Is it possible to change the mapping of the fields that are pulled in by Clay when importing from CRM? I'm finding I'm wasting a lot of credits enriching company websites, because Clay is not automatically pulling that in. The field is always null, even though it is filled out in our SFDC instance.
Hey hey! Can you drop the URL for your table here? (if applicable) 🫶 Don't worry, only admins will be able to open your table 😉
Hey Travers N.!! Will take a look soon and see what can be done
Thanks, will look out for your response!
Hey Travers, you just need to run "Look up record from salesforce"
It's free and would port it all of your SFDC info
Interesting, I'm getting a blank "site variable" despite having websites mapped in SFDC.
That's very odd, could you share the link to your table? happy to check out if there's anything else we can do to find a match
https://app.clay.com/workspaces/102418/tables/t_akuZFtL6f9qZ/views/gv_9JkiH8LYEmbW "site" is null for all of them, was wondering if we could remap that
Any updates on this?
Taking a look
Travers N. can you check that the right "site" column is set to import? looking at these, it appears that there's one record that actually correctly pulls in a site (ciscomeraki.mx). is it possible that you created a custom "site" variable for that record only, but the rest of your records have "site" stored in a different variable? could even be that one of the "site" variables is labeled site (all lowercase) and the other is labeled Site (capital S)
How would I change which variable is set to import?
I don't see any level of configuration in the Salesforce panel in Clay
This is all I see
I'm also no longer seeing site at all as a variable when I import accounts from the CRM. Let me know what I'm missing. Am I able to edit what variables it pulls? And if so, where do I accomplish that?
Travers N. you can modify what's imported from salesforce by setting up a new list view with exactly what you want to bring into clay, then selecting that list view as the source for your clay table! you're right that it's not a setting in clay; i should've been clearer that this is a configuration you set up in SFDC. as for this null issue: we're literally getting back null for site values directly from salesforce. here's a sample value SFDC gave us (i changed the company name, phone, owner name, id, and owner id to protect privacy, but this data is real):
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{
"columns": [
{
"fieldNameOrPath": "Name",
"value": "somecompanyname.ai"
},
{
"fieldNameOrPath": "Site",
"value": null
},
{
"fieldNameOrPath": "BillingState",
"value": "CA"
},
{
"fieldNameOrPath": "Phone",
"value": "+1 999-999-9999"
},
{
"fieldNameOrPath": "Type",
"value": "SDR Target Account"
},
{
"fieldNameOrPath": "Owner.Alias",
"value": "JDoe"
},
{
"fieldNameOrPath": "Id",
"value": "0123ABCDEFGHIJK"
},
{
"fieldNameOrPath": "CreatedDate",
"value": "Fri Sep 22 00:57:07 GMT 2023"
},
{
"fieldNameOrPath": "LastModifiedDate",
"value": "Thu Nov 23 16:37:57 GMT 2023"
},
{
"fieldNameOrPath": "SystemModstamp",
"value": "Thu Nov 23 16:37:57 GMT 2023"
},
{
"fieldNameOrPath": "Owner.Id",
"value": "9876543210ABCDDEFG"
},
{
"fieldNameOrPath": "OwnerId",
"value": "9876543210ABCDDEFG"
}
]
}so the answer for this lies somewhere in your salesforce settings—we're just reporting the data, including site, exactly as salesforce is saying it is. i'm not a SFDC expert and your best bet for why your list view is returning null for site value / how your instance is configured would likely be their customer support. but if you want to hop on a call so we can at least give it a look together, here's my calendly! https://calendly.com/colin-parsons-clay/30-minute-chat?month=2023-12