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Integrate with Salesforce

Ronny avatar
Written by Ronny
Updated this week

Quick start

Connect Salesforce in Settings → Integrations → Salesforce → Connect. NEXT AI then imports Accounts & Opportunities daily (delta sync) and, 1) let's you slice and dice your customer intelligence by customer, segment, ARR, etc and, when your automations fire (e.g., “Store summary of the last customer call”), creates Salesforce Tasks linked to the right Account—so insights and follow-ups live where your GTM teams work.

Why integrate with Salesforce?

Salesforce is the CRM system of record for many revenue teams. Syncing Accounts/Opportunities with customer insights in NEXT AI let you identify the ARR associated with a key customer ask, surface insights by segment, and pinpoint churn drivers.

  • One source of truth - Accounts and opportunities created or updated in Salesforce flow into NEXT AI automatically, keeping insights 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.

What the integration does

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 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

  1. In Salesforce, open Setup → Users → New.

  2. Assign any profile that has API Enabled and read access to Accounts and Opportunities.

  3. [If you want to use NEXT automations] Make sure the profile (or a Permission Set) also grants Create on Tasks

  4. Click Save

Step 2: Create a Connected App in Salesforce

  1. Go to Setup → App ManagerNew Connected App.

  2. Fill in the basic information (App Name, Contact Email, etc.).

  3. 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).

  4. Save

  5. Salesforce will display a Consumer Key and Consumer Secret—copy both; you’ll paste them into NEXT AI in step 4.

⚠️ Provisioning a new Connected App can take up to 10 minutes.

Step 3: Authorize the Integration User in Salesforce

  1. Still on the Connected App page, click ManageManage Profiles (or Manage Permission Sets).

  2. Select the profile / permission set that your Integration User uses, then Save.

Step 4: Add credentials in NEXT

In NEXT AI → Settings → Integrations → Salesforce, paste:

Field

Value

Instance URL

e.g. https://company.my.salesforce.com (or your MyDomain if applicable)

Consumer Key

From step 2

Consumer Secret

From step 2

Click Connect. NEXT AI will fetch an access token with the Client Credentials grant and schedule the first nightly import.

Troubleshooting

  • Required to create Tasks” errors — ensure the Integration User has Create on Task and is pre-authorized for the Connected App.

  • Invalid client / unauthorized — confirm Client Credentials is enabled on the Connected App and you pasted the correct key/secret.

  • Wrong org/URL — use your My Domain instance URL (prod vs. sandbox differ).

  • API limits — heavy backfills or frequent manual runs count toward org API request limits (rolling 24-hour). Allow for backoff if you approach limits.

FAQ

Q: What exactly does NEXT AI write into Salesforce?

Only Task objects created by automations (e.g., “Store summary of the last customer call”), linked to the correct Account and including a link back to the NEXT AI insight. Accounts/Opportunities are not modified.

Q: How often does the sync run?

The import job starts once per day. Contact support if you need a different cadence.

Q: Can I trigger a manual sync?

Yes - click Run import now on the Salesforce integration card in NEXT Ai. The job respects the same delta logic (only changed records are fetched).

Q: Which permissions does the Integration User need?

Profile or perm set with API Enabled, read on Account/Opportunity, and create on Task (if you want automation-created Tasks). Assign the user to the Connected App.

Q: Does the integration write back to Salesforce?

Only Task objects created by NEXT AI automations. No Accounts or Opportunities are modified.

Q: What do I put in “Instance URL” in NEXT AI?

Your org’s My Domain URL (e.g., https://yourdomain.my.salesforce.com; sandboxes use yourdomain--sandbox.my.salesforce.com).

Q: Does the OAuth flow require user prompts?

No—NEXT AI uses Salesforce’s OAuth 2.0 Client Credentials flow (server-to-server) to obtain a token with your Connected App key/secret.

Q: Could API limits stop an import?

If your org approaches its 24-hour API limit, Salesforce may throttle further calls. Stagger manual runs and consider purchasing higher limits if needed.

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