Introduction
This integration enables users to retrieve Salesforce records from a specified View and import them into Clay. Leveraging Salesforce's REST API, the action pulls data based on predefined criteria set in the Salesforce View. This functionality streamlines data transfer between Salesforce and Clay, allowing for efficient record management and analysis across both platforms.
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 | |
List View | The view to sync into Clay. If the view you select isn't SOQL-compatible (i.e. can't be generated from a SOQL query), you'll be limited to 2000 records. | text |