How to integrate Clearslide with Salesforce for seamless lead tracking

Looking to get your sales calls and presentations from Clearslide showing up in Salesforce, where you actually track your leads? You’re not alone. Most sales teams live and die by their CRM, but getting all your activity in one place—without chasing down reps or getting buried in manual logging—can feel like wishful thinking.

This guide is for the folks who want actual seamless lead tracking. Maybe you’re ops, maybe you’re a sales manager, or maybe you’re just tired of toggling between platforms and copying stuff over. Either way, here’s how to make the two platforms talk to each other, what to watch for, and how to keep it from turning into a maintenance headache.

Why bother integrating Clearslide with Salesforce?

Let’s be honest: if your sales team uses Clearslide for demos, calls, or pitch decks, and Salesforce to track leads, you can’t afford to have those two systems out of sync. Without integration, you get:

  • Lost activity data. Calls and meetings never make it to the CRM, so you have to ask reps what happened.
  • Manual logging (that nobody does). Even well-meaning reps forget to log their activities.
  • A messy, unreliable pipeline. You can’t see the real story, so coaching and forecasting are guesswork.

The integration isn’t perfect, but it’s much better than flying blind.

Step 1: Check Your Prerequisites

Before you dive in, make sure you have:

  • A Salesforce admin login. You'll need admin rights to install and configure anything.
  • A Clearslide account with admin privileges. Regular users can’t set up integrations.
  • Salesforce Enterprise Edition or higher. The integration doesn’t work with lower-tier Salesforce editions.
  • API access enabled in Salesforce. (Not always on by default—double-check.)

Heads up: If your company uses heavy customizations or non-standard objects in Salesforce, expect to do some extra work. The out-of-the-box integration covers standard leads, contacts, and opportunities.

Step 2: Install the Clearslide App in Salesforce

Clearslide offers a managed package (basically a ready-made app) for Salesforce. Here’s how to get it:

  1. Log into Salesforce as an admin.
  2. Go to the Salesforce AppExchange.
  3. Search for “Clearslide for Salesforce.” There’s only one official package.
  4. Click “Get It Now” and follow the prompts.
  5. Choose whether to install for admins only, specific profiles, or all users. (Start with admins or a small test group.)
  6. Wait for the install to finish.
  7. Salesforce can be slow—don’t panic if it takes a few minutes.
  8. Approve any security prompts.
  9. You’ll get a list of permissions. If you’re not sure, it’s safest to allow them all for now and restrict later.

Pro tip: Always install new apps in a Salesforce Sandbox first, not your live production environment. That way, if something breaks, your sales team won’t riot.

Step 3: Connect Your Clearslide Account

With the package installed, you need to connect Salesforce to Clearslide so data can flow between them.

  1. Open the Clearslide Settings tab in Salesforce.
  2. If you don’t see it, check the All Tabs (“+”) menu.
  3. Enter your Clearslide admin credentials.
  4. You’ll probably see an “Authorize” button. Click it and follow the prompts.
  5. Map users between Salesforce and Clearslide.
  6. The integration works best when each user’s email matches in both systems.
  7. If emails don’t match, you’ll have to map them manually in the settings.

What can go wrong? - SSO or federated logins can cause headaches here. If your org uses SSO, you may need IT help. - If you hit a wall, Clearslide support is pretty responsive, but don’t expect magic turnaround times.

Step 4: Configure Activity Logging

Now for the part everyone actually cares about: making sure meetings, emails, and calls from Clearslide show up on the right Salesforce records.

  1. Choose which activities to log.
  2. Most teams track emails sent, meetings scheduled, meetings held, and any content viewed.
  3. You’ll find these options in the Clearslide settings within Salesforce.
  4. Map activities to Salesforce objects.
  5. By default, Clearslide logs to Leads, Contacts, and Opportunities.
  6. If you use custom fields or objects, you may need to do some extra mapping.
  7. Decide on the visibility.
  8. Activities can show up as Salesforce “Tasks” or as “Activities.”
  9. “Tasks” are usually better for reporting, but talk to your Salesforce admin about what works for your team.

Pitfalls to watch out for: - Duplicate activities: Sometimes the same meeting shows up twice if users sync both their calendars and Clearslide. Test with a few users first. - Data overload: Don’t log every little click or view. It buries the important stuff and annoys people.

Step 5: Add Clearslide to Salesforce Page Layouts

If you want reps to see Clearslide data in Salesforce, you need to add the Clearslide widgets to your page layouts.

  1. Go to Salesforce Setup > Object Manager.
  2. Pick the object (Lead, Contact, Opportunity) you want to edit.
  3. Edit the Page Layout.
  4. Drag the Clearslide Visualforce component onto the layout.
  5. This lets reps see Clearslide activity, launch presentations, or schedule meetings without leaving Salesforce.
  6. Save and assign the layout to the right profiles.

Don’t overdo it: You don’t have to put Clearslide everywhere. Start with Opportunities first—where it matters most.

Step 6: Test the Integration

Don’t skip this step, even if you’re in a hurry.

  • Have a test user run through a real workflow.
  • Send an email, schedule a meeting, run a Clearslide presentation with a test lead.
  • Check Salesforce.
  • Did the activity show up on the right Lead or Opportunity? With the right details?
  • Try it with a few different users.
  • Sometimes permissions or user mapping cause issues you wouldn’t see as an admin.

Common issues: - Activities not showing up? Double-check email matching and permissions. - Wrong object? Check your activity mapping settings. - Nothing syncing at all? Sometimes, you just need to re-authorize the Clearslide connection.

Step 7: Train Your Team (Briefly)

Don’t assume reps will just “get it.” But also, don’t drag them through a two-hour training. Cover:

  • Where Clearslide shows up in Salesforce
  • How activities get logged (and what’s automatic)
  • What, if anything, they still need to do manually

Most reps will be relieved they don’t have to log meetings by hand. Just make sure they know where to look for their activity history.

Real-World Tips and Gotchas

  • Keep it simple at first. Don’t try to log and map every possible action. Start with calls and meetings, then expand if you need to.
  • Monitor for errors. Check for failed syncs or duplicate entries, especially in the first few weeks.
  • Stay on top of updates. Both Clearslide and Salesforce push updates that can break integrations. Set a recurring reminder to check things are still working.
  • Don’t expect 100% automation. There will always be edge cases—old leads, weird custom Salesforce objects, or users who find ways to break things.

Wrapping Up

Getting Clearslide and Salesforce to play nice isn’t rocket science, but it does take some setup and a little patience. Don’t fall for the “seamless” hype—there’s always some friction, especially at first. But once it’s running, you’ll have far better visibility into your pipeline and a lot less manual work.

Start small, keep your setup simple, and don’t be afraid to adjust as your team’s needs change. You’ll save yourself (and your reps) a lot of headaches down the road.