https://www.loom.com/share/923cfb3bd8564f08ab8f7cfc40da0241

Follow the steps below to add your first workflow in Salesforce


1. Click on App Launcher

https://images.tango.us/workflows/35f19ded-4b9d-4348-bdcd-d3ea3561a48b/steps/b6a10622-e947-4ee5-9b0f-7ea3b50bda31/b4cf7c6e-0b71-4c04-9380-29f5725ce5a1.png?mark-x=40&mark-y=98&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz04MCZoPTgwJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D

2. Type "clay"

https://images.tango.us/workflows/35f19ded-4b9d-4348-bdcd-d3ea3561a48b/steps/75cfe51a-495b-42a1-88ec-5c0dcaa392a4/c2388a43-e393-4c1d-92ed-42c987d9377b.png?mark-x=58&mark-y=272&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz02MDgmaD04MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw

3. Click on Clay

https://images.tango.us/workflows/35f19ded-4b9d-4348-bdcd-d3ea3561a48b/steps/34d6822d-96ee-403c-97e9-8bddee45d41a/0507b773-8bb3-4a32-a9db-06c00b829572.png?mark-x=34&mark-y=414&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz02NTYmaD04MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw

4. Click on Select Object

https://images.tango.us/workflows/35f19ded-4b9d-4348-bdcd-d3ea3561a48b/steps/0a61b6c9-73ff-415f-99c2-530fa7f56781/6e7670b3-7d4c-445d-9810-8e27facb3d28.png?mark-x=50&mark-y=342&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMzk2Jmg9ODAmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D

5. Select the object that you want to create a new workflow for e.g Contact

https://images.tango.us/workflows/35f19ded-4b9d-4348-bdcd-d3ea3561a48b/steps/b025051f-e8b9-4df4-9340-7f6efa6ab345/7de889a7-f9a2-4b97-8113-e35132907566.png?mark-x=52&mark-y=928&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0xMzYyJmg9ODYmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D

6. Click on New Workflow

https://images.tango.us/workflows/35f19ded-4b9d-4348-bdcd-d3ea3561a48b/steps/71f2609f-31a0-4952-a52d-5beb620d261f/0027cd91-b625-4a68-8158-fb95bed8ed64.png?mark-x=50&mark-y=506&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0zMDImaD04MCZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw

7. Type your workflow display name ( we recommend to match your Clay Table Name) e.g "My Clay Contact Workflow"

https://images.tango.us/workflows/35f19ded-4b9d-4348-bdcd-d3ea3561a48b/steps/7fadac6d-6a58-4441-8b1a-e8efc0dd0573/91458939-f25d-47bf-b8da-e86946692baa.png?mark-x=1478&mark-y=342&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkNGRjc0NDImdz0yNzI4Jmg9ODAmZml0PWNyb3AmY29ybmVyLXJhZGl1cz0xMA%3D%3D

8. From Clay copy and paste your webhook table url e.g "https://app.clay.com/workspaces/324777/tables/t_xBJnMFjaMK78/views/myexample"