Adding Salesforce Reports as Variables in Clay Rows | Clay

Adding Salesforce Reports as Variables in Clay Rows

Hello guys, I imported some Salesforce Reports into Clay (5 different reports) How can I have in each row the related Salesforce Reports as a variables? is this possible? Ex, next to record: Michael Saruggia, I want what was the report I brought the contact from

4 comments

Michael S.
·
·
https://app.clay.com/workspaces/525195/workbooks/wb_0sxpmm4QraC2PrFQT5U/tables/t_0sxpmnydADzrn25cm47/views/gv_0sxpmny8FtNDTCFVKFr
Channeled
APP
·
·
When importing from Salesforce reports, Clay doesn't automatically include the source report name as a variable in your table. The import functionality focuses on bringing in the report data itself rather than metadata about which report it came from. To track which report each contact originated from, you could manually add a column to your Clay table and populate it with the report name for each import batch, or consider importing each report into separate tables to maintain that distinction. Are you looking to track this information for a specific workflow purpose, such as lead scoring or segmentation based on the source report?
Sources: Salesforce | Documentation | Clay University Salesforce Reports with Salesforce
Channeled
APP
·
·
Clay doesn't automatically include the source report name when importing Salesforce reports. The import functionality focuses on bringing in report data rather than metadata about which report it originated from. To track which report each contact came from, you'll need to manually add a column to your Clay table and populate it with the report name for each import batch, or import each report into separate tables to maintain that distinction. This limitation exists because Salesforce report results don't have built-in unique identifiers or source metadata that Clay can automatically capture during import.
Sources: Salesforce integration overview | Documentation | Clay University Salesforce | Documentation | Clay University Salesforce Reports with Salesforce
Michael S.
·
·
Thanks so much