Salesforce Lookup Issues: Null Account Names and Missing Results | Clay

Salesforce Lookup Issues: Null Account Names and Missing Results

Hi there, I have a few different Salesforce Lookups in a table, that should 100% return a found result on the account level. However, it is not returning the result. In addition, where I did find a contact associated with the account, it is not showing the account name as a field to "draw out." It shows Null, which is not the case in Salesforce. I will place screenshots below this thread.

5 comments

Channeled
APP
·
·
There could be a few reasons for this issue with your Salesforce Lookups in Clay: 1. Lookup configuration: Ensure you've correctly set up the Lookup records action, specifying the right object type (e.g., Account) and field for searching. 2. Search criteria: Check if you're using an exact match or a contains search. You might need to adjust this setting for better results. 3. Data format: Verify that the data in your Clay table matches the format in Salesforce exactly. 4. Permissions: Make sure your Salesforce integration has the necessary permissions to access account-level data. If the issue persists after checking these points, it might be a more complex problem. In that case, you should request human assistance by clicking on "Talk to a person" for a more in-depth investigation of your specific setup.
Source: Salesforce Integration Guide
Maggie H.
·
·
https://app.clay.com/workspaces/458713/tables/t_0sw5vo7m5Cf7EARqyJv/views/gv_0svhxofAxUB3fxctqvF
Maggie H.
·
·
Bo (.
·
·
Hey, I checked your table and saw that the owner name is being returned—but it’s coming through as an ID by default. Nice job finding a way to convert it to a readable name. For better control and more reliable results next time, I’d recommend using SOQL Lookup. It usually gives more consistent data right from the first run, especially when pulling related fields like account names. Let me know if you have more questions
Maggie H.
·
·
Thanks, Bo!