For more pre-built Klips and dashboards, see the Klipfolio Integrations Page.
Add pre-built Salesforce Klips to your dashboard and start tracking data on sales, customers, events and leads!
To connect our Salesforce pre-built Klips to your own data, you'll need:
- To make sure your Salesforce account has the necessary permissions and features.
- Your Salesforce login credentials
To add a Salesforce pre-built Klip to your dashboard:
|In an open dashboard, click + Add a Klip. In the Klip Gallery, select Zendesk.
Beside the Klip you want to add, click + Add to Dashboard. Click Done.
In the new Klip on your dashboard, click the Sample Data banner.
|Use the drop-down menu to Select an existing token or create a new OAuth token.
|To create a new OAuth token, log into your Salesforce account in the pop-up window.
|Click Update Klip. Click Finished.
Managing your Salesforce connection
By default, your connection name looks like this: yourname@Salesforce <date and time created>. You can modify the default connection name when you create a new connection or from your list of connections, accessed by clicking your Account Name (located at the bottom of the left navigation sidebar) and selecting Account > Connected Accounts or by clicking the button in the left navigation sidebar and selecting Connections.
You can use the same account connection every time you connect to Salesforce. If you have trouble accessing an existing connection, your OAuth token may have expired. If that happens to you, check out these troubleshooting tips.
Troubleshooting tip: Why is my map Klip blank?
Because there is no default format of country codes and state codes in Salesforce, Klipfolio uses the state postal code format. If there is a mismatch between the state postal code format that Klipfolio uses and the country code format you use in your Salesforce account, your map Klip may be blank.