Documentation

Installation

Pelican is currently in private beta and is not yet available for public download.

System Requirements

Pelican runs on all major operating systems.

• Windows: 10 or 11 (64-bit)
• macOS: 10.15 (Catalina) or later
• Linux: Debian, Ubuntu, or Fedora based distributions

Command Line Agent

For users who prefer the terminal, the Pelican CLI brings the power of the IDE to your shell.

Prerequisites

• Node.js: Version 18.0.0 or higher
• Python: Version 3.10 or higher (for data processing)
• Git: Recommended for version control integration

Installation

Usage

Initialize your workspace and connect to your platforms:

Connecting Salesforce

Integrate your Salesforce org with Pelican to enable natural language querying, automated orchestration, and impact analysis. Pelican supports both Production and Sandbox environments.

Connection Setup

Pelican uses secure OAuth 2.0 authentication. You do not need to share your password directly with Pelican.

Step-by-Step Guide

1. Open the Pelican IDE.
2. Open the Command Palette (Ctrl+Shift+P or Cmd+Shift+P).
3. Type "Pelican: Connect Salesforce" and select it.
4. Choose Production or Sandbox environment.
5. A browser window will open prompting you to log in to Salesforce.
6. Click Allow to grant Pelican access.
7. Return to the IDE. You should see a success notification.

Required Permissions

To use Pelican to its full potential, the connected user account needs specific permissions. We recommend creating a dedicated Integration User profile, but you can also use your System Administrator account.

Minimum Requirements

• API Enabled: Essential for any external integration.
• View Setup and Configuration: Required for Pelican to introspect your schema (objects, fields, relationships).
• Object Permissions: Read/Create/Edit/Delete access for the objects you want to manage (e.g., Accounts, Opportunities, Contacts).

Recommended for Full Features

Note: If you are unable to grant "Modify All Data", Pelican will still function but bulk operations will be limited to records you have access to via sharing rules.

Troubleshooting

"OAUTH_APP_BLOCKED" Error

If your organization blocks unconnected apps, an admin must whitelist Pelican:

1. Go to Setup > Connected Apps OAuth Usage.
2. Find "Pelican IDE" and click Install.
3. Go to Manage App Policies.
4. Set "Permitted Users" to Admin approved users are pre-authorized.
5. Assign the app to the relevant Profiles or Permission Sets.

Connecting HubSpot

Pelican connects to HubSpot using a secure Private App Token. This ensures that access is scoped strictly to what you define, without exposing your main user credentials.

Generating a Private App Token

1. Log in to your HubSpot portal.
2. Click the Settings (gear icon) in the main navigation bar.
3. In the left sidebar, navigate to Integrations > Private Apps.
4. Click Create a private app.
5. Name the app "Pelican IDE".
6. Click the Scopes tab. This is the most critical step.

Required Scopes

For Pelican to function as a full RevOps IDE, it needs broad access to read and write data. Enable the following scopes:

CRM Standard Objects

Required for reading/writing Contacts, Companies, Deals, and Tickets.

• crm.objects.contacts.read
• crm.objects.contacts.write
• crm.objects.companies.read
• crm.objects.companies.write
• crm.objects.deals.read
• crm.objects.deals.write
• tickets (read/write)

CRM Custom Objects

Required if you have Custom Objects defined in your portal.

• crm.objects.custom.read
• crm.objects.custom.write

Schemas & Metadata

Critical for Pelican to understand your data model (properties, associations) for Impact Analysis.

• crm.schemas.contacts.read
• crm.schemas.companies.read
• crm.schemas.deals.read
• crm.schemas.custom.read

Automation (Workflows)

Needed to analyze workflow dependencies.

• automation.workflows.read

Completing Setup

1. After selecting all scopes, click Create app at the top right.
2. A modal will appear with your Access Token. Click Copy.
3. Open Pelican IDE.
4. Go to Settings > HubSpot.
5. Paste your token into the Access Token field.
6. Pelican will validate the connection immediately.

Connecting Attio

Connect Pelican to Attio to bring next-generation CRM data into your RevOps workflows.

