Why connect Salesforce?
One source of truth - Accounts and opportunities created or updated in Salesforce flow into NEXT automatically, keeping discovery work anchored to the latest revenue data.
Hands-off task follow-up - When NEXT automations trigger (for example, “Store summary of the last customer call”), the integration creates Salesforce Task records so reps can work where they already live.
Functionality
What happens? | Details |
Daily Account Sync | A once-per-day job pulls all Accounts and Opportunities that changed since the previous run. |
Automation | NEXT automations can create Salesforce Task objects, automatically linking them to the correct Salesforce Account. |
How to set up the Salesforce integration
Prerequisites
Salesforce System Administrator (or equivalent) rights to create users, profiles, and Connected Apps.
A NEXT workspace with Admin permissions.
Step 1: Create an Integration User in Salesforce
In Salesforce, open Setup → Users → New.
Assign any profile that has API Enabled and read access to Accounts and Opportunities.
[If you want to use NEXT automations] Make sure the profile (or a Permission Set) also grants Create on Tasks
Click Save
Step 2: Create a Connected App in Salesforce
Go to Setup → App Manager → New Connected App.
Fill in the basic information (App Name, Contact Email, etc.).
Under API (Enable OAuth Settings):
Check Enable OAuth Settings and enter a dummy callback
Add the scope Access and manage your data (api).
Enable Client Credentials Flow (checkbox).
Save
Salesforce will display a Consumer Key and Consumer Secret—copy both; you’ll paste them into NEXT in step 4.
Provisioning a new Connected App can take up to 10 minutes.
Step 3: Authorize the Integration User in Salesforce
Still on the Connected App page, click Manage → Manage Profiles (or Manage Permission Sets).
Select the profile / permission set that your Integration User uses, then Save.
Step 4: Add credentials in NEXT
In NEXT → Settings → Integrations → Salesforce, paste:
Field | Value |
Instance URL | e.g. |
Consumer Key | From step 2 |
Consumer Secret | From step 2 |
Click Connect. NEXT will fetch an access token with the Client Credentials grant and schedule the first nightly import.
Frequently Asked Questions
Q: How often does the sync run?
A: The import job starts once per day. Contact support if you need a different cadence.
Q: Can I trigger a manual sync?
A: Yes - click Run import now on the Salesforce integration card in NEXT. The job respects the same delta logic (only changed records are fetched).
Q: Does the integration write back to Salesforce?
A: Only Task objects created by NEXT automations. No Accounts or Opportunities are modified.
Still have questions? Reach out to NEXT Support - we’re happy to help!