Export Data from Netcore to Salesforce
Learn how to Activate Netcore CE on on Salesforce dashboard.
Overview
Integrate your Netcore CE account with Salesforce to automate data flows, unify customer profiles, and empower teams with real-time insights. This enables you to manage and sync customer data while enriching profiles for more effective campaigns and journeys.
Use cases
Explore how BFSI teams use the Salesforce integration to close the loop between marketing and sales.
| Use case | What it does |
|---|---|
| Sales Alerts (Egress) | When a prospect shows high intent in Netcore CE, such as starting a loan application, a Task is automatically created on the matching Lead in Salesforce, so sales can act while interest is high. |
| Lead Sync (Ingress) | When a Lead is created or updated in Salesforce, a contact profile is auto-created in Netcore CE, so marketing can nurture every lead, not just digital ones. |
Activate Netcore on Salesforce
Activate Netcore on Salesforce
Follow the steps given below to Activate Netcore on Salesforce.
- On your Salesforce homepage, click App launcher and search and select Netcore.
- Integrate Salesforce CRM with Netcore CE screen appears.
- Before you begin, ensure your Salesforce integration is activated in the Netcore CE dashboard.
- Click CONNECT. Your Netcore connection is now set up on the Salesforce dashboard.
- The Basic details page opens up. Copy and paste the values generated in your Netcore CE Salesforce integration. Refer to the table below to see the available fields.
| Field Name | Simple Description |
|---|---|
| Netcore connection ID | The unique ID (Client ID) generated in your Netcore dashboard to identify this link. |
| Netcore API key | The secure password/token that authorises Salesforce to talk to your Netcore account. |
| Netcore endpoint | The specific digital address (URL) where Salesforce sends your data. |
Note
Ensure you hit Activate on the Netcore CE side first, otherwise, the credentials you paste here will be rejected during the test call.
Copy & Paste Netcore CE details to Salesforce
Steps to follow to copy & paste Netcore CE details to Saleforce:
- Go to Integrations > CRM > Salesforce on Netcore CE, select Transfer data from Salesforce to Netcore CE, and click Add Integration.
- Enter a connection name and copy the generated credentials.
- Click Activate on Netcore CE to activate the integration. These credentials will not work until Netcore CE is activated.
- Once activated, return here and paste the copied details into the required fields.
- Click Activate. A test call will automatically verify your Netcore CE credentials, and the Salesforce-side integration will be activated upon success.
Create Data Transfer
Create & Manage Data Transfer on Salesforce
Export Data from Netcore CE to Salesforce
Set up a data transfer to sync Salesforce records with your Netcore CE contacts in real time.
The Salesforce connector lets you push customer records from your Salesforce org into Netcore CE as contacts, keeping both systems in sync as records are created or updated. Once configured, attribute changes in Salesforce flow through to Netcore CE without manual exports, ensuring segmentation and campaigns always run on the latest data.
On the Netcore CE dashboard, click Settings > Integrations > Salesforce and select the Export Data from Salesforce to Netcore CE option. The Basic details screen appears.
Export Data from Netcore CE to Salesforce
Refer to the table below to see the fields available here.
| Field | Required | Description |
|---|---|---|
| Connection name | Yes | Add an unique label to identify this Salesforce connection in Netcore CE. Use a descriptive name (for example, salesforce-prod-leads) so you can distinguish it from other connections later. |
| Consumer key (from Salesforce) | Yes | Add the OAuth consumer key generated by your Salesforce connected app. Copy this from Manage Consumer Details in the connected app settings and paste it here. |
| Consumer secret (from Salesforce) | Yes | Add the OAuth consumer secret paired with the consumer key above. Copy it from the same Manage Consumer Details screen in Salesforce. Treat this value like a password — do not share it. |
| URL (from Salesforce) | Yes | Add your Salesforce URL (for example, https://yourcompany.my.salesforce.com). This tells Netcore CE which Salesforce environment to authenticate against. Use your production URL for live syncs and a sandbox URL for testing. |
After all four fields are filled in, click Save to validate the credentials and activate the connection.
Steps to follow
Refer to the steps given below to copy & paste the required creds from Salesforce to Netcore CE.
- Log in to the Salesforce dashboard and navigate to Setup → search for App manager.
- Create a new connected app (or open an existing one).
- Under API (Enable OAuth settings):
- Enable OAuth settings
- Add your URL
- Select required OAuth scopes.
- Save the app, then click 'Manage Consumer Details' to view your consumer key & consumer secret. Copy these values and paste them here to complete your Netcore CE configuration.
Create an Events Export
On the Netcore CE dashboard, click Settings > Data Transfer > CREATE NEW > Salesforce.
Once your Salesforce connection is saved, you can create an events export to define what data syncs from Netcore CE to Salesforce and how it maps. Follow the three steps: Setup, Data selection, and Data mapping.
Create an Events Export
Step 1: Setup: Export details
Provide the basic details for your event export.
| Field | Required | Description |
|---|---|---|
| Export title | Yes | A unique name for this export (for example, email-engagement-to-sf). This is how you'll identify the export in the list view later. |
| Connection | Yes | The Salesforce connection to use for this export. Select the connection you configured earlier (for example, RS_SF_EGRESS) from the dropdown. |
| Export to which Salesforce object? | Yes | The Salesforce object where Netcore CE events will be written — for example, Lead, Contact, Task, or a custom object. Choose the object that matches how your team tracks engagement in Salesforce. |
Click Next to continue, or Finish later to save your progress as a draft.
