] [3]
Alternatively, consider using the "Lookup Records via SOQL" action where you can write a custom SOQL query to control exactly how many Opportunity records are returned.
Clay Support
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Did that answer your question?
Sydney W.
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No.. if theres no limit for number of records returned then why is it limiting to 5
Clay Support
APP
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I understand this is frustrating, so I’m routing you to one of our human agents who can assist you further.
Intercom
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Clay Support is sharing a file with you.
Our support team has got your message and we'll get back to you soon!
If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
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Sydney W.
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https://app.clay.com/workspaces/365129/workbooks/wb_0t4wbv1ZJyhraTytrzd/tables/t_0t4wdl0EexYJazQzsdD/views/gv_0t4wdl0p9vd498eqjeu
Hunain F.
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Hey Sydney W. you can easily solve it just go to your Salesforce Look up Record column settings and increase the “Max Results” value from 5 to the number you need for example 50 then re run the enrichment
Sydney W.
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Hunain F. Hey! Thanks - but where can I find those column settings
Sydney W.
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Clay S. Could I get additional support here? That would be greatly appreciated 🙂
Willy H.
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Hiya Sydney! curious about the use case -- bringing in opportunity records is interesting, what's the workflow that you're trying to build?
Willy H.
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but yes, you should be able to bring in more than 5 records at a time
Sydney W.
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We are messaging our customers who recently attended a conference and providing them with a free audit, but we want to avoid emailing any merchants taht are in an active sales deal cycle. So, we need to pull in the opportunities field from salesforce to check if there are future deals that we need to be awrae of
Willy H.
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ahh! that makes sense
LuisArturo
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Hey there Sydney thanks for reaching out, and appreciate you jumping in Willy. Currently the sales force look up record integration does not include the option to find more than five records at a time. If you're looking to find more than five then in this case you would have to use the sales force look up via SOQL integration.
👍🏼1
Clay Support
APP
·
·
We haven't heard back from you here, so we're going to go ahead and close this thread out.
Still need help here? Reply back and someone will jump back in.
Have a question thats not related to this thread? We recommend kicking off a new ticket in the support channel!

Clay Support
APP
·
·
The Salesforce "Lookup Record" action doesn't have a built-in limit control for the number of records returned. [1]
For retrieving multiple records with more control, try using the "Lookup Multiple Rows in Other Table" action instead, which includes a Limit (Optional) parameter where you can specify the maximum number of rows to return. [2] [3]
Alternatively, consider using the "Lookup Records via SOQL" action where you can write a custom SOQL query to control exactly how many Opportunity records are returned.
Clay Support
APP
·
·
Did that answer your question?
Sydney W.
·
·
No.. if theres no limit for number of records returned then why is it limiting to 5
Clay Support
APP
·
·
I understand this is frustrating, so I’m routing you to one of our human agents who can assist you further.
Intercom
APP
·
·
Clay Support is sharing a file with you.
Our support team has got your message and we'll get back to you soon!
If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
Loading attachments
Sydney W.
·
·
https://app.clay.com/workspaces/365129/workbooks/wb_0t4wbv1ZJyhraTytrzd/tables/t_0t4wdl0EexYJazQzsdD/views/gv_0t4wdl0p9vd498eqjeu
Hunain F.
·
·
Hey Sydney W. you can easily solve it just go to your Salesforce Look up Record column settings and increase the “Max Results” value from 5 to the number you need for example 50 then re run the enrichment
Sydney W.
·
·
Hunain F. Hey! Thanks - but where can I find those column settings
Sydney W.
·
·
Clay S. Could I get additional support here? That would be greatly appreciated 🙂
Willy H.
·
·
Hiya Sydney! curious about the use case -- bringing in opportunity records is interesting, what's the workflow that you're trying to build?
Willy H.
·
·
but yes, you should be able to bring in more than 5 records at a time
Sydney W.
·
·
We are messaging our customers who recently attended a conference and providing them with a free audit, but we want to avoid emailing any merchants taht are in an active sales deal cycle. So, we need to pull in the opportunities field from salesforce to check if there are future deals that we need to be awrae of
Willy H.
·
·
ahh! that makes sense
LuisArturo
·
·
Hey there Sydney thanks for reaching out, and appreciate you jumping in Willy. Currently the sales force look up record integration does not include the option to find more than five records at a time. If you're looking to find more than five then in this case you would have to use the sales force look up via SOQL integration.
👍🏼1
Clay Support
APP
·
·
We haven't heard back from you here, so we're going to go ahead and close this thread out.
Still need help here? Reply back and someone will jump back in.
Have a question thats not related to this thread? We recommend kicking off a new ticket in the support channel!