> For the complete documentation index, see [llms.txt](https://docs.clearout.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.clearout.io/integrations/crm/salesforce.md).

# Salesforce

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](https://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](#one-time-admin-setup) - An one-time setup has be done by the admin of your organization
* [How the Salesforce integration works](#daily-use-any-user-with-the-permission-set) - 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

{% hint style="warning" %}
This setup must be performed by a **Salesforce administrator** in your org.
{% endhint %}

{% stepper %}
{% step %}

### Install the Clearout Managed Package in Your Salesforce Org

* Click here to install the [**Clearout managed package**](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tg50000009ippAAA).
* Log into your Salesforce Org.
* On the installation screen, select the installation option based on your requirements.

<div data-with-frame="true"><figure><img src="/files/KSMh37vExEX8zuk3Y2ua" alt=""><figcaption></figcaption></figure></div>

* 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](https://docs.clearout.io/~/changes/797/email-verifier/overview#result_file_header), that will be used for storing the validated results)
    {% endstep %}

{% step %}

### Assign the Clearout Permission Set to the Desired Users

* In the Home page, click on the **Gear** icon and select the option **Setup**.

<div data-with-frame="true"><figure><img src="/files/e0LViebcIsMeI8HjO4mx" alt=""><figcaption></figcaption></figure></div>

* 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.

<div data-with-frame="true"><figure><img src="/files/cCzkBF3tiZ4yWGQqYoS4" alt=""><figcaption></figcaption></figure></div>

* 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.
  {% endstep %}
  {% endstepper %}

## How the Salesforce Integration Works

{% stepper %}
{% step %}

### Connect Your Salesforce Account to Clearout

* **Log in** to your Clearout account.
* Go to the **Integrations** section.
* Select **Salesforce**.
* Click **Add Account**.
* Log in to your Salesforce Org.
* Once authorized, your Salesforce Campaign lists (Contacts/Leads) will be available to verify.

<div data-with-frame="true"><figure><img src="/files/RbkOhx8IWJJid4v7sWqO" alt=""><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

### Import Your Campaign (Contact/Lead) Lists

* Once connected, you can choose from your Salesforce Campaign Lists.
* **Select the list(s)** you wish to clean and click **Add to My List**.

<div data-with-frame="true"><figure><img src="/files/exz9ZraEUdqf6z0VBdHi" alt=""><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

### Start the Verification

* After importing, hit **Start verification**.
* Clearout performs **20+ advanced checks**, ensuring 99% accuracy.
* Disposable, spam trap, catch-all, syntax errors, and inactive emails are all flagged.

<div data-with-frame="true"><figure><img src="/files/TQqBcwbfoW3FGaz6hd9v" alt=""><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

### 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.

<div data-with-frame="true"><figure><img src="/files/RJTGKoVHJPBA0CtwMgIh" alt=""><figcaption></figcaption></figure></div>
{% endstep %}

{% step %}

### 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.

<div data-with-frame="true"><figure><img src="/files/GNsUE50wH9FG8KJ1Xnwu" alt=""><figcaption></figcaption></figure></div>

#### 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.

<div data-with-frame="true"><figure><img src="/files/uyLplt9I91lXxlubq1cN" alt=""><figcaption></figcaption></figure></div>

* Open the **List view controls** (Gear Icon) in the Contacts tab and click on the "Select fields to display" option.

<div data-with-frame="true"><figure><img src="/files/PuiReyeDNQKaZlfUAQTc" alt=""><figcaption></figcaption></figure></div>

* 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.

<div data-with-frame="true"><figure><img src="/files/8X3rlf7AZeXYkOmmJku3" alt=""><figcaption></figcaption></figure></div>
{% endstep %}
{% endstepper %}


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