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Update Record Function Issues in Clay Table workspace
My update record function is not working for this table https://app.clay.com/workspaces/341807/workbooks/wb_5G9VBs8FCFj3/tables/t_s2mPFdAYcpC2/views/gv_pTD3Ha7ake44
There could be a few key reasons why your update record function isn't working properly. Here's what you should check:1. Verify you have the correct Record ID - If you don't have the proper Salesforce Record ID, use the Lookup record action first to obtain it. 2. Check your field mapping - Make sure you've correctly mapped all the fields in your table that need to be updated and specified the corresponding Salesforce fields. 3. Auto-update settings - If you're testing a new workflow, make sure auto-update is turned off initially. This allows you to manually test a few rows first to verify everything is working correctly. 4. Blank values - Consider toggling on "Remove Blank Values" to prevent overwriting populated fields with empty values. Sources: Salesforce [Clay 101] - Clay University Salesforce Integration Guide
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Bruno R.··Hi Disha, thanks for reaching out. Taking a look at this now!
- Bruno R.··
It seems as if all issues which are occurring in this table are related to stale data. You set up your workflow to obtain certain outputs but then edited some of the inputs within the workflow, causing stale data. https://downloads.intercomcdn.com/i/o/w28k1kwz/1262565019/b05ab885b70cc97acebc71f5cbd7/CleanShot+2024-11-22+at+14_30_33%402x.png?expires=1732305600&signature=abf3100f80b1fad94227ab1f35d9257935aee435e8c98c9845a802a3401040b6&req=dSIhFMx4mIFeUPMW1HO4zXlg2iKFqp6rtXMI2wIOu2djzPSpSxDP7VrOKBZM%0AS4i1%0A To solve this, you will have to update your upstream cells by selecting "update stale cell" button you see when clicking into the individual cells in your table.
Disha B.··I can't figure out which column has stale data
- Bruno R.··
The final column which is updating your Salesforce records, this is what's causing the issue with the workflow which is updating your SF accounts.
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