Need Help Integrating Salesforce Account ID into Secondary Table

Tiago G. · 2025-03-06T15:24:43.340615+00:00

Hey team - I'm trying to get columns from a company table referencing the Salesforce account ID, onto a secondary table (people search for those companies) so that I can create the contact record in SF under the correct company. I figure it should be simple but for the life of me cant work it out. Any help would be much appreciated!

Here's how you can link company data to your secondary table: 1. In your secondary table, add a Company column that links to your original company table. 2. Once you have this Company column: • Click on any row in the Company column • It will show a lookup of all available fields from the company table • You can select specific company fields (including Salesforce Account ID) and add them as new columns 3. This process will pull all the enriched company data into your secondary table, creating an integrated dataset that combines individual and company information. 4. You can use the "Write to Other Table" feature to map the data properly between tables. Remember to rerun the company table lookup column whenever you add new company data to refresh the information.

Sources: Enrich People (Waterfalls) [Clay 101] - Clay University Write to Other Table | Documentation | Clay University

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