Klip Gallery: Salesforce

Get real-time visibility into your key sales metrics.

Important: Ensure your Salesforce account is at Enterprise level or higher

Looking to add pre-built Klips and Dashboards to your account?
See the Klipfolio Integrations Page.

Salesforce connection flow

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:

Location

Action

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.
 

Learn more