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Integration with Salesforce

  • Note: To integrate Core8 with Salesforce, Salesforce Edition that support integration is required.

To integrate Core8 with Salesforce, please follow these steps:

  1. Make sure you are logged into Salesforce in your browser.

  2. In the Core8 console, navigate to Configuration ➔ Integrations.

  3. Click on the “Salesforce” box.

  4. The Core8 application displays the Salesforce integration page.

  5. Click on the “Connect to Salesforce” button.

  6. In the Salesforce integration page that opens, click on “Allow”.

  7. The Core8 application will reload the Salesforce integration page, where you will see a ‘Connected’ status message.