API Key Setup

1. Log in to your Attio workspace.
2. Click on your workspace name in the top left and select Workspace Settings.
3. In the sidebar, select Developers > API Keys.
4. Click Generate API Key.
5. Name the key "Pelican IDE".
6. Ensure permissions are set to Read-Write for the objects you intend to query or modify (People, Companies, Deals, etc.).
7. Copy the generated key.
8. In Pelican, go to Settings > Attio and paste the key.

Connecting Outreach

Integrate Outreach with Pelican to orchestrate sequences, manage prospects, and analyze engagement data across your sales development workflows.

OAuth Setup

Outreach uses OAuth 2.0 for secure authentication. You'll need admin access to authorize Pelican.

Step-by-Step Guide

1. Open the Pelican IDE.
2. Go to Settings > Integrations > Outreach.
3. Click Connect to Outreach.
4. A browser window will open prompting you to log in to Outreach.
5. Review the requested permissions and click Authorize.
6. Return to the IDE. You should see a success notification with your organization name.

What Pelican Can Do

With Outreach connected, you can:

• Query Prospects & Accounts: "Show me all prospects in the 'Enterprise Outbound' sequence with no opens in 5 days"
• Manage Sequences: Add or remove prospects from sequences programmatically
• Analyze Engagement: Pull call logs, email metrics, and task completion data for reporting
• Orchestrate Workflows: "Pull closed-lost opps from Salesforce, enrich with Apollo, and add to Outreach re-engagement sequence"
• Sync Data: Keep Outreach prospects in sync with Salesforce, HubSpot, or Attio
• Monitor Performance: Track rep activity, sequence performance, and conversion metrics

Required OAuth Scopes

Pelican requests comprehensive OAuth scopes to enable full RevOps functionality. During authorization, the following scopes are requested:

Core Data Access

• prospects.all: Full access to create, read, update, and delete prospect records
• accounts.all: Complete access to account data and management
• sequences.all: Full control over sequence management and enrollment
• sequenceStates.all: Manage prospect enrollment states and cadence steps

Activity & Engagement Data

• calls.read: Access call log data, duration, disposition, and recordings metadata
• mailings.read: Analyze email engagement metrics (opens, clicks, replies, bounces)
• tasks.read: View task completion, follow-up activities, and rep workflows
• phoneNumbers.read: Access contact phone numbers for enrichment workflows

Users & Organization

• users.read: View user information, territories, and team assignments
• teams.read: Access team structure and hierarchy
• roles.read: Understand permission levels and role assignments

Templates & Content

• templates.read: Access email and call templates for analysis
• snippets.read: View content snippets used in outreach
• contentCategories.read: Understand content organization and categorization

Note: You can review the exact scopes Pelican requests during the OAuth authorization screen before granting access. These permissions enable Pelican to orchestrate complex workflows across your outreach data.

Troubleshooting

Rate Limiting

Outreach enforces strict rate limits (typically 10,000 requests per hour). Pelican automatically handles rate limiting and will queue requests if needed. For bulk operations involving thousands of prospects, expect some processing time.

Authorization Failed

If authorization fails:

1. Verify you have admin access in your Outreach organization
2. Check that your organization allows third-party integrations (Security Settings)
3. Try disconnecting and reconnecting from Pelican Settings
4. Contact your Outreach admin to verify API access is enabled

Connecting SalesLoft

Integrate SalesLoft with Pelican to orchestrate cadences, manage contacts, and analyze engagement data across your sales development workflows.

OAuth 2.0 Setup

SalesLoft uses OAuth 2.0 for secure authentication. Pelican will request authorization to access your SalesLoft data on your behalf.

Step-by-Step Guide

1. Open the Pelican IDE.
2. Go to Settings > Integrations > SalesLoft.
3. Click Connect to SalesLoft.
4. A browser window will open prompting you to log in to SalesLoft.
5. Review the requested permissions and click Authorize.
6. Return to the IDE. You should see a success notification with your team name.

Alternative: API Key Authentication

For internal integrations or if you prefer API keys, SalesLoft also supports API key authentication:

1. Log in to SalesLoft and click on your name in the top right.
2. Select Settings from the dropdown menu.
3. Navigate to the Extensions tab.
4. Scroll to the API section and click Generate New API Key.
5. Copy the key immediately—it will only be shown once.
6. In Pelican, select "Use API Key" and paste the key.

