Why This Matters
To act as a digital teammate, your Cora agent needs access to your CRM to:
Read account, contact, and opportunity data to personalize workflows
Write follow-ups, updates, and escalations directly to the right records
Automate playbooks based on fields like owner, stage, or risk signals
Keep your GTM team in the loop without manual data entry
✅ Integration Requirements
To integrate with Salesforce, you’ll need:
A dedicated Salesforce user account for Cora (aka "Integration User")
Admin access to complete a one-time OAuth authorization
API permissions to the relevant objects (Accounts, Contacts, Opportunities, Tasks, etc.)
Step-by-Step Setup
Step 1: Provision a Cora Salesforce User
Ask your Salesforce admin to create a user with:
Username: [email protected] (or similar)
First name: Cora
Last name: Assistant
Profile Type: Integration User
License: Salesforce or Salesforce Platform
Permissions:
Read access to: Accounts, Contacts, Opportunities, and relevant custom objects
Read + Write access to: Tasks, Activity History, Notes, and any logging objects
API Enabled permission
Step 2: Connect Salesforce via OAuth
To complete the integration:
Log into the Cora Admin Dashboard (access will be provided)
Go to Integrations > Salesforce
Click “Connect Salesforce”
Log in using the Cora-dedicated Salesforce user credentials
Approve the requested permissions and authorize the app
Step 3: Confirm Access & Mapping
Once connected, your Cora implementation team will:
Run a test sync to confirm API access
Map your key fields (e.g., Account Stage, Segment, Owner)
Configure any custom object support
Set up behavior for logging Cora actions (e.g., tasks, notes, field updates)
🔒 Security & Best Practices
Auditability: All actions Cora takes in Salesforce will show as performed by the Cora user
Scoping: Cora only accesses records and fields needed for your workflows
Revocability: You can revoke access at any time from Salesforce > Setup > Connected Apps
Compliance: Cora follows SOC 2 controls and encrypts all customer data in transit and at rest
FAQs
Does Cora write data into Salesforce?
Yes. Cora can log tasks, add notes, create records, and update fields based on your configuration.
Can we restrict what objects or fields Cora sees?
Absolutely. We’ll configure field-level and object-level access based on your internal policies and use cases.
Can we reuse an existing admin user?
We strongly recommend creating a dedicated integration user for Cora to maintain clean audit trails and tighter permissions.
What license do we need?
A Salesforce or Salesforce Platform license with API access is sufficient.