Klip Gallery: Problems adding Salesforce Klips

To successfully add Salesforce Klips from the Klip Gallery, make sure you have the right field security permissions.

Determining whether you have access to the correct fields

To ensure that you have access to Salesforce fields that are associated with Klips in the Gallery,

  1. Log in to Salesforce.
  2. Click on your name.
  3. Select Setup.
  4. On the left navigation menu, under App Setup, select Customize.
  5. Select the object you wish to review. For example, Opportunities, Accounts, or Leads.
  6. Select Fields.
  7. Select the field you wish to review. For example, BillingAddress.
  8. Click Set Field-Level Security.
  9. Make sure the fields below are made visible to your profile or a desired profile.
  10. Repeat with the other fields listed.

Salesforce fields associated with the Klip Gallery

Opportunity

  • Type
  • StageName
  • CloseDate
  • Amount
  • Probability

Account

  • Name
  • BillingCountry
  • Owner.Name
  • BillingState
  • Type

Lead

  • Company
  • Name
  • Email
  • Status
  • CreatedDate
  • Owner.Alias

Return to Klip Gallery: Salesforce

Learn more

Learn how to build your own Klips:

NEW: Klip Gallery

  1. Adding a pre-built Klip from the Klip Gallery
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  12. Klip Gallery: Facebook Ads
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  15. Klip Gallery: Google +
  16. Klip Gallery: Google Analytics
  17. Klip Gallery: Google AdWords
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  26. Klip Gallery: Localytics
  27. Klip Gallery: MailChimp
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  34. Klip Gallery: RSS Feeds
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  36. Klip Gallery: Sample Metrics
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  42. Klip Gallery: Talkwalker
  43. Klip Gallery: Trello
  44. Klip Gallery: TrendSpottr
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  47. Klip Gallery: Visualizations
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  55. Klip Gallery: Problems adding Klips
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  57. Klip Gallery: Problems adding Salesforce Klips

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