Overview

Salesforce is a popular CRM tool for support, sales, and marketing teams worldwide. Salesforce services allow businesses to use cloud technology to better connect with partners, customers, and potential customers.

Pre-requisites

• You must have Salesforce administrator access with permission to install packages from AppExchange and create connected app(s).
• You must have access to your Netcore CE ID and data key to establish a connection.
• Ensure Netcore CE streams are enabled for your account if you plan to send campaign events from Netcore CE into Salesforce.

Connect Salesforce Integration

Follow the steps below to activate Salesforce on the Netcore CE dashboard.

1. Log in to the Netcore CE dashboard and navigate to Settings.

2. Click Integration > Customer relationship management (CRM) > Salesforce. The integration modal opens up.

3. The two integration types available here are:

   Integration type	Description
   Transfer data from Salesforce to Netcore CE	Imports Salesforce records (Leads, Contacts, and custom objects) into Netcore CE to trigger campaigns and personalized messaging based on CRM status changes.
   Transfer data from Netcore CE to Salesforce	Exports Netcore CE engagement data back into Salesforce, such as automatically creating a Task for a Lead Owner when a prospect interacts with a campaign.

   
   

4. Select the desired type and click ADD INTEGRATION.

5. The Basic details page appears. Enter a connection name, then copy these details into Salesforce to integrate the account. The fields available here are:

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Steps to follow

1. Install the Netcore CE app from Salesforce AppExchange and approve API access.
2. Assign Netcore CE admin/user permissions to relevant users.
3. Create a connected app in Salesforce with OAuth, PKCE, and Client Credentials enabled.
4. Add the callback URL https://api-0X.netcorece.com (replace 0X with your data centre).
5. Copy the consumer key/secret key from the connected App.
6. In Salesforce, open the Netcore CE app, go to connections & click on add new connection.
7. Enter your workspace ID, data key, and data centre.

6. Click ACTIVATE once done. A test event will be sent to your configured Salesforce connection. View the integration in the Connected tab of the Integrations screen.

Activate Netcore on Salesforce

Follow the steps given below to Activate Netcore on Salesforce.

1. On your Salesforce homepage, click App launcher and search and select Netcore.
2. Integrate Salesforce CRM with Netcore CE screen appears.
   • Before you begin, ensure your Salesforce integration is activated in the Netcore CE dashboard.
3. Click CONNECT. Your Netcore connection is now set up on the Salesforce dashboard.
4. 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.

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Note

Ensure you hit Activate on the Netcore CE side first, otherwise, the credentials you paste here will be rejected during the test call.

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Steps to follow to copy & paste Netcore CE details to Saleforce:

1. Go to Integrations > CRM > Salesforce on Netcore CE, select Transfer data from Salesforce to Netcore CE, and click Add Integration.
2. Enter a connection name and copy the generated credentials.
3. Click Activate on Netcore CE to activate the integration. These credentials will not work until Netcore CE is activated.
4. Once activated, return here and paste the copied details into the required fields.
5. Click Activate. A test call will automatically verify your Netcore CE credentials, and the Salesforce-side integration will be activated upon success.

Transfer data from Salesforce to Netcore CE

Set up a data transfer to sync Salesforce records with your Netcore CE contacts in real time.

Step 1: Setup

Name Your Data Transfer

A default name is generated automatically in the format Data transfer_YYYYMMDDmmss. You can keep this name or edit it before proceeding.

Select a Salesforce Object

From the Salesforce Object dropdown, select the object you want to export. The following objects are available:

• Lead
• Contact
• Account
• Opportunity
• Task
• Activity

Select a Netcore Entity

From the Netcore Entity dropdown, select the Netcore CE entity you want to sync records into.

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Note

Selecting Contact as the Netcore entity adds a third step; Field Mapping.

Set the Transfer Trigger

Choose when records are exported to Netcore CE:

Click Next to continue.

Step 2: Data Configuration

Use this step to control which records sync to Netcore CE and how contacts are managed upon arrival.

