Introduction
This integration enables users to import Salesforce Reports directly into Clay. By leveraging the Salesforce Analytics API, the action retrieves report data from Salesforce and populates it within Clay’s environment. This functionality allows for seamless data transfer between the two platforms, enhancing Salesforce data using Clay.
Provider: https://salesforce.com
API Documentation: https://developer.salesforce.com/docs/atlas.en-us.api_analytics.meta/api_analytics/sforce_analytics_rest_api_intro.htm
Input
Name | Is Optional | Description | Type |
Report to Run | The report to run in your Salesforce instance. Salesforce allows no more than 2000 total records to be fetched for reports. | text | |
Uniqueness Fields | true | Report results in SFDC do not have a specific column that uniquely identifies each row. Without a unique identifier, Clay may sync duplicate records every time the report pulls in new data. You can use this input to select the fields to use as a unique identifier for this row in order to avoid this issue. If no unique identifier is selected, Clay will use the entire row as a unique identifier. WARNING: Using the entire row as a unique identifier may cause a ton of duplicates in your Clay table. | text |