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Not able to import SalesForce Report into clay via API. Pls help!!
Not able to import SalesForce Report into clay via API. Pls help!!
Here's how to import a Salesforce report into Clay: 1. Navigate to the Source panel: • For a new table: Click "+ Create new" and search for "Salesforce" • For an existing table: Open the table and select "Actions > Import" 2. From the Source panel, select "Import Report Data from Salesforce" 3. Choose the Salesforce account key you want to use (access depends on your Salesforce admin permissions) 4. Select the report you wish to import Important note: There is a 2,000 record limit per report when importing from Salesforce reports. If you need to import more records, consider creating a SOQL-compatible object view instead: 1. Create a new list view in your Salesforce object 2. Add filters matching your report configuration (use basic operators like =, <, > , > =, <=) 3. Import the view using "Import Records from Salesforce"
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Harsh M.··I did this , it says its importing but the data just never reflects!
The issue is likely due to the report format in Salesforce. The report needs to be in "tabular" format without any groupings for the data to import successfully. Also, keep in mind that Salesforce reports have a 2,000 record limit per report. This limitation is imposed by the Salesforce API, not by Clay. If you need to import more than 2,000 records, it's recommended to use Salesforce lists instead of reports for a more comprehensive data pull.
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- Harsh M.··
Get me a human to talk to
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Bo (.··Hey Harsh! I notice your Salesforce Report import is showing empty results rather than errors. The API connection is working (confirmed by "✅ Report completed"), but we're receiving an empty records array. This typically happens when: 1. The report exists but contains no data 2. The user credentials don't have proper permissions to access report data Could you verify the report contains data when you view it directly in Salesforce? Also, it might help to have a Salesforce admin double-check your API user's permissions to ensure they can access this specific report's data. Let me know what you find!