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Getting Started

How to install and configure the Clearbit for Salesforce package.

  • Getting Started with Clearbit for Salesforce
  • Install Clearbit for Salesforce
  • Connect Salesforce to Clearbit
  • Managing Clearbit for Salesforce User Permissions
  • Clearbit Lightning Components Setup
  • Install and Test Clearbit in a Salesforce Sandbox
  • Configure Enrichment Field Mappings
  • Add the Enrichment Widget Onto Your Leads, Contacts, and Accounts
  • Clearbit for Lightning: Add the Enrichment Widget Onto Your Leads, Contacts, and Accounts
  • Manage Your Team's Prospector Usage
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