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Quick reference
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Step
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Content
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Tip
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1
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as system administrator: Link Salesforce to CleverReach via Oauth
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2
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as system administrator: provide CleverReach registration
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3
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Authentication for External Systems
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in each user's setup in Salesforce ("My settings" → "personal")
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4
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page layouts for campaign and campaign members; page layout for lead and contact; campaign searchlayout
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5
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optional (for Marketing User)
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6
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Create a CleverReach Account in Salesforce
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in the CleverReach-App (tab): registration/link with the CleverReach User
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7
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Default Values for Mandatory Fields
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in the CleverReach-App (tab)
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8
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Activated Clickjack Protection for Visualforce pages
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