Help Needed: Pulling SFDC Contact Activity History into Clay

·

Has anyone pulled a SFDC contact's activity history (contents of email threads, notes from calls, etc) into Clay via the lookup record enrichment? I have found it straightforward to pull contact record data and account record data, but not the activity record data. Looking for some help. Thanks!

2 comments

Channeled
APP
·
·
To pull a Salesforce contact's activity history into Clay, you'll need to use the "Lookup Records via SOQL" action rather than the standard "Lookup Record" enrichment. SOQL (Salesforce Object Query Language) allows you to create custom queries that can retrieve related records like activity history. You can write a SOQL query that joins the Contact object with related activity objects. Here's how to set it up: 1. Add the "Lookup Records via SOQL" enrichment to your table 2. Select your Salesforce account 3. Write a SOQL query that retrieves the contact and their activities 4. Configure your run settings For example, your SOQL query might look something like: LBKSSELECT Id, Name, (SELECT Subject, Description, ActivityDate FROM ActivityHistories) FROM Contact WHERE Email = '[example@email.com](mailto:example@email.com)'LBKSThis will pull the contact record along with their associated activity history.
Sources: Salesforce integration overview | Documentation | Clay University Salesforce integration overview | Documentation | Clay University FAQ: What permissions and scope do I need for the Salesforce enrichment?
🙌🏻1
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 02 Support.