ClickUp Salesforce Connected Search integration guide

The ClickUp Salesforce Connected Search integration lets your team quickly find and open Salesforce records without leaving ClickUp. This guide explains how to install, configure, and use the integration so you can streamline your sales and customer workflows.

What the ClickUp Salesforce Connected Search integration does

The integration connects your workspace to Salesforce so you can search Salesforce records directly from ClickUp. Results appear right inside your workspace, giving you quick access to customer data while you work.

With this integration, you can:

• Search Salesforce records from the ClickUp interface.
• Open Salesforce items in a new browser tab.
• Control access using permissions from both platforms.

This feature is part of a broader ecosystem of productivity tools. For additional help improving your workflow strategy, you can explore resources from Consultevo.

Requirements to use ClickUp Salesforce Connected Search

Make sure your environment meets the requirements before installing the integration.

Salesforce requirements for ClickUp integration

• A Salesforce org with API access.
• The Salesforce Connected Search managed package installed.
• A user with permission to install and configure packages in Salesforce.

ClickUp requirements for Salesforce Connected Search

• An active workspace.
• Admin permissions in ClickUp to manage integrations.
• Access to the ClickUp App Center or integration settings.

How to install the Salesforce Connected Search package

The installation begins in Salesforce. After that, you connect the app to ClickUp.

Step 1: Install the managed package in Salesforce

1. Log in to your Salesforce org with an admin account.
2. Go to the installation URL provided for the Connected Search managed package.
3. Choose the environment (Production or Sandbox) as appropriate.
4. Select which users will have access to the package.
5. Complete the installation and wait for it to finish.

After the package is installed, you can configure permissions and connected app details that will be used with ClickUp.

Step 2: Configure Salesforce settings for ClickUp

Once the managed package is installed, configure it to work with your workspace.

1. Open Salesforce Setup.
2. Navigate to the section where installed packages are listed.
3. Locate the Connected Search package.
4. Review any configuration options such as:

• Which objects can be searched.
• Field-level security for search results.
• User profiles or permission sets allowed to use the integration.

Consult your Salesforce admin if you need to adjust security settings before enabling the integration for ClickUp users.

How to connect Salesforce to ClickUp

After Salesforce is prepared, connect the two platforms so searches can run from ClickUp.

Step 1: Open integration options in ClickUp

1. Sign in to your ClickUp workspace with an admin account.
2. Go to the workspace settings or App Center, depending on your plan.
3. Find the Salesforce Connected Search integration in the list of available apps.
4. Select the integration to open its configuration panel.

Step 2: Authorize Salesforce access from ClickUp

1. Click the button to connect or authorize Salesforce.
2. When redirected, log in to Salesforce using the account that has access to the connected app.
3. Approve the requested permissions so ClickUp can search the data allowed by your Salesforce org.
4. Once authorization is complete, return to the ClickUp integration panel.

If the connection is successful, you should see a confirmation in the integration settings. If authorization fails, confirm the connected app settings and user permissions in Salesforce.

Step 3: Set workspace-level options in ClickUp

After authorization, adjust how the integration behaves in your workspace.

• Decide which teams or spaces can use Salesforce Connected Search.
• Verify that only appropriate users have access based on your internal policies.
• Update any labels or descriptions so team members can easily identify the integration in ClickUp.

How to use Salesforce Connected Search inside ClickUp

Once everything is configured, your team can start searching Salesforce data directly from ClickUp.

Open the search interface in ClickUp

1. Navigate to your workspace.
2. Open the search or command interface that supports connected apps.
3. Look for a Salesforce or Connected Search option in the search filters or menu.

Depending on your workspace layout, the option may appear as an icon, a dropdown, or a filter you can toggle on and off.

Run a Salesforce search from ClickUp

1. Type a keyword, account name, opportunity, or other relevant term into the search bar.
2. Enable the Salesforce filter or connected search option.
3. Review the list of Salesforce records returned, such as leads, accounts, or opportunities.
4. Select a result to open the corresponding record in a new browser tab.

Search results are controlled by your Salesforce permissions, so each user will only see data they are allowed to access.

Tips for effective ClickUp and Salesforce searching

• Use specific names or IDs to quickly locate a single record.
• Include unique identifiers like email addresses where possible.
• Align naming conventions between ClickUp tasks and Salesforce records.

Well-structured naming and consistent data management in Salesforce help your team find the right information faster when searching from ClickUp.

Manage access and security for ClickUp Salesforce Connected Search

Security is shared between both platforms. You should maintain good practices in Salesforce and ClickUp to keep data safe.

Control Salesforce permissions

• Use profiles and permission sets to define who can search which objects.
• Limit sensitive objects to specific user groups.
• Regularly review access to ensure it remains aligned with role changes.

Control ClickUp user access

• Grant integration access only to the teams that need it.
• Limit workspace admin rights to trusted users.
• Disable the integration for spaces that should not interact with Salesforce.

Troubleshooting the ClickUp Salesforce Connected Search integration

If the integration does not work as expected, follow these checks.

Check connection status in ClickUp

• Open the integration settings inside your workspace.
• Verify that Salesforce is still connected and authorized.
• Reconnect if the token has expired or authorization was revoked.

Verify Salesforce configuration

• Confirm that the managed package is installed and up to date.
• Ensure the connected app has the correct callback URL and permissions.
• Check that the user account used for authorization still exists and has access.

Confirm user permissions

• Verify that affected users have the right profiles or permission sets in Salesforce.
• Ensure they belong to the correct teams or spaces in ClickUp where the integration is enabled.

If issues persist, compare your configuration with the official documentation at Salesforce Connected Search integration help and adjust settings as needed.

Next steps for optimizing ClickUp with Salesforce

Once the Salesforce Connected Search integration is working smoothly, consider how ClickUp can further support your sales and customer teams. Align task management, account planning, and project execution so that insights from Salesforce inform the work you track in your workspace.

By combining structured CRM data with flexible task views, your organization can move faster while keeping every stakeholder aligned.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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