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03 Tutorials & Inspiration

03 Tutorials & Inspiration

Optimizing Salesforce Accounts with Employee Count in Clay

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Hey! I'm working on enriching all accounts in my SalesForce to provide employee counts for each account. What would be the best approach in Clay?

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Clay
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Here's the best approach to enrich all your Salesforce accounts with employee counts: Step 1: Import Your Accounts Import your Salesforce accounts into Clay using Import Records from Salesforce - select your Account object and choose the appropriate list view. Step 2: Enrich with Employee Count Add an Enrich Company enrichment column to get employee count data for each account. This action is free and provides company size information. Step 3: Push Back to Salesforce Use the Update Record action to push the employee count data back to your Salesforce Account records' Employee Count field. Pro Tips: ** Use conditional runs to only enrich accounts that don't already have employee count data, saving credits ** Check for duplicates with Lookup Records before enriching to avoid wasted credits This workflow automatically fills employee count fields for your accounts, similar to how Vanta uses Clay to continuously update key Salesforce fields including employee count.
Sources: Salesforce integration overview | Documentation | Clay University Salesforce integration overview | Documentation | Clay University Salesforce Integration Guide How Vanta uses Clay to streamline RevOps and scale signal-based prospecting - The GTM with Clay Blog

Optimizing Salesforce Accounts with Employee Count in Clay | Clay