Integrations
Salesforce

Salesforce

Connect Salesforce to Customerscore to sync CRM data, accounts, and contacts.

This guide walks you through how to connect Salesforce to Customerscore using one of two supported authentication methods:

  • Username, Password & Security Token
  • Connected App (OAuth 2.0 – Client Credentials)

Choose the option that best fits your organization's security and compliance requirements.

Option 1: Username, Password & Security Token

This method is simple to set up and works well for quick integrations or testing environments.

Step 1: Get Your Salesforce Security Token

If you don't already have a security token:

  1. Log in to Salesforce
  2. Click your profile avatar in the top-right corner
  3. Select Settings
  4. In the left-hand menu, go to Reset My Security Token
  5. Click Reset Security Token
  6. Salesforce will email your new security token to you

Step 2: Enter Credentials in Customerscore

  1. Log in to Customerscore
  2. Go to Settings → Providers
  3. Select Salesforce
  4. Choose Security Token with Username & Password as the authentication type
  5. Enter the following:
    • Salesforce Username
    • Salesforce Password
    • Salesforce Security Token
  6. Click Connect

Option 2: Connected App (OAuth 2.0 – Client Credentials)

This method is recommended for production environments and organizations with stricter security policies.

Step 1: Create a Connected App in Salesforce

Create a Salesforce Connected App by following Salesforce's official documentation:

Follow the Salesforce manual to configure OAuth settings according to your organization's security requirements.

Use a dedicated integration user and grant access only to Accounts and Contacts.

Step 2: Get Client Credentials

From the Connected App details page, copy:

  • Consumer Key (Client ID)
  • Consumer Secret (Client Secret)

Step 3: Enter Credentials in Customerscore

  1. Log in to Customerscore
  2. Go to Settings → Providers
  3. Select Salesforce
  4. Choose Connected App OAuth 2.0 Client Credentials as the authentication type
  5. Enter:
    • Domain
    • Consumer Key
    • Consumer Secret
  6. Click Connect

What Happens Next?

Once we receive all the required information, we'll begin integrating your Salesforce account with the Customerscore app.

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