Step 2: Data selection
Choose which events and fields to include in the export. The right panel shows a live Data preview of the fields that will be sent.
Events
| Field | Required | Description |
|---|---|---|
| Event type | Yes | Choose Engagement for channel-level events (email opens, clicks, SMS delivered, push received, etc.) or Behavioural for user actions tracked on your app or website. |
| Event | Yes | The specific event to export (for example, Email Opened/Read). The standard fields available will adjust based on this selection. |
| Standard field(s) | Yes | The default attributes attached to the event — typically channel, event_timestamp, event_name, event_id, and identity. Add or remove fields based on what your Salesforce object needs. |
Additional details (optional)
Toggle on to include extra context with each event.
| Field | Required | Description |
|---|---|---|
| Detail type | Yes (if enabled) | The category of additional data to include — for example, Attribute details for user profile attributes. |
| Select field(s) | Yes (if enabled) | The specific attributes to attach to each event record. |
Filters (optional)
Toggle on to limit the records that get exported.
| Field | Required | Description |
|---|---|---|
| Filter based on | Yes (if enabled) | The attribute or event property to filter on. Click + Add to layer multiple filters — useful when you only want to sync a specific segment (for example, opens from a particular campaign or geography) instead of all events. |
Click Next to continue.
Step 3: Data mapping
Map Netcore CE fields to the corresponding Salesforce fields on your chosen object. This step decides exactly how each event lands as a record in Salesforce.
Map user identifier
This mapping tells Salesforce which existing record an incoming event belongs to.
| Field | Required | Description |
|---|---|---|
| Netcore field(s) | Yes | The Netcore CE identifier used to match the user (for example, EMAIL). The data type is shown next to the field name. |
| Salesforce field(s) | Yes | The Salesforce field to match against (for example, the Email field on a Lead or Contact). Both fields must have compatible data types. |
| Status | — | Shows whether the mapping is valid after you run Test. |
Click + Add to map additional identifiers if you use more than one (for example, email and phone). Use the Test button at the top right to verify the mapping resolves correctly before saving.
Map additional fields
Map any non-identifier fields you want to populate on the Salesforce record.
| Field | Required | Description |
|---|---|---|
| Netcore field | No | The Netcore CE field whose value you want to send. |
| Salesforce field | No | The destination field on the Salesforce object (for example, Subject on a Task). The data type is shown alongside the field name to help you avoid type mismatches. |
| Status | — | Validation result for each row. |
Click + Add for each additional mapping. Use the trash icon to remove a row.
Select timeline & assignee
These settings only apply when exporting to time-bound Salesforce objects like Task or Event.
| Field | Required | Description |
|---|---|---|
| Timeline | Yes | Choose Start date & end date if you want to map both endpoints to Netcore fields, or Start date with duration to set a fixed length (for example, a 30-minute follow-up task). |
| Start date | Yes | The Netcore field that defines when the Salesforce record begins. |
| Duration / End date | Yes | Either a fixed duration (15 min, 30 min, 1 hr, etc.) or a Netcore end-date field, depending on the timeline option chosen above. |
| Assignee | Yes | The Salesforce username (for example, admin_mycompany) that owns the records created by this export. Pick a user with permission to create records on the selected object. |
Click Save & Preview to review your export, or Finish later to save as a draft. Once saved, the export begins syncing events to Salesforce in real time based on your configuration.
Data Transfer Listing Page
The Data Transfer tab shows all your data syncs in one place. Click Create New to set up a new sync.
| Fields | Description |
|---|---|
| Data transfer info | The name and ID you gave the data transfer when you created it, along with its current status badge. Use this to identify the transfer in the list. |
| Channel | The channel associated with the events being transferred (for example, Email, SMS, Push). |
| Last transfer date | The timestamp of the most recent successful sync. Shows NA for transfers that haven't run yet. |
| Next transfer date | The timestamp for the next scheduled sync is determined by the configured frequency. Shows NA for one-time or draft transfers. |
| Destination | The external system to which the data is being sent or from which it is being received (for example, Salesforce). |
| Module | The type of data being transferred (for example, Events, Contacts). |
| Frequency | How often the transfer runs (for example, Real-time, Hourly, Daily). |
Status Labels
| Status | Meaning |
|---|---|
DRAFT | The transfer has been created but not yet activated. No data is syncing. |
ACTIVE | The transfer is live and syncing data based on the configured frequency. |
STOPPED | The transfer was activated but has since been paused. No data is syncing until it's restarted. |
Actions
Each row on the Data Transfer list has a context menu with the following actions.
| Action | Description |
|---|---|
| Edit | Opens the data transfer in the configuration wizard so you can update its setup, data selection, or mapping. Available for transfers in DRAFT or STOPPED status. |
| Duplicate | Creates a copy of the data transfer with all settings preserved. Useful for setting up multiple similar exports — for example, one transfer per Salesforce object. The duplicated transfer is created in DRAFT status so you can review before activating. |
| Delete | Permanently removes the data transfer. This action cannot be undone. |
Note
The actions available vary by status. For example, Edit appears only for drafts, and Stopped syncs show only Duplicate and Delete.
Updated 1 day ago