Legacy Managed Package: Set Up Enrichment Widget and Social Bar for Attributes in Clearbit's Legacy Salesforce Integration

Last Updated: January 12, 2024

🔍 Please note: this article is for customers on Standard Bundle, Enrichment, or Clearbit Platform plans.

The Enrichment Widget is a great way to see actionable data points, with person attributes displayed on the left and company attributes on the right. We recommend for the widget to be set up on all three object types. The good news is that once you (the team's System Admin) have done so, the widget will become accessible to all users with Clearbit licenses.

📝 Please note: Widgets are not required for Clearbit to auto-write into blank standard fields, enrich custom Clearbit objects in the background, or map Clearbit data to your Leads, Contacts, or Accounts. Moreover, this feature is only available for Salesforce Lightning; it is not available for Salesforce Classic. 

Skip Ahead to:

• Activate the New Trusted Site for the Lightning Components
• Set Up the Enrichment Widget
• Set Up the Social Bar

Activate the New Trusted Site for the Lightning Components

An administrator must activate the new Trusted Site for the Lightning components to function. New installs of v12.0 will automatically include these trusted sites. Trusted Sites are required for Lightning components to access internet services. To adhere to secure by design principles a trusted site has to be activated so that Lightning Components can speak to the Clearbit API. It’s the same thing as a remote site but we have to do the same thing for Lightning Locker Service and connect to Lightning Labels

1. Go to Setup.
2. In the quick find box,  search for CSP.
3. Click Edit next to the Clearbit Trusted Site.
4. Check the Active box so that Clearbit is active as a trusted site.
5. Check all the boxes under CSP Directives.
6. Click Save.
7. Repeat for ClearbitSubdomain
   

Set Up the Enrichment Widget

1. Click Setup Home it's the grey gear icon with a lightning icon in the middle, located at the top, right corner.
2. Click on either of the Object Manager links and select the Object name you'd like to add the Enrichment to (Either a Lead, Contact, or Account).
   
3. Select Page Layouts, then click on the Lead / Contact / Account Layout (shown as a link under Page Layout Name).
   
4. In the box located at the top of the page layout editor, select Fields. This section also houses other Clearbit data points that you can add to customize your records if you'd like.
5. Click and hold onto Section, then drag it into the page layout where you'd like the Enrichment widget to sit. 
   
6. For Section Name, let's name it Clearbit.
7. Check the 1-Column radio button and press OK.
   
8. Go back to the page layout editor and find Visualforce Pages.
9. Find the Clearbit Widget then click and drag it into the section you'd just created.
10. Double click on the widget to adjust its properties to Height (in pixels): 400 and [x] Show scrollbars.
    
11. Click OK.
    

Set Up the Social Bar

The social bar fits perfectly at the top of a record and provides quick links to a prospect and their company's social media profiles. 

📝 Please note: The Social Bar requires the presence of the Enrichment Widget for a live refresh.

1. Click Setup Home it's the grey gear icon with a lightning icon in the middle, located at the top, right corner.
2. Click on either of the Object Manager links and select the Object name you'd like to add the Enrichment to (Either a Lead, Contact, or Account).
3. Find Visualforce Pages and drag the Clearbit Social Bar into the Lead Information section.
4. Double click the Clearbit Social Bar widget to adjust its properties. Change Height (in pixels): 35.
   
   
5. Click Save.