Issues with Clay for SDR Feature and Salesforce Enrichment Process

Romain L. · 2025-02-13 10:30:04.354354+00

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?

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

9 comments

· Sorted by Oldest

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
Channeled
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Is that what you were looking for?
Channeled
APP
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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"?
(116 kB)
Channeled
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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:
Channeled
APP
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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 Clay Support.

Romain L.
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https://app.clay.com/workspaces/19532/workbooks/wb_bTYuNHoibKyf/tables/t_FXMNJ5KvfhR9/views/gv_VfjD2nXzuTBq
Channeled
APP
·
·
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
Channeled
APP
·
·
Is that what you were looking for?
Channeled
APP
·
·
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.
·
·
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.
·
·
Hello, apologies for the delay ...timezone Yes it is Owen C.
LuisArturo
·
·
Hey there Romain, jumping in for Owen here, was the name of the account you pushed called "Need enrichment for Marketing"?
(116 kB)
Channeled
APP
·
·
Hi Romain L.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Channeled
APP
·
·
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 Clay Support.