Salesforce
Salesforce is a leading cloud-based software company specializing in customer relationship management (CRM) solutions that help businesses streamline their sales, service, marketing, and commerce operations. Its platform enables companies to connect with customers in innovative ways, enhancing customer engagement and driving business growth.
Actions
Create Record with Salesforce
This action enables the creation of new records in Salesforce directly from Clay.
Lookup Record with Salesforce
This action enables users to lookup records in Salesforce directly from Clay.
Lookup Record via SOQL with Salesforce
Lookup records in SFDC via a SOQL query.
Salesforce Records with Salesforce
Enrich your Salesforce data.
Salesforce Reports with Salesforce
This action enables you to import data from your SFDC reports into Clay on a rolling basis
Update Record with Salesforce
This action enables the updating of existing records in Salesforce directly from Clay.
Upsert Object with Salesforce
This action enables the upsert operation between Clay and Salesforce, allowing you to insert or update records in Salesforce objects.
Related templates
Hubspost
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Hubspost
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Hubspost
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Hubspost
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Hubspost
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Hubspost
Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua
Hubspost
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Support docs & guides
Clay University
Master Clay in a few core lessons. Uplevel your data enrichment, craft better outbound messages, and book more meetings.
Go to market blog
Our best content on growing your GTM motion, from outbound sales automation to AI lead generation.
Integrations
Browse through all the integrations you can connect to Clay in seconds and discover what you can do!
Clay Experts
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Clay's Chrome extension
Clay’s Chrome Extension makes it wicked easy to find leads almost anywhere on the internet