Documentation Index
Fetch the complete documentation index at: https://clearskies.cc/docs/llms.txt
Use this file to discover all available pages before exploring further.
How it works
Connect Salesforce so your agents can access accounts, contacts, and opportunities alongside the rest of your customer data.
What you’ll need
Setup steps (~5 minutes)
1. Sign in to Salesforce
Go to your Salesforce instance and sign in with your admin account.
2. Navigate to App Manager
Go to: Setup → Apps → App Manager
3. Connect Clearskies
Click Connect in the Clearskies app to begin the OAuth flow.
4. Authorize access
Review the permissions and click Allow to grant Clearskies access to your Salesforce data.
5. Verify connection
Back in Clearskies, go to Context Graph and select Salesforce. A Disconnect button in the upper right confirms the connection is active.
You’re all set
Your Salesforce data is now part of your Context Graph. Agents you build will have access to it automatically.
Questions? Reach out at support@clearskies.cc