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docs(audiences): add archive cross-reference for Salesforce-deleted records #2348

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docs(audiences): add archive cross-reference for Salesforce-deleted records #2348

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2 changes: 1 addition & 1 deletion docs/audiences.md
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Expand Up @@ -122,7 +122,7 @@ Clay pulls data from Salesforce on two schedules:
- **Soft-deleted records** (records moved to the Salesforce Recycle Bin, still queryable with IsDeleted=true): Picked up by the **15-minute incremental sync** and marked **Deleted in source** in your audience within that cycle.
- **Hard-deleted records** (records permanently purged from Salesforce, no longer queryable): Not visible to the incremental sync. Clay marks these **Deleted in source** during the next **weekly full sync**.

In both cases, the record is not removed from Audiences — it persists with **Deleted in source** status, which you can filter on in any segment to exclude it from your active audiences. If a Salesforce record is deleted and recreated (assigning it a new Salesforce ID), it will temporarily appear as a duplicate entry until the next weekly full sync resolves it. There is no self-serve option to trigger an early full sync — contact Clay support if you need an expedited cleanup.
In both cases, the record is not removed from Audiences — it persists with **Deleted in source** status, which you can filter on in any segment to exclude it from your active audiences. If a Salesforce record is deleted and recreated (assigning it a new Salesforce ID), it will temporarily appear as a duplicate entry until the next weekly full sync resolves it. There is no self-serve option to trigger an early full sync — contact Clay support if you need an expedited cleanup. To reduce your audience count once records are tagged **Deleted in source**, archive them — filter on **Sync status → Deleted in source**, create a segment, then select **Archive records**. See [How do I remove records from an audience?](#how-do-i-remove-records-from-an-audience) for steps.

**Salesforce activities:** To import Salesforce Tasks and Events associated with your Accounts, go to your Salesforce source settings, select `Accounts`, and enable the **Also import activities (tasks and events) associated with these accounts** toggle. Accounts are associated automatically in the background. The Activity tab on each record's detail view then shows Salesforce Tasks and Events alongside other connected activity sources (for example, Gong calls or email sequence activity). Each entry displays the activity type (Task or Event), title, and timestamp. This toggle is only available for Accounts — there is no equivalent option for Contacts, Leads, or the People object. Even if your Salesforce CRM has Tasks or Events associated with contacts or leads, those activities will not appear in the People Activity tab in Audiences.

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