docs(audiences): document Salesforce custom object export limitation and workaround#1528
Open
george-dilthey wants to merge 1 commit into
Open
docs(audiences): document Salesforce custom object export limitation and workaround#1528george-dilthey wants to merge 1 commit into
george-dilthey wants to merge 1 commit into
Conversation
…rkaround for signal export
Contributor
george-dilthey
marked this pull request as ready for review
July 13, 2026 18:29
This was referenced Jul 14, 2026
Merged
Open
Merged
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment
Add this suggestion to a batch that can be applied as a single commit.This suggestion is invalid because no changes were made to the code.Suggestions cannot be applied while the pull request is closed.Suggestions cannot be applied while viewing a subset of changes.Only one suggestion per line can be applied in a batch.Add this suggestion to a batch that can be applied as a single commit.Applying suggestions on deleted lines is not supported.You must change the existing code in this line in order to create a valid suggestion.Outdated suggestions cannot be applied.This suggestion has been applied or marked resolved.Suggestions cannot be applied from pending reviews.Suggestions cannot be applied on multi-line comments.Suggestions cannot be applied while the pull request is queued to merge.Suggestion cannot be applied right now. Please check back later.
What changed
Added a new FAQ "Can I export signal data from Audiences to a Salesforce custom object?" to
docs/audiences.md. The FAQ documents that Audiences' Salesforce export sync supports only standard Salesforce objects (People/Contacts/Leads and Companies/Accounts) — Salesforce custom objects are not currently supported as export targets — and provides a workaround using a standard Clay signals table with Salesforce enrichment actions.Why
An Enterprise customer (Taboola) asked how to export signal data (specifically job postings associated with an audience segment) to Salesforce as records in a custom object. The Clay support team had to manually answer that this isn't supported from Audiences, providing the workaround of using standard signals tables with Salesforce enrichments. The docs had no FAQ or note covering this limitation — meaning Fin could not answer this question from the help content. The customer asked: "Not seeing a good way to export the job postings being associated here and providing to the sales team to see if they are valuable."
Source link(s)
Verifier verdicts
All four product-behavior claims verified PASS by Docsbot Verifier sub-agent:
Audiences export supports only standard Salesforce objects (Contacts/Leads and Accounts) — confirmed at:
clay-base/libs/shared/src/audiences/salesforce-object-types.ts:115-126:isExportSupportedForObjectTypereturnstrueonly forAccountandContactclay-base/services/audiences/src/materialization/services/export-handler.ts:3133-3134:case AudienceEntityType.Custom: throw new UnrecoverableError('Custom object export not yet implemented')Lookup in Audiences and Update Audiences Record actions exist — confirmed at:
public-actions/apps/clay-labs/actions/lookup-in-audiences/action-definition.ts:19public-actions/apps/clay-labs/actions/update-audiences-record/action-definition.ts:17Workaround via standard Clay table + Salesforce enrichments — confirmed by both code (Salesforce enrichment actions accept custom object API names) and Ariana Mesa's explicit guidance to the Taboola customer.
Uncertainties
None. The limitation is confirmed in code (an unrecoverable error is thrown for custom object exports), and the workaround matches Clay's current official guidance.
Related observations
docs/audiences.md(adds Snowflake/BigQuery field mapping guidance) — no content conflict with this change.docs/audiences.md(adds Databricks import documentation) — no content conflict with this change.Closes DOC-1109