What Pelican Can Do

With SalesLoft connected, you can:

• Query People & Accounts: "Show me all contacts in the 'Q1 Enterprise' cadence with no email activity in 7 days"
• Manage Cadences: Add or remove contacts from sequences programmatically
• Analyze Engagement: Pull call logs, email metrics, and touchpoint data for reporting
• Orchestrate Workflows: "Pull closed-lost accounts from Salesforce, enrich them with Apollo, and add to SalesLoft re-engagement cadence"
• Sync Data: Keep SalesLoft contacts in sync with Salesforce, HubSpot, or Attio

Required Permissions

For OAuth, Pelican requests the necessary scopes to access cadence, contact, and activity data. For API keys, permissions inherit from the user who created the key. Ensure you have:

• Cadence Management: Ability to add/remove people from cadences
• People & Account Access: Read and write permissions for contacts and accounts
• Analytics Access: View activity logs and engagement metrics

Troubleshooting

Rate Limiting

SalesLoft enforces rate limits on API requests (typically 600 requests per minute). Pelican automatically handles rate limiting and will queue requests if needed. For bulk operations, expect some delay.

Authorization Failed

If OAuth authorization fails:

1. Verify you have the necessary permissions in your SalesLoft account
2. Check that third-party integrations are enabled in your organization settings
3. Try disconnecting and reconnecting from Pelican Settings

Connecting Gong

Integrate Gong with Pelican to analyze conversation intelligence, extract deal insights, and build data-driven coaching workflows.

API Access Setup

Gong provides API access through Access Keys. You'll need Company Admin permissions to generate keys.

Step-by-Step Guide

1. Log in to Gong with Company Admin or Technical Administrator permissions.
2. Navigate to Company Settings → Ecosystem → API (or Settings gear icon → API).
3. Click "Create" or "Get API Key" to generate a new Access Key.
4. Provide a descriptive name (e.g., "Pelican IDE").
5. Copy the Access Key and Access Key Secret immediately—the secret is shown only once and cannot be retrieved later.
6. Store the secret securely—if lost, you'll need to generate a new key pair.
7. In Pelican, go to Settings > Gong.
8. Paste both the Access Key (username) and Access Key Secret (password).
9. Pelican will validate the connection using Basic Auth and display your workspace name.

What Pelican Can Do

With Gong connected, you can:

• Analyze Calls: "Show me all calls mentioning 'pricing objections' from Q4"
• Extract Insights: Pull key topics, competitors mentioned, and next steps from call transcripts
• Build Reports: Aggregate talk ratios, question counts, and engagement metrics by rep or team
• Cross-Platform Workflows: "Find deals in Salesforce with no Gong calls in the last 14 days"
• Coaching Data: Identify calls with high monologue time or low interactivity for coaching
• Deal Intelligence: Correlate call sentiment and topics with win/loss outcomes

Required Permissions

The API Access Key inherits permissions from the user who created it. For full functionality, ensure:

• Company Admin Role: Required to generate API keys
• Call Access: Permission to view calls across teams (or limited to specific teams)
• Transcript Access: Ability to read call transcripts and AI-generated insights
• Analytics Access: View aggregated metrics and reports

Troubleshooting

Rate Limiting

Gong enforces rate limits based on your subscription tier. Pelican automatically handles rate limiting and will queue requests. For large historical queries (e.g., "all Q4 calls"), expect longer processing times.

Missing Call Data

If calls aren't appearing:

1. Verify the connected user has permission to view those calls (team restrictions may apply)
2. Check that calls have finished processing in Gong (transcription can take 10-15 minutes)
3. Ensure the date range filter in your query is correct

Connecting Chorus.ai (ZoomInfo)

Integrate Chorus.ai with Pelican to analyze conversation intelligence, extract deal insights, and build coaching workflows powered by ZoomInfo's platform.

API Token Setup

Chorus.ai uses API tokens for authentication. Admin access is required to generate tokens.

