Salesforce
Automatically sync verified contacts and leads into Salesforce CRM
Clearout natively integrates with Salesforce CRM to maintain high deliverability and improve overall contact data quality across your account. Clearout supports two contact verification solutions for Salesforce:
Data Pulse: Continuous, real-time contact monitoring and multi-field enrichment automatically validating Name, Email, and Phone data as contacts enter Salesforce.
Email Verifier: On-demand bulk verification and cleaning for existing Salesforce email lists.
Integration Architecture
The Clearout Salesforce integration uses the standard OAuth 2.0 authorization flow. When you authorize the connection, Salesforce issues an access token and a refresh token, which Clearout uses to make API calls on your behalf. Clearout never stores your Salesforce credentials. All communication with the Salesforce platform happens over HTTPS.
Before You Begin - What You Need
To use the Clearout–Salesforce integration, your Salesforce Org must meet a few requirements:
Supported Salesforce Edition - requirements differ by product, see the table below.
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.
Supported Salesforce Editions
Enterprise
Supported
Supported
Unlimited
Supported
Supported
Developer Edition
Supported
Supported
Professional Edition with the API Access add-on
Supported
Not supported
Data Pulse requires outbound message support
Data Pulse depends on Salesforce outbound messages to detect and sync records in real time. Professional Edition does not support outbound messages, so Data Pulse cannot run on it even with the API Access add-on.
If your org is on Professional Edition, use Email Verifier for on-demand bulk cleaning of your existing lists.
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.
Connect Your Salesforce Account with 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.
How Data Pulse Salesforce Two-Way-Sync Works
Data Pulse is the real-time CRM contact verification tool that validates every email, phone, and name the moment a contact is created - and writes the clean record back automatically. Know more.
Enable Account
Go to the Data Pulse dashboard, find your linked Salesforce account, and click Enable.
At any given point realtime pulsing can only be enabled on one clearout account for a given salesforce account.
Configuring Data Field Mapping
Decide which fields require validation and define output metadata fields for appending.
Input Field Mappings
Map incoming fields from your data source to Data Pulse input fields to ensure accurate validation and enrichment. You can configure mappings using either a preset or by selecting custom fields.
Available presets:
Auto Map - Automatically detects and maps fields based on the source structure.
Data Pulse Input Fields Reference
First Name
Given name associated with the contact
Last Name
Surname associated with the contact
Full Name
Combined name field (if available in source)
Primary email address for validation and enrichment
Phone
Contact number for validation and formatting
Country
Geographic identifier used to determine the country dialling code during phone validation if the dialling code is not present in the number
Output Field Mappings
Choose which fields should be returned and synced back after enrichment. You can configure mappings using either a preset or by selecting custom fields.
Available presets:
All - Selects every available output field.
Mandatory Fields - Selects only the required fields.
Output Fields Reference
Status (Mandatory)
Validation status of the email
Safe to Send (Mandatory)
Indicates if the email is safe for outreach
Reason
Reason associated with the validation result
SMTP Provider
Identified email service provider
Free Domain
Indicates if the email uses a free/public email provider
Role Email
Indicates if the email is a role-based address (e.g., info@, support@, admin@)
Disposable Email
Indicates if the email uses a temporary/disposable domain
Gibberish Email
Indicates if the email's local part appears to be random or meaningless characters
Status (Mandatory)
Validation status of the phone number
Carrier
Telecom carrier information
Country Name
Country associated with the number
Country Timezone
Timezone of the detected country
E164 Format
Standardized international format
Line Type (Mandatory)
Type of phone line (mobile, landline, etc.)
Location
Geographic location metadata
DST Observed Hrs
Hours adjusted for daylight saving time
Normalized Name (Mandatory)
The cleaned/standardized version of the name
Gibberish (Mandatory)
Indicates if the name appears invalid or random
Status
Validation result for the name
Enriched On (Mandatory)
Timestamp when enrichment was performed
You can save custom field mappings as a new preset. Saved presets can be reused for the same data source in future configurations. This applies to both import and output field mappings.
