How to Retrieve All Salesforce Lead Records in Your Lookup

Hi! When I lookup records from Salesforce (lead records with a certain status) it only returns 5 results while there are 21. How do I make sure the lookup returns all results so I can write every row to another table?

4 comments

Channeled
APP
·4 months ago·
To retrieve all 21 lead records from Salesforce, we recommend using the "Lookup Records via SOQL" action instead of the standard "Lookup Record" action. This allows you to write a custom SOQL query to fetch all the desired records. Here's how to do it: 1. Use the "Lookup Records via SOQL" action in your Clay workflow. 2. In the SOQL Query field, enter a query like: SELECT Id, Name, Status FROM Lead WHERE Status = 'YourSpecificStatus' 3. This will return all matching records without a limit. After retrieving the records, you can use the "write to table" feature to add them to another table in Clay. If you need further assistance with the SOQL query or writing to another table, please let me know.
Sources: Lookup Rows | Documentation | Clay University Salesforce integration overview | Documentation | Clay University Lookup Rows | Documentation | Clay University
Michaël d.
·4 months ago·
Yes that worked, thanks!
Channeled
APP
·4 months ago·
Channeled
APP
·4 months ago·
Thank you so much for sharing your feedback Michaël d.!

How to Retrieve All Salesforce Lead Records in Your Lookup | Clay