Issues with Clay for SDR Feature and Salesforce Enrichment Process | Clay

Issues with Clay for SDR Feature and Salesforce Enrichment Process

Hey guys, we built a table for the Clay for SDR feature. For a few weeks, it did not work anymore. We can Launch enrichment through Salesforce but we do not see the new account sent in Clay. Any ideas please?

9 comments

Romain L.
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https://app.clay.com/workspaces/19532/workbooks/wb_bTYuNHoibKyf/tables/t_FXMNJ5KvfhR9/views/gv_VfjD2nXzuTBq
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This issue might be related to Salesforce authentication and permissions. To resolve this, you'll need to: 1. Check if your Salesforce OAuth Settings are properly enabled 2. Verify that your Clay account has the correct authentication with SalesforceMake sure you have: ** OAuth Settings enabled in your Salesforce account ** Proper permissions and scope set up for the Salesforce enrichmentYou can find detailed information about the required permissions and scope settings in our FAQ page: https://docs.clay.com/en/articles/9726556-faq-what-permissions-and-scope-do-i-need-for-the-salesforce-enrichmentIf the issue persists after checking these settings, please request human support to help troubleshoot your specific setup. Sources: Salesforce [Clay 101] - Clay University Salesforce Integration Guide
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Is that what you were looking for?
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Looks like you're still looking for help. We're currently outside of our standard office hours (9 AM to 9 PM EST, Monday through Friday), so it may take a little longer for us to respond.If you’re dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
Owen C.
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Hey there, thanks for reaching out! Is this part of our Salesforce package enrichment where an SDR triggers this enrichment from within Salesforce?
Romain L.
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Hello, apologies for the delay ...timezone Yes it is Owen C.
LuisArturo
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Hey there Romain, jumping in for Owen here, was the name of the account you pushed called "Need enrichment for Marketing"?
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Hi Romain L.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
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This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.