How to Pull All Columns from Salesforce Lead List | Clay

How to Pull All Columns from Salesforce Lead List

I'm trying to pull in a lead list from Salesforce, is there a way to pull in all columns from the Salesforce lead list? It automatically pulls in the name and email columns, but I want to pull in the company name column from Salesforce as well

5 comments

Channeled
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To import all columns, including the company name, from a Salesforce lead list into Clay, follow these steps: 1. Navigate to the Source panel in your Clay workbook. 2. Click '+ Add' at the bottom and search for 'Salesforce'. 3. Select the Salesforce account you want to connect. 4. For lists: Choose the object to import (in this case, Leads) and select the specific list view you want to sync with Clay. 5. During the import process, you'll be able to select which columns to include. Make sure to select all the columns you need, including the company name. By following these steps, you'll be able to pull in all desired columns from your Salesforce lead list, including the company name. If you need further assistance, please request human support by clicking on 'Talk to a person' in this chat.
Sources: Salesforce integration overview | Documentation | Clay University Salesforce integration overview | Documentation | Clay University
Danielle M.
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I don't see the option in the import process to select the columns
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I apologize for the confusion. The option to select columns during the Salesforce import process isn't explicitly mentioned in our current documentation. However, you should be able to choose which data fields to import. When importing from Salesforce, follow these steps: 1. In the Source panel, click '+ Add' and search for 'Salesforce'. 2. Select your Salesforce account. 3. Choose to import from a Salesforce list or report. 4. Select the object (e.g., Leads) and the specific list view or report. During this process, you should see an option to select the columns you want to import. If you're not seeing this option, it might be a technical issue. If you're still unable to select columns, please request human support by clicking on 'Talk to a person' in this chat for further assistance.
Sources: Import from CRM [Clay 101] - Clay University Salesforce integration overview | Documentation | Clay University
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Summiya B.
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March your company name in sales force account...