Step-by-Step Guide

1. Log in to Chorus.ai (now part of ZoomInfo).
2. Click on your profile or user settings.
3. Navigate to Personal Settings or Account Settings.
4. Look for API or API Access section.
5. Click Generate API Token or Create New Token.
6. Provide a descriptive name (e.g., "Pelican IDE").
7. Copy the generated token immediately—it's shown only once.
8. In Pelican, go to Settings > Chorus.
9. Paste the API token in the Authorization field.
10. Pelican will validate and display your organization details.

Note: Your Chorus user role must be permitted access to the Chorus API via roles & permissions settings. Check with your admin if you cannot generate API tokens.

What Pelican Can Do

With Chorus.ai connected, you can:

• Analyze Conversations: "Show me all calls with competitor mentions in December"
• Extract Trackers: Pull custom tracker data (pricing questions, ROI discussions, etc.)
• Build Coaching Reports: Aggregate metrics like talk time, filler words, and question frequency by rep
• Cross-Platform Insights: "Find Salesforce opps over $100K with low engagement scores in Chorus"
• Deal Risk Analysis: Identify deals with negative sentiment or reduced activity
• Onboarding Metrics: Track new hire ramp-up via call quality and conversation patterns

Required Permissions

The API token inherits permissions from the user. For full functionality:

• Admin Role: Required to generate and manage API tokens
• Call Recording Access: Permission to view calls across teams or specific groups
• Transcript Access: Ability to read transcripts and AI insights
• Tracker Access: View custom trackers configured by your organization

Troubleshooting

API Token Invalid

If Pelican reports an invalid token:

1. Verify the token was copied completely without extra spaces
2. Check that the user who created the token still has admin access
3. Regenerate a new token if the original was revoked

Slow Query Performance

Chorus.ai API responses can be slower for large date ranges or complex transcript searches. Pelican caches frequently accessed calls to improve performance.

Connecting Clari

Integrate Clari with Pelican to analyze forecasts, sync pipeline data, and orchestrate revenue intelligence workflows.

API Token Setup

Clari provides API access through Personal Access Tokens. You'll need appropriate permissions in your Clari organization.

Step-by-Step Guide

1. Log in to your Clari instance.
2. Click on your user profile or settings icon.
3. Navigate to User Settings → API Token (the feature flag must be enabled by Clari support first).
4. Click "Generate New API Token".
5. Enter a Token Name (e.g., "Pelican IDE").
6. Click Generate New Token.
7. Copy the generated token immediately—it won't be shown again.
8. In Pelican, go to Settings > Clari and paste the token.
9. Pelican will validate the connection.

Important: Clari API access requires your organization's token manager to create tokens, and the API feature must be enabled via Clari support. Contact your Clari administrator if you don't see the API Token option.

Required Scopes

Grant the following scopes to enable full Pelican functionality:

• Opportunities: Read access to pull pipeline and forecast data
• Forecasts: Read forecasting submissions and projections
• Activities: Access call logs, meetings, and engagement data
• Accounts: Query account-level insights and health scores
• Users: List team members and territory assignments

What Pelican Can Do

With Clari connected, you can:

• Analyze Forecasts: "Show me deals that slipped from Q4 forecast"
• Pipeline Insights: Query pipeline coverage by rep, region, or product line
• Cross-Platform Sync: "Compare Clari forecast vs Salesforce pipeline for discrepancies"
• Activity Analysis: Track engagement metrics and meeting cadence
• Custom Reports: Build dashboards combining Clari data with CRM and sales engagement metrics

Troubleshooting

Access Denied Errors

If you encounter permission errors:

1. Verify your Clari user role has API access enabled
2. Check that all required scopes were selected during token generation
3. Contact your Clari admin to grant API access if unavailable

Data Sync Delays

Clari syncs with Salesforce periodically. If data appears stale, check the last sync time in Clari's admin panel. Pelican reflects the data Clari has at query time.

Connecting 6sense

Integrate 6sense with Pelican to leverage account-based intelligence, identify buying signals, and orchestrate precision ABM workflows.

API Key Setup

6sense provides API access through API keys. You'll need admin access to your 6sense instance.