What to expect once it is enabled
Data Pulse monitors leads as they are created after it is enabled. Validates and enriches them in real-time within seconds. Then appends its own set of Clearout result properties to your contact records.
A weekly data quality digest is delivered every Monday.
Bulk Importing Leads with the Data Import Wizard
Data Pulse validates a record when Salesforce sends Clearout an outbound message about it. That message is fired by a record-triggered Flow installed with the managed package.
The Data Import Wizard does not run your org's automation by default. Left at its default setting, a bulk import through the wizard can land thousands of leads in Salesforce without a single one reaching Data Pulse. The import will report success, so the gap is easy to miss.
Tick the automation checkbox before importing
The wizard leaves Trigger workflow rules and processes? unticked by default. Tick it, or none of your imported leads will be sent to Clearout for validation.
Opening the Data Import Wizard
Where you launch the wizard from depends on your Salesforce Edition. Both routes open the same wizard, and every step after this point is identical.
Log in to your Salesforce Org and go to the Leads object.
Scroll down to the Tools section.
Select Import Leads.
From the Home page, click the Gear icon in the top right and select Setup.
Search for Data Import Wizard in Quick Find and select it.
Scroll down and click Launch Wizard.
Log in to your Salesforce Org and go to the Leads object.
Select Import.
Running the Import
Recovering leads imported without the checkbox
Data Pulse validates leads as they are created, so editing or re-saving an existing lead does not send it to Clearout. To validate leads that were imported with the checkbox unticked:
Delete the imported leads and re-import them with the checkbox ticked, or
Run Email Verifier over the affected list. This cleans the email addresses but does not enrich phone or name data.
Retaining Enriched Data When Converting Leads
Data Pulse monitors Leads. When it validates one, it writes the results to the Clearout custom fields installed on the Lead object by the managed package.
Converting a Lead to a Contact does not carry custom field values across unless each field has been explicitly mapped. Because Data Pulse does not monitor Contacts, a converted Contact is never re-enriched, so any unmapped value is lost permanently at the moment of conversion.
Map these fields before you convert any leads
Lead conversion is not reversible and Data Pulse will not re-enrich the resulting Contact. Enrichment that was not mapped at the time of conversion cannot be recovered.
The managed package installs matching Clearout fields on both the Lead and the Contact object, so the destination fields already exist in your org. You only need to connect them.
Opening the Lead Field Mapping Screen
Where you find this screen depends on your Salesforce Edition. The editions group differently here than they do for the Data Import Wizard, so check the tab that matches your org.
From the Home page, click the Gear icon in the top right and select Setup.
Search for Lead in Quick Find and select Fields.
Scroll down to the Lead Custom Fields & Relationships section.
Click Map Lead Fields.
From the Home page, click the Gear icon in the top right and select Setup.
Select the Object Manager tab.
Search for Lead and select it.
Select the Fields & Relationships section.
Click Map Lead Fields in the top right.
Mapping the Clearout Lead Fields
How Email Verifier 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.
Choosing the Right Solution
Both products use the same validation engine. The difference is when and how they run.
When to Use Data Pulse
You want always-on, hands-off validation of every new leads as it enters Salesforce.
You want results to live natively on the Salesforce record with no exports or re-imports.
Bad data enters continuously through forms, imports, and integrations, and you want to catch it at the source rather than in periodic cleanups.
When to Use Email Verifier
You need a one-time clean of an existing list, for example pre-campaign list hygiene.
The list lives outside Salesforce (a CSV, XLSX, or Google Sheet).
You are validating your existing Salesforce database before turning Data Pulse on.
A common pattern: run a one-time Bulk Verification to clean the contacts already in Salesforce, then enable Data Pulse to keep everything clean from that point forward.
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