Add Source Filters (optional)

Source filters let you sync only the records that meet specific criteria. For example, sync only Leads where Region = West.

To add a filter condition:

1. Click Add Filter.
2. Select a field from your Salesforce object.
3. Select an operator based on the field's data type:

4. Enter the filter value manually.

You can add multiple filter conditions. All conditions must be met for a record to sync.

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Validation: If you select an operator that does not match the field's data type, an error appears when you click Next. Correct the mismatch before proceeding.

Using Fields from Linked Objects

If a field on your primary Salesforce object links to another object — for example, a Lead field linked to a Product via a Product ID — you can filter on fields from that linked object too.

When you open the field dropdown, linked object fields appear alongside the primary object's fields. For example, if a Lead is linked to a Product, you see options like Product: Name, Product: SKU, and Product: Family.

Configure the Destination

Select how Netcore CE handles the incoming records:

• Add Contact: All synced records are added to the Netcore CE contact master. If the contact already exists, their mapped attributes are updated. Optionally, you can also add them to up to 5 specific lists.
• Remove Contact: Synced records are removed from either the contact master or from up to 5 specific lists.

Click Next to continue.

Step 3: Field Mapping

This step appears only when Contact is selected as the Netcore entity in Step 1.

Map Salesforce fields to Netcore CE contact attributes. This tells Netcore CE which data goes where when a record syncs.

Map the Contact Identifier

Before you can proceed, you must map the Netcore Contact Identifier to a Salesforce field. This is the unique key Netcore CE uses to match incoming records to existing contacts.

• For a standard Netcore dashboard: The Contact Identifier dropdown shows your panel's primary key label.
• For an Addressable Anonymous Netcore dashboard: The Contact Identifier dropdown offers three options — your primary key label, Email, or Mobile.

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Important

The Contact Identifier must map to a field on the primary Salesforce object only. Fields from linked objects (for example, Account.Email pulled through a Lead's account relationship) cannot be used as the identifier.

Map Additional Fields

The mapping interface shows two columns:

• Left column: Salesforce field (select from a dropdown)
• Right column: Netcore CE contact attribute (select from a dropdown)

The Netcore attribute dropdown includes both existing attributes from your Netcore panel and any attributes previously created from Salesforce.

Add as many field mappings as needed.

Create a New Netcore Attribute

If a matching Netcore attribute does not exist, you can create one directly from this screen.

1. Click Create New Attribute. A side drawer opens.
2. Select the Salesforce field on which to base the new attribute.
3. The attribute name is auto-populated — it uses the Salesforce field name converted to lowercase, with spaces replaced by underscores.
4. The data type is auto-populated from the Salesforce field and cannot be changed.
5. Click Save and Create.

The attribute is created in Netcore CE in the background. It is then available to use in your field mapping.

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Note

If you delete a newly created attribute after saving, a confirmation prompt appears before the attribute is removed.

Click Next to continue.

Step 4: Test Configuration

Testing is optional but recommended. It lets you validate your field mappings and confirm the connection is working correctly using a single real record, before activating the full sync.

Before You Test

The Test button checks that:

• At least one Contact Identifier (Email, Mobile, or Primary Key) is mapped.
• No obvious data type mismatches exist between mapped fields.

If either check fails, an error appears. Resolve the issue before running the test.

Run a Test

1. Click Test on the Field Mapping screen. A side drawer opens.

2. In the search bar, enter a value for your Contact Identifier (for example, a valid email address like [email protected]).

3. Netcore CE queries Salesforce and fetches the matching record.

4. The data preview grid displays the fetched values alongside their Salesforce field names.

   You can edit any value in the grid manually — useful for testing edge cases before the full sync runs.

5. Click Run Test.

Test Results

Step 5: Sync Activation

Once you are satisfied with your configuration and test results, click Start Export to activate the data transfer.

The sync runs in real time from this point forward, based on the trigger you selected in Step 1.

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Note

Running a test before activating the sync is optional. You can click Start Export at any time after completing the field mapping step.