Connecting Clarify to Salesforce

In order to edit Salesforce articles you need to connect authorize Clarify to work with Salesforce. In the current beta version of Clarify this is done through the Sharing preference pane. Eventually Clarify for Knowledge will only allow you to connect to Salesforce and will provide a more streamlined way making that connection.

Open Clarify Preferences

On OS X the preferences are available from the Clarify menu.

On Windows the preferences are available from the Edit menu.

Open Clarify Preferences

Create a sharing account

From the Share tab, click on the + button.

Create a sharing account

Select "Salesforce Knowledge"

Select "Salesforce Knowledge"

Click the Authorize button

Click the Authorize button

Firewall

If you have a firewall installed you may be prompted to allow Clarify to access the network. You must allow Clarify access in order for Clarify to complete the authorization process with Salesforce.

Firewall

Approve

You will be taken to the Salesforce site. You may need to login. After logging in, click the Allow button.

Approve

Sharing account is created

You can now close the Preference window.

Sharing account is created

0 Comments

Add your comment

E-Mail me when someone replies to this comment