Salesforce
Automatically sync verified contacts and leads into Salesforce CRM
The Salesforce CRM integration with Clearout's email verifier allows you to verify and maintain clean contact and lead email lists. Clearout natively integrates with Salesforce, allowing you to import and export Salesforce Campaign lists directly from your Clearout account, and automatically unsubscribe bad contacts during the export process.
This integration helps identify invalid, non-deliverable, and risky email addresses, guaranteeing better email deliverability and protecting your sender reputation across your CRM
Before You Begin - What You Need
To use the Clearout–Salesforce integration, your Salesforce Org must meet a few requirements:
Salesforce Edition with API access - Enterprise, Unlimited, Performance, Developer Edition, or Professional Edition with the API Access add-on.
Admin permissions in Salesforce - required for the initial one-time setup (installing the Clearout managed package and assigning the permission set). Standard users can run validations after setup is complete.
A Clearout account - sign up at clearout.io if you don't have one.
How to Set Up the Clearout–Salesforce Integration
The Clearout integration with Salesforce involves a one-time admin setup, followed by daily use that any team member can perform.
One-Time Admin Setup - An one-time setup has be done by the admin of your organization
How the Salesforce integration works - How a user can perform bulk email validation once the permission set is assigned to the user account in the organization
One-Time Admin Setup
This setup must be performed by a Salesforce administrator in your org.
Install the Clearout Managed Package in Your Salesforce Org
Click here to install the Clearout managed package.
Log into your Salesforce Org.
On the installation screen, select the installation option based on your requirements.
Click Install. Salesforce will process the installation, which takes a few minutes.
Once complete, you'll receive a confirmation. The package adds the following to your org:
Clearout External Client App (Handles OAuth)
Clearout Permission Set (The Clearout Permission Set gives users access to the Clearout-specific fields on your Contact and Lead records)
Clearout Custom fields on Contact and Lead objects (These are Clearout's standard fields, that will be used for storing the validated results)
Assign the Clearout Permission Set to the Desired Users
In the Home page, click on the Gear icon and select the option Setup.
Search for Permission Sets in Quick Find and select it.
After entering the Permission Sets page, search for the "Clearout" permission set in the list.
Drill down on the Clearout permission set, and click on Manage Assignments.
After entering Manage Assignments, click on Add Assignment and select the users you want to assign the permission set to.
Once the desired users have been selected, click on the Next button and click Assign.
To make sure the permission set is assigned, you can check the Manage Assignments page to see the permission set is assigned to the intended users.
How the Salesforce Integration Works
Export the Clean List
After the validation is complete, the user can download the results in CSV format or export them directly to their Salesforce Org.
The user can export the results by selecting unsubscribe, append, or both.
Unsubscribe: Select this option to remove all the non-deliverable (invalid) email addresses on the Salesforce Org automatically.
Append: Select this option to append the Clearout standard columns to Salesforce Org.
This ensures your email list remains accurate, your reputation intact, and your Salesforce Org is clean.
Verify the exported validated results
After the exporting is complete, the contact and lead records will be updated with the validated results in the custom fields from Clearout.
How to add clearout custom fields to the contacts list view table:
In the App Launcher, search for "Contacts" and click it for entering into the contacts object.
Open the List view controls (Gear Icon) in the Contacts tab and click on the "Select fields to display" option.
Select and move the fields to the "Visible Fields" column that are required to be displayed on the list view for verification and click on save.
Last updated
Was this helpful?