EMAIL VALIDATION INTEGRATION FOR SALESFORCE

The ZeroBounce Salesforce integration allows users to validate single or bulk email addresses directly within their CRM. Users can access the validation feature within their Contacts and Leads lists.

Integration requirements

To use this integration, you must have a valid Salesforce account. Then, you can find the ZeroBounce integration by searching for it through the Salesforce AppExchange. After adding the service, you must provide your ZeroBounce API key to establish the connection.

Important Note - Your Salesforce subscription or trial must be Enterprise or Unlimited.

This limitation exists as Salesforce does not provide users with API access at the Professional tier or lower. Users cannot set up the ZeroBounce API without this. Additionally, if you upgrade your Salesforce account today, the change doesn’t always instantly propagate, and Salesforce support may be required.

We ask customers to check their current Salesforce account plan by visiting their Account Settings, followed by Setup -> Company Information to find the Organization Edition.

After you add the ZeroBounce service, look for the tab at the top of your dashboard that reads "ZeroBounce Setting" Click this.

Follow this step-by-step process to set up your ZeroBounce Salesforce integration accurately.

This version is deprecated. We recommend upgrading to v1.39 or higher. Please refer to the documentation here in order to upgrade.

Steps to be completed after installing the ZeroBounce application

1. Create a Connected App, Auth. Provider, and Named Credentials.

a. Steps for creating a Connected App

  • - In Setup, navigate to Apps -> App Manager and click on “New Connected App” button.
  • - Name your app as Salesforce Auth
  • - Check the checkbox Enable OAuth Setting on the same page
  • - Specify a placeholder with any Callback URL (We will update this later)
  • - Under “Available OAuth Scopes” select:
    • Full Access (full)
    • Manage user data via APIs(api)
    • Perform request at any time (refresh_token, offline_access)

Note: The “Perform request at any time (refresh_token, offline_access)” is important to allow Named Credentials to refresh your access_token when the session expires.

  • - Make sure Required Secret for Web Server Flow and Required Secret Refresh Token Flow checkboxes are checked before saving.
  • - Click Save.
  • - You will see the message as in below image:
  • - Click Continue.
  • - After clicking Continue, you will see updated information as in below image:
  • - Scroll down, locate and click Manage Consumer Details.
  • - You will get Consumer Key and Consumer Secret.
  • - Make a note of Consumer key and Consumer Secret as we will require this shortly.

b. Steps for Creating an Auth. Provider

An authentication provider is utilized to facilitate the authentication with your Salesforce org.

  • - In Setup, navigate to Identity -> Auth. Providers and click "New".
  • - Select Salesforce as a Provider Type and Name it as Salesforce Auth.
  • - Paste the Consumer Key and Consumer Secret from the Connected App.
  • - Enter the Default Scopes as: api refresh_token.
  • After saving the Auth. Provider you will get a Callback URL. Scroll down on the same page to see.
  • - Copy callback URL
  • - Next, we need to update our Connected App with the correct Callback URL.
  • - Navigate back to the App Manager through Setup and look for the previously created Connected app: Salesforce Auth

C. a) Steps for Creating an External Credentials

Part 1

  • - In Setup, look for Named Credentials
  • - Go to External Credential tab, click "New”
  • - Enter label as Salesforce External Creds
  • - Enter name as Salesforce_External_Creds
  • - Select authentication protocol as OAuth 2.0
  • - Select Authentication flow type as Browser Flow
  • - Enter Scope as api refresh_token
  • - Select authentication provider as Salesforce Auth
  • - Click Save

C. b) Steps for creating a Named Credential.

  • - In Setup, look for Named Credentials -> go to Named Credential tab, Click "New"
  • - Enter Label as Salesforce Named Creds
  • - Enter Name as Salesforce_Named_Creds
  • - Enter your org’s URL and replace lightning.force.com with my.salesforce.com
  • - Enabled for callouts must be enabled. (This is for the organization using organization version Summer’23 and beyond.)
  • - In the drop down: External Credential select Salesforce External Creds
  • - Make Sure Generate Authorization Header, Allow formulas in HTTP Body checkboxes are checked.
  • - In Managed Package Access section, for Allowed Namespaces enter in “ZeroBounce”.
  • Check below image:

Note: If you are using Salesforce org which is on a version that of before Summer’ 23 there is no option for Enabled for Callouts. At this time just save it and follow the steps as we continue.

And If you are using Salesforce Summer’ 23 version then only proceed for Part 2 for: Steps for Creating Principal of an External Credential and Authenticate.

  • - Scroll down to Permission set Mappings sections and create a new permission set mapping.
  • - Click New
  • - Select the Permission Set as ZeroBounce Permissions
  • - Enter Sequence Number as 1
  • - Select Identity Type as Named Principal.
  • - Click Save
  • - Click the dropdown next to the newly created Permission Set mapping and click Authenticate.

*Note: If you are unable to login when redirected to login page after clicking Authenticate, go back to the already logged in page of your Salesforce org and copy url till force.com and replace login.salesforce.com with the copied URL.

