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How it works

Connect Salesforce so your agents can access accounts, contacts, and opportunities alongside the rest of your customer data.

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What you’ll need

  • Salesforce admin access

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Setup steps (~5 minutes)

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1. Sign in to Salesforce

Go to your Salesforce instance and sign in with your admin account.

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2. Navigate to App Manager

Go to: Setup → Apps → App Manager

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3. Connect Clearskies

Click Connect in the Clearskies app to begin the OAuth flow.

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4. Authorize access

Review the permissions and click Allow to grant Clearskies access to your Salesforce data.

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5. Verify connection

Back in Clearskies, go to Context Graph and select Salesforce. A Disconnect button in the upper right confirms the connection is active.

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You’re all set

Your Salesforce data is now part of your Context Graph. Agents you build will have access to it automatically. Questions? Reach out at support@clearskies.cc