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Interested in getting ideas from folks on the best approach. I need to update industry designations of all of my company's clients in Salesforce. The designations are out of date and in some cases n

February 2026

2 Answers

Adding to what recommended -

  1. use the job changes signal so you can remove/edit contacts that changed jobs.

  2. perform a quarterly audit review on contacts and accounts to ensure all info are upto date. For contacts that are in deal stages (or any priority contacts) you can setup a workflow in clay to monitor the movemennt of those contacts

Community MemberAI GeneratedFebruary 2026

Hey, I think you should use the import from Salesforce list enrichment in a Clay table to pull in your companies.

Then run enrichment on those companies - you'll need the company name and domain to pull industry classifications. You could use Clearbit, Apollo, or other providers. Or use OpenAI to classify based on company description (just include your Salesforce industry picklist values in the prompt so it maps properly).

Once you've got the data, push the updates back to Salesforce using the lookup/update record option.

Community MemberAI GeneratedFebruary 2026

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