For example: Replace https://login.salesforce.com/ with
https://zerobounce-dev-ed.lightning.force.com/ (this should be your org’s url).

Part 2

Steps for Creating Principal of an External Credential and its Authentication
*(Applicable only for Salesforce orgs which were created on or during Summer’ 23 release)

Follow all steps in Part 1 apart from permission set mapping, then follow the steps below:

  • - Now click on the created External Credentials
  • - In Principals section, click New.
  • - Enter any Parameter Name.
  • - Give Sequence Number as 1.
  • - Select Identity Type as Named Principal.
  • - Enter "api refresh_token" for Scope.
  • - Click Save.
  • - Click the dropdown next to the newly created Principal and click Authenticate.

*Note: If you are unable to login when redirected to login page after clicking Authenticate, go back to the already logged in page of your Salesforce org and copy url till force.com and replace login.salesforce.com with the copied URL.

For example: Replace https://login.salesforce.com/ with https://zerobounce-dev-ed.lightning.force.com/ (this should be your org’s url).

From Setup, enter Permission Sets in the Quick Find box.

  • - Click New.
  • - Enter a Label for the Permission Set.
  • - Click Save.
  • - After Saving, click External Credential Principal Access.
  • - Click Edit and add your principal record from Available External Credential Principals which you have created in External Creds previously.
  • - Click Save.
  • - After Saving, click on Manage Assignments
  • - Click on Add Assignment.
  • - Select the users to whom this permission set needs to be assigned. Click Next.
  • - Click Assign.
  • - Click Done.

---END OF PART 2---

Note: Users can follow all steps until Part2 and then move forward with next steps. Or Complete Part 2 as per their org version and then continue with steps below.

This version is deprecated. We recommend upgrading to v1.39 or higher. Please refer to the documentation here in order to upgrade.

2. Assign ZeroBounce Permissions: Permission Set

  • - From Setup, enter Permission Sets in the Quick Find box.
  • - Click ZeroBounce Permissions set.
  • - Click on Manage Assignment
  • - Click on Add Assignment
  • - Select the user you want to assign and click Next
  • - Scroll down and click Assign.

Note: After assigning the permission set, verify the required permissions in the "ZeroBounce Permissions" permission set.

  • - From Setup, enter Permission Sets in the Quick Find box.
  • - Click ZeroBounce Permissions set.
  • - Click Object Settings.
  • - Search for Contact.
  • - Click Contact.
  • Now, verify the permissions for "Read," "Create," and "Edit" in the "Object Permissions" section.
  • Also, look for the Field Permissions for "Email”, “Active In Days," "IsEmail Status Validated," "ZeroBounce Status," and "ZeroBounce sub_status" fields.
  • If any of the above permissions are unchecked/disabled, then assign those permissions manually through creating new permission set or from profile as per your business requirement and repeat the above steps for the "Lead" object.

This version is deprecated. We recommend upgrading to v1.39 or higher. Please refer to the documentation here in order to upgrade.

3. Create Remote Site and Custom settings:

Please enter the below links in their respective fields on the configuration page.

a. ZeroBounce_GetCredits_API_URL.
->https://api.zerobounce.net/v2/getcredits ( Enter ZeroBounce EndPoint URL for Get Credits Balance)

b. U.S.A. ZeroBounce_GetCredits_API_URL.*
->https://api-us.zerobounce.net/v2/getcredits ( Enter ZeroBounce EndPoint URL for Get Credits Balance)

c. ZeroBounce_Single_Email_API_URL.
->https://api.zerobounce.net/v2/validate ( Enter ZeroBounce EndPoint URL for single Email)

d. U.S.A. ZeroBounce_Single_Email_API_URL.*
->https://api-us.zerobounce.net/v2/validate ( Enter ZeroBounce EndPoint URL for single Email)

e. ZeroBounce_Batch_Email_API_URL.
->https://bulkapi.zerobounce.net/v2/validatebatch ( Enter ZeroBounce EndPoint URL for batch Email)

f. ZeroBounce_Single_Activity_Data_URL.
->https://api.zerobounce.net/v2/activity ( Enter ZeroBounce EndPoint URL for Activity Data)

g. U.S.A. ZeroBounce_Single_Activity_Data_URL.*
->https://api-us.zerobounce.net/v2/activity ( Enter ZeroBounce EndPoint URL for Activity Data)

Note: Switching on the Validate Contact/Lead's Email Automatically will validate all emails on record creation or on email update on any of the Lead/contact's record.

*This endpoint uses servers located within the United States. By utilizing this endpoint, you acknowledge and consent to your data being processed on servers in the United States.

This version is deprecated. We recommend upgrading to v1.39 or higher. Please refer to the documentation here in order to upgrade.

4. Verify API KEY and Get Credit Balance

  • Please enter the API KEY and click ‘Verify API Key’.
  • - After Clicking the ‘Verify API Key’ we will get a message “ Api Key verified Successfully“.

