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Assistance Needed: Salesforce Lookup Tool Incomplete Account Data | Clay

Assistance Needed: Salesforce Lookup Tool Incomplete Account Data

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Hi Clay team! I'm trying to use the Salesforce lookup tool to find the SFDC Account associated with different company names. It successfully finds the names, but the data inside the Lookup Record is incomplete—it won't tell me the account owner. Mind helping out? https://app.clay.com/workspaces/20760/workbooks/wb_QQjpvbtpnEro/tables/t_9c2Y2HZ8AnJT/views/gv_k5poDT5UP2U7

9 comments

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👋 Hey there! Our support team has got your message - we'll be back in touch within 24 hours (often sooner!). If you haven't already, please include the URL of your table in this thread so that we can help you as quickly as possible!
Bruno R.
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Hi Julien, thanks for reaching out! I’m looking into this now—could you share a screenshot of the account owner property for one of the leads in your CRM that you’re trying to look up in Clay? Also, please point me to the specific lookup you're running in Clay for that person so we can investigate any discrepancies in detail.
Julien R.
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it'd just be "Account Owner"
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Julien R.
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This would be row 13 under "Lookup Record" column
Julien R.
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It did find the account owner ID (the long string of numbers and letters) so i created a custom column to transfer those to names
Bruno R.
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This is standard behavior in Salesforce—the owner is always associated with a Salesforce object ID. To retrieve the owner details, you'll need to perform an additional lookup targeting the user object, specifically matching it to the Salesforce object ID. In this case, you'll match it with the owner ID returned in the previous column. I set this up in your table and it seems to be working correctly!
Julien R.
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thanks!
Bruno R.
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Happy to help here!
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Hi Julien R.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: