Clay

Important reminder: The SDFC package is only available to enterprise customers

Install the SFDC package in the link provided to you in your email. You can make this viewable only for admins at the start if you’d like

Create a new Clay Table with the source as “Import data from Webhook”. Keep this page open so you have quick access to the Webhook URL.

In SFDC, select the App Launcher and search “Enrichment Menus”

Fill out the form with the following information

1. Enrichment Menu Name: The record name for SFDC (Think of this as the name of the action)
2. The Clay table URL: Copy the Webhook URL from step 2 into this field
3. User Label: The name users will see when selecting the action
4. Supported Objects: The type of object you’d like this to show up on. I.e if you have an “Enrich Company” option, you should select “Accounts” so this only shows up at the account level
    

1. In SFDC, select the App Launcher and search “Enrichment Menus”
2. Create a new Enrichment Menu record:
    
   
    
3. Fill out the form with the following information
   1. Enrichment Menu Name: The record name for SFDC (Think of this as the name of the action)
   2. The Clay table URL: Copy the Webhook URL from step 2 into this field
   3. User Label: The name users will see when selecting the action
   4. Supported Objects: The type of object you’d like this to show up on. I.e if you have an “Enrich Company” option, you should select “Accounts” so this only shows up at the account level
       
   
    

Step 4: Add the Enrichment Menu Launcher Button

Click the gear button in the top right corner. Select Set up for current app.

Select Object Manager then click on the label for each object where you’d like this button to show up (Accounts, contacts, leads, etc) and complete the following.

Select the layout where you’d like this button to show up

Select the Mobile and Lightning Actions section at the top, click and drag Launch Enrichment to the Salesforce Mobile and Lightning Actions section.

1. Click the gear button in the top right corner. Select Set up for current app.
 
 
 
2. Select Object Manager then click on the label for each object where you’d like this button to show up (Accounts, contacts, leads, etc) and complete the following.
 
 
 
3. Select Page Layouts
 
 
 
4. Select the layout where you’d like this button to show up
 
 
 
5. Select the Mobile and Lightning Actions section at the top, click and drag Launch Enrichment to the Salesforce Mobile and Lightning Actions section.

You’re done! Head to any object where you’ve enabled the menu and you’ll now see the button which will automatically push that record to your Clay table:)

Step 1: Download the Package

Step 2: Create your Clay Table

Step 3: Create your Menu Object(s)

Step 4: Add the Enrichment Menu Launcher Button