This version is deprecated. We recommend upgrading to v1.39 or higher. Please refer to the documentation here in order to upgrade.

5. Add Buttons

Add ‘ZeroBounce Status’, ‘ZeroBounce Sub Status’ , ‘IsEmail Status Validated’ and ‘Active In Days’ fields on Contact and Lead Page Layouts.

  • - Go to the Object manager through set up.
  • - Look for Contact in the search bar.
  • - Click Contact Object.
  • - Click Page Layouts.
  • - Select desired page layout.
  • - In the grey panel select fields.
  • - Search for the above-mentioned fields and drag and drop them in the details section.
    Repeat above steps for Lead object as well.

Add ‘Validate Email’, ‘Check Email Activity’ Buttons on record Page.

  • - In the page layouts window, click on Mobile and Lightning Actions.
  • - Search for the Validate Email and Check Email Activity button.
  • - Drag and drop it on a green highlighted section.
  • - Click on Save

Add ‘Validate All’ ,‘Validate Selected’, ‘Selected Activity Data’ and ’All Activity Data’ buttons in the list view page from Available Buttons to Selected Buttons.

  • - In object manager, while viewing the object: Lead/ Contact, Click List View Button Layout.
  • - Click the drop down next to List view.
  • - From the Available Buttons move the Validate All, Validate Selected, Selected Activity Data and All Activity Data button to Selected Buttons section.
  • - Click on Save.

Hurray!!! You are now ready to use the ZeroBounce Email Validator in your Salesforce Org.

This version is deprecated. We recommend upgrading to v1.39 or higher. Please refer to the documentation here in order to upgrade.

6. Steps to use the ZeroBounce functionality:

1-Steps to Validate Email Automatically
For Validating emails automatically,

  • - Go to Step 3 (Remote site and Custom settings).
  • - Enable the setting Validate Contact/Lead's Email Automatically.
  • - Click on Save.

*Note: Switching on the validate Contact/ Lead's emails automatically will validate all emails on record creation or on email update on any of the Lead/contact's record.

  • Go to Contacts/Leads through app launcher or locate the object's tab in the menu at the top and click New for creating a new record.
  • Give any email for this record and click on Save.
  • As soon as the record is created, your email will be validated automatically and you can see that, the fields ZeroBounce Status, ZeroBounce sub_status and Is Email Status Validated checkbox are auto-populated.
  • Update email of this record.
  • Note: ZeroBounce Status and ZeroBounce sub_status fields are updated.

2- Steps to Validate Emails Manually

Go to Contacts/Leads through app launcher or locate the object's tab in the menu at the top.

  • A - To validate single email
  • - Open any contact record from the available records.
  • - Click on Validate Email.
  • - A pop-up message will appear showing a successful validation message.
  • Note: IsEmail Validated checkbox is checked and ZeroBounce Status is received as Catch – All/Valid/ Invalid.
  • B - To validate multiple Email’s in one go
  • - Select multiple records from a list of Contacts/Leads by checking the checkbox against record names.
  • - Click on Validate Selected
  • Note: IsEmail Validated is checked and ZeroBounce Status is received for selected records.
  • C - To validate all the records in any list of records (Contact/Leads)
  • - Go to a Contact/Lead’s list view.
  • - Click on Validate All
  • D - For monitoring the progress of the validation process:
  • -> Click on View Progress
  • Notice here, you can see progress percentage of batches which are to fetch validation status for list of records.
  • Note: IsEmail Validated is checked and ZeroBounce Status is received for all the records of this list view.

3- Steps to use ZeroBounce Activity Data functionality

Go to Contacts/Leads through app launcher or locate the object's tab in the menu at the top.

  • A – To fetch single record’s activity data
  • - Open any contact record from the available records.
  • - Click on Check Email Activity.
  • - A pop-up message will appear showing result of Activity Data.
  • Note: Active in Days Field is Updated.
  • B- To fetch multiple record’s Activity Data in one go
  • Select multiple records from a list of Contacts/Leads by checking the checkbox against record names.
  • Click on Selected Activity Data
  • Note: Active In Days field updated for selected records
  • C- To fetch activity data for all record’s from any list view of(Contact/Lead)
  • Go to a Contact/Lead’s list view.
  • Click on All Activity Data.
  • D) For monitoring the progress of the Activity Data process:
  • -> Click on View Progress from a list view of either Contacts/ Leads.
  • Notice here, you can see progress percentage of the number of validated Records against the total number of records.
  • Note: Active In Days Field Updated for all the records of this list view.

  • NOTE: If you are mass inserting records in the system, only first 2000 records will get validated if your automatic validating is active in ZeroBounce Settings page. This is a limitation at our end.
  • A workaround would be to then create a list view, and validate the remaining records. Or, you can turn off the Automatic validation toggle button on the settings page, and validate all the records through a list view using Validate All button.

This version is deprecated. We recommend upgrading to v1.39 or higher. Please refer to the documentation here in order to upgrade.