Get real-time visibility into your key sales metrics.
Important: Ensure your Salesforce account is at Enterprise level or higher
In order to associate your Salesforce data with the Klip you add to your dashboard from the Gallery, you will need:
- Salesforce username and password
To add a Salesforce Klip to your dashboard:
|Select a Salesforce Klip from the Gallery.
Select Add to Dashboard.
|Use the drop-down menu to Select a Token or Create a new OAuth token.|
|To create a new OAuth token, log into your Salesforce account in the pop-up window.|
|You now have an OAuth token. For example, George @ Salesforce.
Tip: Your Salesforce OAuth token will expire after 60 days. To learn more, see Managing OAuth Tokens.
|Click Add Klip.|
|Voila! Enjoy your Klip.|
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.