Salesforce is a customer relationship management (CRM) platform that helps businesses manage their customer data and relationships. This integration lets you sync your Salesforce data with Clay to streamline your workflow.

Creating a table with Salesforce

1. In a workbook, click + Add at the bottom.
2. Search for Salesforce and select from the results.
3. In the modal, you will be asked to Select Salesforce account.
   • If you haven't already connected your Salesforce account, click + Add account and go through authentication.

Source Import records from a Salesforce list

Inputs:

• Salesforce object: The type of object to look for in Salesforce.
• List view: The view to sync into Clay.
  • Views that are not SOQL-compatible (those that cannot be generated from a SOQL query) have a 2,000-record limit. For more

Source Import records from a Salesforce report

Inputs:

• Report to run: The report to run in your Salesforce instance.
  • Only tabular and matrix reports are supported. Salesforce limits reports to a maximum of 2,000 records.
• Uniqueness fields:
  • Since Salesforce reports lack unique identifiers, select specific fields to identify each row. This prevents duplicate records from appearing when the report updates.

Enriching data with Salesforce

1. While in a Clay table, click Add enrichment and search for Salesforce.
2. Under Integrations, select one of the Salesforce options.
3. In the modal, you will be asked to Select Salesforce account.
   • If you haven't already connected your Salesforce account, click + Add account and go through authentication.

Action Lookup records via SOQL

Look up records in Salesforce using a SOQL query.

Inputs

• SOQL query
  • For more information about SOQL and Salesforce, check out their documentation.

Action Create record

Use this action to create a new record in Salesforce.

Inputs

• Salesforce object: The object type to look for in your Salesforce.
• Duplicate rule override: When enabled and you have a duplicate rule, Clay will bypass the rule and create a new record, even if it duplicates an existing one.

Action Lookup record

Use this action to find existing records in Salesforce.

Inputs

• Salesforce object: The object type to look for in your Salesforce.
• Exact match? (Optional): When enabled, finds exact matches across all search fields.

Action Upsert object

Use this action to create a new record or update an existing one.

Note: In order for upsert to work, you need to have an external ID on the object.

Inputs

• Salesforce object: The object type to look for in your Salesforce.

Action Update record

Use this action to modify existing records in Salesforce.

Inputs

• Record ID
• Salesforce object: The object type to look for in your Salesforce.
• Ignore blank values (Optional)

Action Convert lead

Use this action to convert a lead.

Inputs:

• Lead ID
• Converted status: The status to assign to the lead after conversion.
• Account ID (Optional): The ID of the account to link to the converted lead.
• Contact ID (Optional): The ID of the contact to link to the converted lead.
• Create opportunity? (Optional)
• Opportunity ID (Optional): The ID of the opportunity to link to the converted lead.
• Opportunity name (Optional): The name of the opportunity to create.
  • If not provided, the lead's name will be used.

Run settings

• Auto-update
• Only run if: The enrichment will only run if conditions are met. (Learn more about conditional formulas here!)

Salesforce integration best practices

Test before automating

Start with auto-update disabled when using Create or Update actions. Test manually with a few rows first before enabling automation.

Begin with lookup records

Use the free Lookup records action first to check for duplicates, enhance data, and screen against suppression lists.

Qualify early

Use conditional runs and free enrichment actions to qualify leads before spending credits on deeper enrichment.

Mind your relationships

Pay attention to contact-company relationships and duplicates. Plan how to handle unassociated contacts and merge duplicate records to maintain data quality and efficiency.

FAQs

What permissions and scope do I need for the Salesforce enrichment?

Required Permissions for Your Clay User

To connect Clay to Salesforce, your Clay user needs:

1. Access Identity Information (profile, email, address, phone)
2. Manage Data via APIs
3. Perform Requests Anytime (refresh_token, offline_access)

An OAuth user must set up the initial connection. After that, any user in your Clay workspace can use the integration.

Connection Scope and Permissions

The Salesforce connection is tied to the OAuth user who sets it up:

• Data Pull: Import or look up Salesforce records, limited to the fields and objects the OAuth user can access
• Data Push: Create or update Salesforce records where the OAuth user has write access

For sensitive fields, you can create a permission set to restrict the OAuth user's access.

Will Clay create duplicate records in Salesforce?

No. By default, Clay prevents duplicate records. However, you can allow duplicates by enabling the "Duplicate Rule Override" in the Create Record enrichment.

To avoid creating duplicates from your Clay table, first look up an object to check if it exists, then create it only if it doesn't.

Learn more about Salesforce's duplicate rules here.

What are the default sync settings for CRM integrations?

By default, Clay syncs Salesforce imports every 24 hours. When new records or updates occur, this triggers action runs that enrich and export the updated fields.

How do I turn on or off autoupdate?

To modify this setting, click your Table name in the top bar. From the dropdown menu, select Disable or Enable auto-update.

Is there a way I can test Salesforce enrichments?

Yes, you can test enrichments by connecting your sandbox test environment.

Go to Settings → Connections → Salesforce Test Env to set it up.

Can I reverse my Salesforce Enrichment?

No, once you update or create an object in Salesforce from Clay, you cannot undo these actions.

Please check with your Salesforce admin before making any changes to your Salesforce CRM.

Do we need to create a custom Salesforce object to integrate Salesforce data?

Nope! One of Clay's benefits is that you can update any object and any field in Salesforce.