Clearbit for Salesforce: How Do I Grant Support Access?
When Clearbit isn’t working in your Salesforce, giving our team access allows a specialist to take a closer look. It’s important for us to have System Admin access, so if this isn’t your Profile, ping your team’s SFDC Admin for help!
To grant support access, follow these steps:
1. From your name, click on My Settings (Settings in Lightning)
2. On the left-hand side, click into Personal then Grant Account Login Access
3. Find Clearbit Support and select 1 Week and press Save
And that’s it! Shoot us a note at support@clearbit.com and we’ll get Clearbit working for you.
Please keep in mind, when we are granted support access, some troubleshooting may be conducted, which could include:
• Creation of reports
• Creation of standard (accounts, leads, contacts) and non-standard objects
• Editing of the layout
• Editing of field mappings
• Run SOQL queries
• Etc
If you would like our team to not adjust your org in any of the ways listed above, please let us know explicitly via email which actions we can and cannot test with at the time your team grants support access. We will do our best to accommodate, however please note that this could affect our ability to support/provide resolution.
Articles in this section
- Clearbit for Salesforce: FAQ
- Clearbit for Salesforce: How Do I Grant Support Access?
- Clearbit for Salesforce: Troubleshooting Enrichment
- Clearbit for Salesforce: Prospector Troubleshooting Guide
- Clearbit for Salesforce: Troubleshooting Salesforce Exceptions
- What data attributes and company tags does Clearbit return in Salesforce?
- How do I hide a Clearbit tab in Salesforce?
- Does Enrichment return personal phone numbers?
- Clearbit for Salesforce: Troubleshooting Uninstall Errors