Step-by-Step Guide

1. Log in to your 6sense account with appropriate permissions.
2. Navigate to the API section in your account settings.
3. Generate your API token (the token is a 40-character alphanumeric key).
4. Provide a descriptive name for tracking purposes (e.g., "Pelican IDE").
5. Note your Organization ID (provided by 6sense or visible in settings).
6. Copy both the API Token and Organization ID.
7. In Pelican, go to Settings > 6sense.
8. Paste the API Token and Organization ID.
9. Pelican will validate and confirm the connection.

Authentication Format: 6sense uses Token-based authentication with the format "Token {your_api_token}" in the Authorization header. API tokens are provisioned at the org level and work for all APIs your org is provisioned for.

What Pelican Can Do

With 6sense connected, you can:

• Query Intent Data: "Show me accounts researching 'sales automation' with buying stage 'Decision'"
• Analyze Account Segments: Pull 6QA scores, engagement minutes, and buying stage by industry or territory
• Orchestrate ABM Workflows: "Find 6sense accounts in 'Awareness' stage, enrich with Apollo, and add to Outreach sequences"
• Sync to CRM: "Update Salesforce accounts with 6sense buying stage and intent topics"
• Build Target Lists: Create dynamic segments based on firmographic, technographic, and intent signals
• Monitor Campaign Performance: Track account engagement with ads, content, and web properties

Required Permissions

The API key requires the following permissions:

• Admin Access: Required to generate and manage API keys
• Account Data: Read access to account profiles, scores, and buying stages
• Intent Data: Access to keyword research and intent topics
• Segment Access: View and export segments
• Campaign Data: View campaign performance and engagement metrics

Troubleshooting

Missing Account Data

If expected accounts aren't appearing:

1. Verify the accounts meet your 6sense ICP criteria and have sufficient data
2. Check that the account domain matches between 6sense and your CRM
3. Ensure 6sense has had time to process recent web activity (can take 24-48 hours)

Rate Limiting

6sense enforces rate limits on API calls. Pelican automatically handles rate limiting and queues requests. For large segment exports, expect some processing time.

Connecting Groove

Integrate Groove with Pelican to orchestrate sales flows, manage activities, and analyze engagement data across your revenue workflows.

API Key Setup

Groove uses API keys for authentication. Admin access is required.

Step-by-Step Guide

1. Open the Pelican IDE.
2. Go to Settings > Integrations > Groove.
3. Click Connect to Groove.
4. A browser window will open prompting you to log in to Groove (by Clari).
5. Review the requested permissions and authorize Pelican.
6. Return to the IDE. You should see a success notification.

Note: Groove (by Clari) uses OAuth authentication for third-party integrations. The connection will inherit your Groove permissions, ensuring Pelican only accesses data you can already see in Groove.

What Pelican Can Do

With Groove connected, you can:

• Query Flows & Activities: "Show me all contacts in the 'Enterprise Nurture' flow with no activity in 10 days"
• Manage Enrollments: Add or remove contacts from flows programmatically
• Analyze Engagement: Pull email metrics, call logs, and meeting data for reporting
• Orchestrate Workflows: "Pull stalled deals from Salesforce and enroll in Groove re-engagement flow"
• Sync Data: Keep Groove contacts in sync with Salesforce, HubSpot, or other CRMs
• Activity Tracking: Monitor rep activity, flow performance, and response rates

Required Permissions

The API key inherits permissions from the user. For full functionality:

• Admin Role: Required to generate API keys
• Flow Management: Ability to add/remove contacts from flows
• Contact & Account Access: Read and write permissions
• Activity Data: View emails, calls, and meeting logs

Troubleshooting

Flow Enrollment Issues

If contacts aren't being added to flows:

1. Verify the contact meets the flow's entry criteria
2. Check that the flow is active (not paused or archived)
3. Ensure the contact isn't already in the flow or has completed it recently

Salesforce Sync Conflicts

If data appears out of sync between Groove and Salesforce, check the last sync time in Groove's Salesforce integration settings. Pelican reflects the data Groove has at query time.

Connecting Slack

Integrate Slack with Pelican to send notifications, create automated workflows, and bring RevOps insights directly into your team's communication hub.

OAuth Setup

Slack uses OAuth 2.0 for secure authentication. Admin or workspace owner permissions may be required.

