can you add rich text as a note on an account in SFDC?
The provided documentation covers our Salesforce integration for creating enrichment menus and webhook connections, but doesn't specifically address adding rich text notes to SFDC accounts. Are you looking to add notes through our Clay-Salesforce integration, or are you asking about native Salesforce note functionality?
I have a text output that is thousands of characters long and would be overbearing in a field, and inaccessible in a task. I want to add it somewhere on an account, but unsure where
Our Salesforce integration supports creating and updating records with various field types, but the documentation doesn't specifically cover adding rich text notes or attachments to accounts. You can create or update Salesforce records through Clay by mapping your text output to existing or custom fields on the account object. For formatting long text with HTML tags like line breaks and paragraphs, you can use our formula feature to add proper HTML formatting before sending to Salesforce. However, the specific capability to add rich text notes or file attachments to Salesforce accounts isn't detailed in our current integration documentation. What type of Salesforce field are you considering for storing this long text - a custom long text area field, or are you specifically looking to use Salesforce's native Notes & Attachments feature?
Hey there thanks for reaching out, to clarify here is this text meant to appear in every row of a table or is this more of a singular note. What you could do here is break the text up so that it is able to fit inside of multiple columns. Is there a particular table where you are trying to accomplish this? Do you mind sending the link (url) to the table so we can take a look?
Thanks LuisArturo. It should appear for almost every row, each of which represents a SFDC account analysis. See "Company Analysis" in this table. Some results here are >3k characters, however I plan to add additional results which would make them >5k characters. Thanks https://app.clay.com/workspaces/260947/tables/t_VuauxSDVY8kf/views/gv_VShvw6xGJtrg
Yes, you can add rich text to a Salesforce account using a Rich Text Area field. This field type supports up to 32,768 characters by default, and with certain configurations, it can go up to 131,072 characters—more than enough for your 3k–5k+ character outputs. For your use case, we recommend creating a custom Rich Text Area field on the Account object. It allows: ** Rich formatting (bold, links, etc.) ** Better readability * Enough space for your full analysis This is a better fit than standard text fields or tasks, which have much lower character limits. Let me know if you need help setting it up.