The (CE) integration with Salesforce simplifies connecting with new leads using CE. You can link a Salesforce report directly to a CE campaign. This setup automatically checks for new leads and adds them for you, reducing manual effort and giving you more time to focus on important tasks.
For additional details refer to CE – Salesforce Integration Details and Requirements.
You can also use a Salesforce sandbox if you want to test the functionality. The following instructions cover both active, production account and sandbox account installations.
Prerequisites
To integrate with CE, your Salesforce account must have certain permissions. Refer to CE – Salesforce Integration Details and Requirements and CE – Salesforce Object Integration Permissions. Also refer to the Salesforce user permissions documentation.
Step 1: Configure CE settings
Before connecting a Salesforce report, ensure your CE team or Administrator has already:
Step 2: Connect CE to Salesforce
In CE, go to Account Settings > Integrations.
Locate the Salesforce OR the Salesforce Sandbox tile and select Not Connected.
Log in with the desired Salesforce account and connect. Refer to Connect Salesforce to CE using OAuth.
Salesforce recommends you set up a separate API User for granting access.
Step 3: Install CE packages into Salesforce
On June 10, 2025 CE released a new package on the Salesforce App Exchange. Step 3a has the instructions for that scenario. Step 3b has the previous instructions.
Step 3a: Post-June 10 for new customers: install package from the Salesforce App Exchange
The CE package, 6sense Conversational Email, is available in the App Exchange.
Step 3b: Pre-June 10 for existing customers: install two CE packages into Salesforce
There are two 6sense CE packages to install, either as a standard, active account installation or to a sandbox.
Make sure you download and install the correct packages.
For details about the package contents, refer to CE – Salesforce Integration Details and Requirements.
Install standard active account installation packages
Standard installation packages:
Active account Package #1
Install Sandbox installation packages
If you want to install the CE packages to a Salesforce sandbox instead of an active Salesforce account, follow the same steps as above, but in the Salesforce sandbox install these different packages:
Step 4: Set up a Salesforce report
Set up a valid Salesforce report. Refer to the Salesforce Report documentation.
For details about the supported report types, refer to CE – Salesforce Integration Details and Requirements.
If you don’t see 6sense supported report types in the search list, go to Setup > Report Types > Add new custom report type.
For more information see the Salesforce Report documentation.
Step 5: Connect Your Report to a CE Campaign
After you set up your Salesforce report, connect it to a CE campaign:
In CE, go to the Campaign you wish to connect.
In the campaign, select the Integrations tab.
Select Set Up Auto Enrollment.
Select the Salesforce Report to connect.
Preview the AI email agent’s introductory emails with sample data from the report.
Each report can only be connected to one CE campaign. If your report is already connected, CE displays the error “We can’t enroll this report. The report is already being used in another campaign”. Please select another report, or create a new report for the campaign.
Step 6: Review your leads and campaigns
The leads from the Salesforce report are enrolled automatically in the selected CE campaign and reflected in the campaign’s Report Records.
You can turn off the auto enrollment anytime in the Integration Settings.
To review all leads imported and enrolled, go to Enrollment History.
You can also download a file of leads with import error to re-import them through our CSV.
Step 7 (optional): Let CE push updates to Salesforce
If you would like CE to send conversation statuses and emails sent/received by the AI email agent to Salesforce, toggle on the option in Sync Settings. This setting is on by default.
When the toggle is on, CE sends:
Conversation statuses to the custom CE Status field in Salesforce that you previously installed in Step 3. Refer to CE Conversation Statuses.
Emails sent and received are recorded in Salesforce Task objects. The Task Type list must be visible and accept the value “Email” for this to be successful.
When the AI email agent marks a lead as “Do Not Contact”, CE can also send this information to Salesforce. Refer to Sync Do Not Contact Records Between Salesforce and CE.
After you’ve completed the previous steps, the AI email agent engages with the leads from your campaigns and starts the conversations.