Step-by-Step Guide

1. Open Pelican IDE.
2. Go to Settings > Integrations > Slack.
3. Click Connect to Slack.
4. A browser window will open prompting you to select a workspace and authorize.
5. Review the requested permissions and click Allow.
6. Return to Pelican. You should see a success notification with your workspace name.

What Pelican Can Do

With Slack connected, you can:

• Send Notifications: "Send a Slack message to #sales-ops when a deal over $100K closes"
• Build Alerts: Create automated alerts for stalled deals, missing data, or quota milestones
• Share Reports: Post query results, dashboards, or charts directly to channels
• Orchestrate Workflows: "When a new Salesforce lead comes in, enrich with Apollo and notify #sdrs with account details"
• Interactive Commands: Run Pelican queries from Slack with slash commands (e.g., /pelican pipeline this month)

Required Permissions

Pelican requests the following OAuth scopes:

• chat:write: Send messages to channels
• channels:read: List public channels
• groups:read: List private channels (if invited)
• users:read: Read user information for @mentions
• files:write: Upload charts, CSVs, and reports
• commands: Enable /pelican slash commands

Troubleshooting

Messages Not Appearing

If Pelican can't send messages to a channel:

1. Verify the Pelican app has been invited to the channel (type /invite @Pelican)
2. Check that the channel name is spelled correctly
3. For private channels, ensure Pelican was explicitly added by a channel member

Slash Commands Not Working

If /pelican commands aren't responding, verify the app is installed in your workspace and try reinstalling the integration from Pelican Settings.

Connecting Enrichment Tools

Orchestrate enrichment workflows by connecting Pelican to your data providers.

Apollo.io

Pelican uses the Apollo API to search for people and enrich existing records.

Setup Guide

1. Log in to Apollo.io.
2. Navigate to Settings > Integrations > API.
3. Click Create New Key.
4. Provide a name (e.g., "Pelican") and description.
5. Copy the API Key.
6. In Pelican, go to Settings > Apollo and paste the key.

LeadMagic

Connect LeadMagic to enable mobile number enrichment workflows.

Setup Guide

1. Log in to your LeadMagic account (requires a paid plan for API access).
2. Navigate to Account Settings → API Keys.
3. Click "Regenerate" to create or copy your existing API key.
4. Copy the API key immediately and store it securely.
5. In Pelican, go to Settings > LeadMagic and paste the key.
6. Pelican will validate the connection.

Security Best Practices: Treat your LeadMagic API key like a password. Never share it publicly or expose it in client-side code. If compromised, regenerate it immediately from your Account Settings. LeadMagic recommends regularly rotating API keys and implementing IP restrictions where possible.

Connecting BigQuery

Integrate Google BigQuery with Pelican to query massive datasets, build custom analytics, and combine warehouse data with your CRM and sales engagement platforms.

Service Account Setup

Pelican connects to BigQuery using a Google Cloud Service Account with JSON key authentication.

Step-by-Step Guide

1. Go to the Google Cloud Console (console.cloud.google.com).
2. Select your project or create a new one.
3. Navigate to IAM & Admin > Service Accounts.
4. Click Create Service Account.
5. Name it "pelican-bigquery" and provide a description.
6. Click Create and Continue.
7. Grant the role BigQuery Data Viewer (for read-only) or BigQuery Admin (for read/write).
8. Click Done.
9. Find the service account in the list and click the three dots > Manage Keys.
10. Click Add Key > Create New Key > JSON.
11. Save the downloaded JSON file securely.
12. In Pelican, go to Settings > BigQuery.
13. Upload the JSON key file or paste its contents.
14. Specify your Project ID and default Dataset (optional).
15. Pelican will validate the connection and list available datasets.

