How it works
Connect Salesforce so your agents can access accounts, contacts, and opportunities alongside the rest of your customer data.What you’ll need
- Salesforce admin access
Setup steps (~5 minutes)
1. Sign in to Salesforce
Go to your Salesforce instance and sign in with your admin account.2. Navigate to App Manager
Go to: Setup → Apps → App Manager3. Connect Clearskies
Click Connect in the Clearskies app to begin the OAuth flow.4. Authorize access
Review the permissions and click Allow to grant Clearskies access to your Salesforce data.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.Writing back to Salesforce from workflows
Workflows can also write to Salesforce. A Create Salesforce record step creates one record per run. An Update Salesforce record step sets one field on one existing record per run, and the record it acts on comes from an earlier step. To create or update many records, place either step inside a loop. See Write to Salesforce from a workflow. A test run never writes to Salesforce. A create step returns a placeholder id, and an update step reports the value it would have written, so you can check a workflow before publishing it.Starting a workflow from Salesforce
Salesforce is the only CRM that can start a workflow. Two triggers are available:- Salesforce record created, fires when a new record of an object you choose is created.
- Salesforce field changed, fires when a field you’re watching changes value. Pick a field Clearskies is actively syncing.