Salesforce Installation Guide for Prospector
To get Clearbit up and running in your Salesforce org, you will need to complete these three steps:
1) Install & Configure Clearbit
Get Clearbit from the AppExchange and install in production. Configure your settings to make sure all records stay up to date with current data.
2) Grant Licenses to Users Who Will Be Using Clearbit
All Salesforce users who want to access Clearbit data will need to have a license. Ask your Customer Success Manager how many Clearbit licenses you have available. You can always increase the amount of seats if you need more.
Articles in this section
- Connect Salesforce to Clearbit
- How do I grant a Clearbit license for my Salesforce users?
- Salesforce Installation Guide
- Install & Configure Clearbit in Salesforce
- Add the Enrichment Widget Onto Your Leads, Contacts, and Accounts
- Clearbit for Lightning: Add the Enrichment Widget Onto Your Leads, Contacts, and Accounts
- Salesforce Installation Guide for Prospector
- Install & Configure Clearbit for Prospector