Hi, anyone who can help me in scoring our contacts in SFDC using Clay?

To score contacts in Salesforce using Clay: 1. Import your Salesforce data into Clay using the Import Records action 2. Enrich contacts with Clay's 95+ data points for comprehensive lead profiles 3. Create lead scores using the Formula Tool: • Add a new Formula column to your table • Use the Formula Generator to create scoring criteria • Choose your scoring type: • Number-based: Calculate total scores by adding points for attributes like company size, role, revenue • Grade-based: Assign letter grades based on criteria combinations • Fit criteria: Binary "Yes/No" labels for qualification 4. Push scores back to Salesforce using the Update Record action to populate your lead score field This approach helps you qualify and prioritize leads more effectively by leveraging enriched data that traditional scoring methods often miss.

Sources: Example Salesforce workflows Salesforce integration overview | Documentation | Clay University Lead scoring overview | Documentation | Clay University Lead scoring overview | Documentation | Clay University Lead scoring overview | Documentation | Clay University Salesforce Integration Guide

For 100k credits needed to score 10,000+ accounts, consider these options: Plan upgrades: ** Pro Plan: 50k-150k monthly credits ($800-2000/month) ** Enterprise Plan: Custom credit amounts for large organizations Credit optimization: ** Use conditional runs to qualify leads early and save credits for only qualified accounts ** Use free AI Formulas for data manipulation and scoring calculations instead of paid enrichments ** Start with free enrichments like Enrich Company for initial qualification Additional credits: ** Purchase credit top-ups at 50% above your plan's typical cost per credit This approach lets you score efficiently while managing credit usage strategically.

Sources: Salesforce integration overview | Documentation | Clay University Best Practices To Maximize Your Credits - Clay University Credits | Documentation | Clay University Free vs. Starter vs. Explorer vs. Pro vs. Enterprise Plans Workspace administration documentation | Documentation | Clay University

Yes, you can purchase one-time credit top-ups without upgrading your plan. To buy additional credits: 1. Go to Settings > Plans & billing 2. Click "Purchase credits" Credit top-ups are added instantly to your balance with no changes to your plan or billing cycle. Note that credit top-ups cost 50% more than your plan's typical cost per credit. This lets you handle your one-time scoring project for 10,000+ accounts without committing to a higher monthly plan.

Sources: Credits | Documentation | Clay University How can I get more credits if I run out? - FAQ | Clay.com Running Out of Credits

For 100k credits needed for your scoring project, credit top-ups cost 50% more than your plan's typical cost per credit. Rough estimates for 100k credit top-up: ** If on Explorer plan ($349/10k credits): ~~$5,235 ** If on Pro plan ($800/50k credits): ~~$2,400 The exact cost depends on your current plan tier. Use our credits calculator at clay.com/credits-calculator for precise estimates, or run a sample with 100-1000 records first to understand real-world credit usage. Purchase through Settings > Plans & billing > "Purchase credits" for instant delivery.

Sources: Free vs. Starter vs. Explorer vs. Pro vs. Enterprise Plans How can I get more credits if I run out? - FAQ | Clay.com

The Plans & Billing menu is only available on paid plans. If you're on the free version, you won't see this option since credit purchases aren't available for free accounts. To purchase additional credits, you'll need to upgrade to at least a Starter plan first. The most cost-effective approach would be signing up for a Starter plan, then you can access Settings > Plans & billing > Purchase credits.

Sources: Credits | Documentation | Clay University Purchase Credits and View Amount of Credits Left for the Month

To check if you're on a free plan, go to Settings > Plans & billing in Clay. If you don't see the "Plans & billing" option in Settings, that confirms you're on the free plan, as this menu is only available on paid plans. The free plan includes 100 credits per month (1.2K credits per year) at no cost.

Sources: Workspace administration documentation | Documentation | Clay University Plans & billing | Documentation | Clay University

If you don't see "Plans & Billing" in your Settings tab, you're on the Free plan. The Plans & Billing menu is only available on paid plans. The Free plan includes 100 credits per month at no cost. To access Plans & Billing features like purchasing additional credits, you'll need to upgrade to at least a Starter plan first.

Sources: Plans & billing | Documentation | Clay University Workspace administration documentation | Documentation | Clay University Plans & billing | Documentation | Clay University