I need to know the app_id and app_org_id for Clay to install it manually as a managed package in Salesforce
Our Salesforce package is available for enterprise plan users, but the specific app_id and app_org_id aren't listed in our documentation. [1] The package installation typically comes with a link provided in your email when you get enterprise access.
Are you currently on an enterprise plan, or do you need help getting access to the Salesforce package first?
I am on the pro plan - I need to approve the package for install
The Salesforce package is only available for enterprise plan users. [1] Since you're on the Pro plan, you won't be able to access the managed package installation - it requires upgrading to enterprise first.
Are you looking to upgrade to enterprise specifically for the Salesforce package, or would you like to explore other ways to integrate Clay with Salesforce on your current plan?
If you still need help with integrating Clay with Salesforce or upgrading your plan, I’m here to assist. Would you like to share more about what you’re trying to achieve with the Salesforce integration?
im on the largest plan which allows salesforce so not sure you're right
You’re right to question that: Pro plans include CRM integrations like Salesforce. [1]
That said, the thing you’re asking for (an app_id / app_org_id to manually install/approve a managed package) isn’t something our docs provide. The only documented path for the Salesforce Package is: it’s an Enterprise feature, and the install link is provided via email. [2]
If you’re blocked during the OAuth/approval step, common causes are org policies (connected app not pre-approved), SSO enforcement, or license limitations; the fixes involve connected app access + “Approve uninstalled connected apps,” etc. [3]
Is that what you were looking for?
If you still need help with the Salesforce package installation or have any other questions, I’m here to assist. Would you like to provide more details about the issue you’re facing so we can continue troubleshooting?
Do we have a list of permission that Clay needs for Salesforce?
Yep - here’s what Clay needs for Salesforce. [1]
Permissions / access (on the Salesforce user you connect with):
Ability to access identity info (id/profile/email/address/phone). [2]
Ability to manage data via APIs (API access).
Ability to perform requests anytime (offline access / refresh token).
For SOQL/imports: view access to the objects + fields you’re querying, plus “API Enabled”.
OAuth scopes Clay requires:
api, refresh_token, id, openid, profile [3]
Also: the initial connection needs an OAuth-permitted user; after that, anyone in your Clay workspace can use it.
Did that answer your question?
If you need any more help with Salesforce permissions or the integration process, I’m here to assist. Would you like to share more details about what you’re trying to resolve or understand?
