Skip to main content
Clustr’s native Salesforce integration surfaces your network intelligence directly inside Salesforce through Lightning components on opportunity, contact, and account records.

​
Connect Salesforce

  1. Go to Integrations in the Clustr dashboard and select Salesforce.
  2. Click Connect Salesforce. You’ll be redirected to Salesforce to authorize access.
  3. Once authorized, you’ll be returned to Clustr with your org connected.
Only one CRM can be active at a time. If HubSpot is already connected, disconnect it before connecting Salesforce.

​
Enable the Cards

After connecting, you need to add the Clustr components to your Salesforce page layouts. This is a one-time setup per record type; repeat for opportunities, contacts, and accounts.
1

Open the page editor

Open any opportunity (or contact, or account) in Salesforce. Click the gear icon (⚙️) in the top-right corner, then select Edit Page.
Salesforce setup menu showing the Edit Page option
2

Find Clustr in the component panel

The Lightning App Builder opens. In the left panel, type Clustr in the component search box. The Clustr card appears under Custom components.
Lightning App Builder component search showing Clustr Network Insights
3

Drag the component onto the page

Drag the Clustr component from the left panel onto the desired section of the page layout on the right.
4

Save and activate

Click Save. If prompted to activate the page, click Activate and assign it as the Org Default so it appears for all users.
Component names to look for:

​
How It Works

Contacts and accounts in Salesforce are automatically matched to your Clustr network via domain and LinkedIn URL. Their latest CRM activity is shown alongside relationship data. Each card shows:
  • A confidence score for each referral path
  • The connector who can make the introduction
  • Shared work history and recent engagement activity (calls, emails, meetings)
  • An In CRM flag for prospects already in Salesforce, with a direct link to their record
  • Links to each prospect’s LinkedIn profile and Clustr page
From any card you can Import to Salesforce to push prospects into your CRM, or See all in Clustr to explore the full list.

​
The Cards

Every card has two tabs. The first tab shows how to reach people (your paths in). The second tab shows what you can leverage (who can be introduced through them).
Clustr Network Insights component on a Salesforce Contact record
  • At : prospects reachable through your network
  • From : who opportunity contacts can introduce you to
Closed opportunities default to the “From” tab.
  • From: who they can introduce you to
  • To : who can introduce you to them
If the contact isn’t in Clustr yet, you’ll see an import prompt.
  • At : prospects reachable through your network
  • From : your contacts who can intro elsewhere

​
Settings

Once connected, you can configure write permissions and field mappings from the Salesforce integration settings page.

​
Write to Salesforce

​
Field Mappings

Clustr maps its internal data model to your Salesforce field API names. The defaults match Salesforce’s standard schema. Change them only if your org uses custom fields. Contacts Accounts Opportunities

​
Sync

Click Sync Now to trigger a manual sync between Salesforce and Clustr. The integration also syncs automatically in the background.