> For the complete documentation index, see [llms.txt](https://nationgraph.gitbook.io/nationgraph/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://nationgraph.gitbook.io/nationgraph/help-center/readme/integration-overview/crm-integrations/salesforce-integration.md).

# Salesforce Integration

Click this link to watch [video](https://screen.studio/share/lbR29e27)

{% embed url="<https://screen.studio/share/lbR29e27>" %}
Quick Salesforce Tutorial 101
{% endembed %}

### Salesforce Integration

Connect your NationGraph organization directly to Salesforce with just one click. Your team can sync Signals, push contacts, and manage CRM actions without leaving NationGraph.

{% hint style="success" %}
**Easy, Minimal Configuration Flow**

Connect your organization to Salesforce in seconds with our streamlined Package Installer + OAuth flow.
{% endhint %}

{% hint style="success" %}
**Signals Sync**

Full integration with Signals is now live. Push and sync in real-time.
{% endhint %}

{% hint style="info" %}
You can connect Salesforce alongside HubSpot if your organization uses both systems.
{% endhint %}

{% hint style="warning" %}
**Workspaces Sync** *(Coming soon)*

Sync your Workspaces data directly to Salesforce — launching soon!
{% endhint %}

### Connect to Salesforce

{% stepper %}
{% step %}

#### Step 1: Navigate to Integrations

In NationGraph:

* Log in to your NationGraph account.
* Go to **Settings**.
* Click **Integrations**.
* Select **Connect Salesforce**.
  {% endstep %}

{% step %}

#### Step 2: Install the NationGraph Salesforce package

Click to install the NationGraph native Salesforce package.

You’ll be prompted to log in to Salesforce.
{% endstep %}

{% step %}

#### Step 3: Install for all users

On the Salesforce install screen:

1. Select **Install for All Users**.
2. Acknowledge the terms.
3. Click **Upgrade/Install**.

Install typically takes **15–45 seconds**.
{% endstep %}

{% step %}

#### Ensure "All Users" is selected

<figure><img src="/files/UlZWN0ZUmrKzBKM8p5N1" alt=""><figcaption></figcaption></figure>

This is required for the integration to work for your org.
{% endstep %}

{% step %}

#### Step 4: Complete the connection

After the package installs, Salesforce may redirect you back to Salesforce.

Switch back to NationGraph, then click **Install and Connect to Salesforce** (if prompted).

{% hint style="info" %}
There can be a **15–30 second** lag before the connection fully activates.
{% endhint %}
{% endstep %}

{% step %}

#### Confirm connection

After connecting, you’ll be redirected to the **Territory Definition** screen.

Go to **Integrations** to confirm Salesforce shows as **Connected**.
{% endstep %}

{% step %}

#### Step 5: Fetch and map Salesforce accounts

1. Click **Get Started**.
2. Select **Fetch All Accounts**.
3. Map your Salesforce fields to NationGraph fields.

Recommended mappings:

* **Domain** (highly recommended for best accuracy)
* State
* City
* Any other relevant fields

{% hint style="warning" %}
Mapping **Domain** significantly improves match accuracy. If your CRM has domains, map them.
{% endhint %}
{% endstep %}

{% step %}

#### Step 6: Match accounts

1. Click **Start Search**.
2. NationGraph will begin matching your Salesforce companies.
3. If multiple matches appear, select the correct one.
4. If none apply, mark the record as **Garbage**.

Review all mappings before saving.
{% endstep %}

{% step %}

#### Save mappings

Click **Save Mappings** when you’re satisfied.

Your Salesforce accounts are now mapped inside NationGraph.
{% endstep %}
{% endstepper %}

### Part 2: How to connect and use Salesforce with NationGraph

This flow helps you take action in Salesforce without creating duplicates.

{% embed url="<https://www.loom.com/share/3d93ab8813e84fa6b675d21a27ab5774>" %}

#### 1) Link an institution to Salesforce

{% stepper %}
{% step %}
**Open the institution**

In NationGraph, open the institution you want to connect.

If you see **Link**, it’s not connected yet.
{% endstep %}

{% step %}
**Search Salesforce first**

Click **Link**, then use **Search Salesforce** to check if the account already exists.

Search by:

* Name
* Domain
* City
* Keywords
  {% endstep %}

{% step %}
**Create the account if no match exists**

If it does not exist in Salesforce:

1. Select the correct account type(s).
2. Assign an owner.
3. Create the account in Salesforce.

Once linked, **Link** changes to **CRM**.
{% endstep %}
{% endstepper %}

#### 2) Push data to Salesforce

After linking, click **CRM** to:

* Push notes
* Create tasks
* Add leads
* Post updates in the Salesforce account record

Click this link to watch [video](https://screen.studio/share/F9hc9NHs)

{% embed url="<https://screen.studio/share/F9hc9NHs>" %}

#### 3) Manage and push contacts

1. Open the institution.
2. Go to **Contacts**.

From there you can:

* View contacts already in Salesforce.
* Push new **bounce-verified** contacts to Salesforce.

If a contact already exists in Salesforce, you won’t see **Push**.

#### 4) Send outreach and log activity

When you generate an outreach email, you can:

* Push the email to Salesforce
* Automatically set a task
* Open in Outlook/Gmail
* Copy/paste into another email platform

{% hint style="success" %}
Key benefit: Action NationGraph Signals inside Salesforce, without duplicate accounts or contacts.
{% endhint %}


---

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