Introduction
This integration enables users to lookup records in Salesforce directly from Clay. By leveraging Salesforce's REST API, specifically the resources for working with records, users can retrieve detailed information about various objects such as accounts, contacts, or custom entities. This action streamlines data retrieval processes, allowing for efficient cross-platform data management and analysis.
Provider: https://salesforce.com
API Documentation: https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/using_resources_working_with_records.htm
Input
Name | Is Optional | Description | Type |
Salesforce Object | The object type to look for in your Salesforce instance. | text | |
true | dynamicFields | ||
Exact Match? | true | When looking for an item in SFDC, look for an exact match in all search fields. By default, we do a contains search for all search fields. | boolean |