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docs(salesforce): add INVALID_CROSS_REFERENCE_KEY FAQ for Update Record errors - #2306

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Aug 26, 2026
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docs(salesforce): add INVALID_CROSS_REFERENCE_KEY FAQ for Update Record errors#2306
george-dilthey merged 1 commit into
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docsbot/doc-2054-intercom-tag-0824-78dbbd57

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What changed

Added a new FAQ section "Why am I seeing an INVALID_CROSS_REFERENCE_KEY error when updating a Salesforce record?" to docs/salesforce-integration-faqs.md. The section explains that this error comes from Salesforce (not Clay), passes through to the cell unmodified, and is caused by one of three conditions: wrong object type ID prefix, deleted/merged record, or integration user lacking record-level write access. Each cause includes a targeted fix.

Why

An Intercom ticket from Miles Ross at Pacvue (Enterprise) asked why they were getting "invalid cross reference ID" errors in their Salesforce Update Record action. Fin didn't handle the conversation — it was escalated directly to a human (Bo Morin) who gave a detailed explanation. The existing docs/salesforce-integration-faqs.md had no entry for this error. Adding it so Fin can answer next time without escalation.

The support agent's explanation explicitly covered all three causes, and the customer said "Thanks!" then immediately asked to close the ticket — strong signal the answer fully addressed the question. Multiple other enterprise customers have hit the same error (corroborating Slack threads below).

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Uncertainties

None. Cause 3 (sharing rules/ownership) is technically a slight simplification — Salesforce sometimes returns INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY for pure permission denials, but returns INVALID_CROSS_REFERENCE_KEY when the record is invisible to the integration user (indistinguishable from non-existence from the user's perspective). The description is functionally accurate for customer self-service troubleshooting, and matches how Clay's own support agents explain it to customers.

Related observations

None.

Closes DOC-2054

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linear-code Bot commented Aug 24, 2026

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DOC-2054

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george-dilthey marked this pull request as ready for review August 26, 2026 14:51
@george-dilthey
george-dilthey merged commit 9cf443f into main Aug 26, 2026
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