What Pelican Can Do

With BigQuery connected, you can:

• Query Data: "Show me users who signed up last month from the analytics.events table"
• Join Across Platforms: "Join BigQuery product usage data with Salesforce opportunities to find expansion candidates"
• Build Custom Reports: Aggregate web events, product telemetry, and marketing attribution
• Write Data: "Export this Salesforce report to BigQuery table sales.pipeline_snapshot"
• Scheduled Queries: Set up recurring queries to sync data or update dashboards

Required Permissions

The service account needs the following IAM roles:

• BigQuery Data Viewer: Read access to tables and views (minimum)
• BigQuery Job User: Required to run queries
• BigQuery Data Editor: If you need to write data or create tables

Troubleshooting

Access Denied Errors

If queries fail with permission errors:

1. Verify the service account has the required roles on the specific dataset
2. Check that the project ID is correct
3. Ensure BigQuery API is enabled in your Google Cloud project

Query Cost Management

BigQuery charges based on data processed. Pelican displays estimated query costs before execution for queries over 1GB. Use partitioned tables and LIMIT clauses to control costs.

Connecting Databricks

Integrate Databricks with Pelican to query lakehouse data, run Spark jobs, and combine data engineering outputs with your RevOps workflows.

Access Token Setup

Databricks uses Personal Access Tokens for API authentication.

Step-by-Step Guide

1. Log in to your Databricks workspace.
2. Click your username in the top right and select User Settings.
3. Navigate to the Access Tokens tab.
4. Click Generate New Token.
5. Provide a comment (e.g., "Pelican IDE") and optionally set an expiration.
6. Copy the generated token immediately—it won't be shown again.
7. In Pelican, go to Settings > Databricks.
8. Enter your Workspace URL (e.g., https://your-workspace.cloud.databricks.com).
9. Paste the Access Token.
10. Specify a default SQL Warehouse or Cluster ID (optional).
11. Pelican will validate and display available databases.

What Pelican Can Do

With Databricks connected, you can:

• Query Tables: "Show me the top 100 rows from lakehouse.gold.customer_360"
• Run SQL Queries: Execute Spark SQL against Delta Lake tables
• Cross-Platform Analytics: "Join Databricks product usage with Salesforce accounts to find upsell opportunities"
• Access ML Models: Query model predictions and feature tables
• Build Reports: Aggregate streaming data, event logs, and enriched datasets

Required Permissions

The access token inherits permissions from the user. Ensure you have:

• Workspace Access: Permission to access the workspace and generate tokens
• SQL Warehouse/Cluster Access: Can attach to and use compute resources
• Table Permissions: SELECT privileges on tables and views you want to query
• Unity Catalog: If using Unity Catalog, ensure proper grants on catalogs, schemas, and tables

Troubleshooting

Connection Timeout

If Pelican can't connect:

1. Verify the Workspace URL is correct (include https://)
2. Check that the access token hasn't expired
3. Ensure your network allows connections to Databricks (check firewall/VPN)

Cluster/Warehouse Not Available

If compute resources aren't available:

1. Verify the cluster or SQL warehouse exists and is running
2. Check that you have Can Attach permission
3. Pelican will automatically start SQL warehouses if they're stopped (may take 1-2 minutes)

Connecting Data Warehouses

Use Pelican to query and visualize data directly from your warehouse.

Snowflake

Pelican connects via the standard JDBC driver or REST API.

Connection Parameters

• Account URL: https://<your_account>.snowflakecomputing.com
• User: A user with usage rights on the desired Database and Warehouse.
• Password / Key Pair: Securely stored locally.
• Role: (Optional) The default role to use for queries.
• Warehouse: The compute warehouse to use.

Supabase

Pelican integrates with Supabase via the REST API for seamless querying.

Setup Guide

1. Go to your Supabase Project Settings > API.
2. Copy the Project URL.
3. Copy the service_role secret (for read/write access) or anon public key (for read-only, subject to RLS).
4. In Pelican, go to Settings > Supabase and enter these credentials.

Using the Pelican IDE

The Pelican IDE is a fork of VS Code, optimized for Revenue Operations. It combines a familiar code editing environment with deep context about your business data.

Querying Data

Pelican goes beyond simple queries. You can chain together actions across multiple platforms in a single conversational command.

Example: Building a Salesforce Query

Instead of navigating Salesforce Reports, just ask Pelican:

Building Reports

Turn your data into insights instantly. Pelican can visualize query results, generate dashboards, and schedule recurring reports—all through conversation.

Chrome Extension

Bring Pelican's intelligence directly into your browser. The extension analyzes your current context—whether it's an Outreach sequence or a Salesforce report—and provides instant, data-backed insights without switching tabs.