Purpose
In Cleary, you can set up a Salesforce integration to populate fields from Salesforce in a Cleary article. This can be a great way to showcase sales wins to share with your team!
Set Up
To get started, please reach out to the Cleary team for the API key needed in the setup, as well as to confirm the URL host needed for the external service.
Then along with the 2 screencasts linked here, and mirror the setup actions in his Salesforce instance:
If there are any other questions, please reach out to Cleary support.