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Salesforce

Rulebase integrates with Salesforce via OAuth2 to enrich customers and companies using Salesforce Contact and Account data.

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Prerequisites

  • You must have permission in Salesforce to authorize third-party apps.
  • You must have the Administrator role in Rulebase.

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Installation

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Step 1: Connect Salesforce

  1. Log in to your Rulebase dashboard
  2. Go to Integrations > Salesforce
  3. Click Add and sign in with your Salesforce credentials
  4. Authorize Rulebase to access your Salesforce account

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Zendesk bridge

If Zendesk is also connected, Rulebase can automatically link Salesforce records to Rulebase customers and companies. To enable this, set the external_id field on your Zendesk users and organizations to the corresponding Salesforce Contact ID or Account ID. Once set, Rulebase will detect the link and sync enrichment data automatically.

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Next steps

Once connected, Rulebase will begin syncing Contact and Account data automatically.
  • Customer records will be enriched with name, email, and phone from Salesforce Contacts
  • Company records will be enriched with name and account manager from Salesforce Accounts
  • If you also use Zendesk, confirm your external_id values are set to valid Salesforce IDs to enable automatic linking