https://www.loom.com/share/565412b86fdd4806912935b833dc802c

To send records back to Salesforce, use the “Create Record” or “Update Record” object depending on your workflow.

To trigger notifications, you’ll need to complete the following:

  1. Create a timestamp field in Clay.

    1. Use a formula column to generate this when you consider your workflow complete. Example Below:

    CleanShot 2024-10-25 at 17.29.30@2x.png

  2. Map that to the “Last Enrichment By Clay” when setting up your Create or Update Record Action. 1.

    CleanShot 2024-10-25 at 17.29.44@2x.png