Why Klearly needs access, what kind of access is needed, and how to set up access
Table of contents
- What is Klearly?
- Video tutorial
What is Klearly?
Klearly is a SaaS product that reads sales, marketing, and customer success data from Salesforce. Klearly uses machine learning to understand how teams' activities quantifiably contribute to revenue, and which activities sales, marketing, and customer success teams should prioritize next.
To set up Salesforce with Klearly, you need:
- To verify your object access. Klearly will only be able to access and replicate the objects that the user setting up the integration has access to. Before beginning, we recommend verifying that you have access to everything you want to replicate.
- To verify your API access. To use our Salesforce integration, your Salesforce account must have Web Service API access enabled.
- Some editions of Salesforce include Web Service API access while others don’t. Info about this feature can be found on Salesforce’s plan details page in the Connect sales info to any app section, located near the bottom of the page. Contact Salesforce support if you’re unsure about your Salesforce plan’s API access.
Klearly requires read-only API user access to at least the following SFDC data tables:
- Campaign Members
These are the minimum data table requirements. If there are other data tables that would provide value, please include them in the read-only access.
Typically (but not always), the more sales and marketing data Klearly can consume, the better the insights and recommendations that can be provided to the business.
If you have any questions, reach out to firstname.lastname@example.org.
To grant Klearly permission to access data from your SFDC instance, a SFDC user with Admin permissions should follow these steps.
Step 1: Verify requirements
Verify your SFDC account has Web Service API access enabled and object access for replication.
Step 2: Set up trusted IPs, as needed
Depending on how your Salesforce instance is set up, you may need to update your allowlist to include our IP addresses. In Salesforce, this is referred to as “setting trusted IPs”.
You'll need to add all of these IP addresses to your Salesforce instance's trusted IP list. The instructions in this Salesforce article will walk you through how to do this.
|Start IP Address||End IP Address||Description||CIDR Notation|
|126.96.36.199||188.8.131.52||Klearly IP 1||184.108.40.206/32|
|220.127.116.11||18.104.22.168||Klearly IP 2||22.214.171.124/32|
|126.96.36.199||188.8.131.52||Klearly IP 3||184.108.40.206/32|
|220.127.116.11||18.104.22.168||Klearly IP 4||22.214.171.124/32|
Because our IPs are exact IP addresses and not ranges, the same IP address must be entered in the Start IP Address and End IP Address fields in Salesforce.
Step 3: Complete the data integration following your custom integration link
Choose to connect Salesforce via the Klearly Portal. You can expect to get this link from a Klearly team member.
Video Tutorial (1 minute)
Here's a short video demonstrating how to establish the connection.
If you need any assistance, reach out to us at email@example.com.