Course Exercise: Build a Secure Salesforce Customer Portal with OTP

Now that your app can capture leads and create cases in Salesforce, the next step is to let your customers view their submissions securely. In this exercise, you will use Noca AI’s prompt-driven builder to generate a login system, configure secure One-Time Password (OTP) authentication, and build a private cases page that dynamically pulls data from Salesforce.

Step 1: Generate the Pages and Navigation Using Prompts

1. Open your project workspace and locate the AI prompt bar.

2. Enter this exact instruction:
   “Create two new pages in my app: a login page (named Login) and a cases page (named Cases) containing a list of cases in a table. Then, add a link to log in at the bottom of the contact page.”

3. Allow the AI to generate the page layouts, structures, and links automatically.

Step 2: Configure the Login Verification Event

Navigate to your newly created Login page.

1. Navigate to your newly created Login page.

2. Go to the Events tab on the right panel and create a new On Click event for your login submission button (e.g., “Continue”).

• Add a Salesforce action node to the canvas:
  • Select an Action: Choose Read (Object Read).

  • Select an Object: Choose Contact

  • Click Insert Node.

• Set up the lookup condition in the properties panel:
  • Condition: Set Email equal to the Login Page Email input field.

• Add a conditional branch node (If statement) immediately after the Salesforce action:

  • Condition: Read Contact – System Fields – Has Results is equal to True.

• Add an API Response node to the True path of your condition:
  • Response Type: Choose JSON.
  • Key-Value Pair: Map “contact_id” as the key and select the returned Contact ID from the Salesforce Read node as the value.
• Click Go Live on the event flow, close the canvas, and click Save to apply the backend changes.

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3. Click Insert Node to lock your Salesforce data extraction step onto the canvas.

Step 3: Connect and Configure Your Monday.com Node

Now, hook up your destination project management system to receive the incoming CRM fields.

1. Click the downstream + icon immediately following your Salesforce Read block.

2. Search the app catalog drawer for Monday.com, select it, and click Next.

3. In the properties dashboard on the right, define your target workspace variables:

   • Action Configuration: Set to Create an Item.

   • Board Selector: Choose your primary workspace board (e.g., Contacts).

Step 4: Map Your Core and Optional Data Fields

With both systems on the canvas, use your Data Kit to cross-map matching field parameters.

1. Locate the Item Name text field required by Monday.com.

2. Slide open your left-hand Data Kit explorer drawer to see all the data fields exposed by your Salesforce node.

3. Drag the Salesforce Account Name variable bubble across the canvas space and drop it directly into Monday’s Item Name input slot.

4. To add contact details, click the Add Fields button at the bottom of the Monday properties layout drawer.

5. Check the boxes to expose the optional Email and Phone Number data columns.

6. Return to your left-hand Data Kit, locate the matching Salesforce attributes, and drag the Email and Phone bubbles into their corresponding Monday configuration slots.

Step 5: Save and Test Your Integration Pipeline

1. Verify that your core text blocks and communication mapping values match perfectly.

2. Click Insert Node at the base of the properties drawer to finalize your canvas timeline configuration.

💡 The Result: Your automation pipeline is officially complete! When executed, Noca automatically queries your designated Salesforce Account, extracts the name, email, and phone fields, and instantly creates a matching item row over on your Monday board—completely on autopilot.

Key Takeaways

• Platform Alignment: Chaining read nodes directly into creation blocks lets you sync independent ecosystems without needing third-party integration software.

• Granular Field Mapping: The Data Kit side-drawer lets you drag and drop specific CRM fields directly into your project management boards, giving you complete control over your data structures.

Outstanding work completing this complete operational exercise! You are now fully prepared to map multi-app synchronization pipelines across the entire Noca Flow ecosystem. Keep up the brilliant momentum!