Documentation Request for Salesforce Enhance Button by Clay

·

Hi! Is there any documentation about the salesforce enhance button clay provides? Id love to learn as much as I can about it ty!

Channeled
APP
·
·
Yes! The Salesforce Enhance button (called "Launch Enrichment") is part of our enterprise Salesforce package. This button allows you to enrich records directly from within Salesforce with just one click.Here's how it works once installed: 1. The button appears in your Salesforce Mobile and Lightning Actions section 2. You can add it to various objects like Accounts, Contacts, and Leads 3. When clicked, it automatically pushes that record to your Clay table for enrichmentWith this feature, you can: ** Find and research relevant contacts at any account ** Get AI-powered web research on demand * Draft personalized emails All without leaving Salesforce!Note: This is an Enterprise-only feature, so you'll need to be on our Enterprise plan to access it. Sources: Enterprise Feature: SFDC Package Instructions Salesforce integration overview | Documentation | Clay University Huge update: Clay Salesforce on-demand enrichment package
Channeled
APP
·
·
Hi Sofia C.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: