APPENDIX - iCare — Salesforce configuration changes

 When set to TRUE, indicates that this Campaign is being executed via the Clay / Smartlead capability. Used by MARCOM Ops to scope reporting and filter campaigns eligible for the Clay workflow. No automated logic — user-managed only.

 Identifies Leads eligible for inclusion in Clay-driven AI outreach campaigns. A Lead is considered cold when it has not engaged recently and passes all exclusion checks. Used to filter the Cold Lead Report and as a prerequisite for Campaign Member inclusion.

Logic 

Exclusion rules — any one of these disqualifies the lead

• HasOptedOutOfEmail = TRUE → exclude
• clay_overall_hard_bounce__c = TRUE → exclude
• Lead has one or more related Contact records → exclude

Positive rules — lead must meet at least one

• Status = 'Unqualified' → always cold
• Any other status + Last_Interaction_Date__c is NULL or older than 365 days → cold

Field 1 — Clay External Hard Bounce

Field 2 — Overall Hard Bounce

Consolidates hard bounce signals from Pardot and Clay/Smartlead into a single unified flag. All downstream exclusion logic references clay_overall_hard_bounce__c only — never the individual source fields.

Logic 

Formula — clay_overall_hard_bounce__c resolves to TRUE if either source is TRUE

• pi__pardot_hard_bounced__c = TRUE → overall bounce = TRUE
• clay_external_hard_bounce__c = TRUE → overall bounce = TRUE

Positive rules — lead must meet at least one

• Status = 'Unqualified' → always cold
• Any other status + Last_Interaction_Date__c is NULL or older than 365 days → cold

Report specs · Governance

Report 1 — Cold Lead — Eligible for AI Outreach

Report 2 — SFDC Campaign Member Export for Clay Import

Included Fields