Capture new Salesforce records, filter relevant entries, and create records in Clay table

Capture new Salesforce records and filter for relevance to create organized entries in Clay. This process ensures only pertinent data is stored, enhancing data management and improving reporting accuracy.

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Overview

Capture new Salesforce records and filter for relevance to create organized entries in Clay. This process ensures only pertinent data is stored, enhancing data management and improving reporting accuracy.

Capture new Salesforce records, filter relevant entries, and create records in Clay table