Salesforce

This app lets you bring in all the details and info about your customers that you have in your Salesforce CRM, into your Freshdesk account for ease-of-use.

Install available only on Desktop

Published by Freshdesk
over 2 years ago

in CRM

Help and Supportsupport@freshdesk.com https://support.freshdesk.com/support/solutions/articles/18585-the-salesforce-app-part-1-create-tickets-access-contact-details

Salesforce

This app lets you bring in all the details and info about your customers that you have in your Salesforce CRM, into your Freshdesk account for ease-of-use.

					        	For businesses using Salesforce (for sales) and Freshdesk (for support), most of their customer details such as plan, revenue, LTV, Geo, account owner, title, billing etc are stored in Salesforce, support reps find it hard to switch between tools to get the required info while resolving customer issues. Salesforce app saves the time and effort of the support reps, by automatically bringing the customer's contextual data stored in Salesforce right into Freshdesk. 

What kind of Salesforce data can be viewed in Freshdesk?

Lead, Contact, Account, and Opportunity objects data that matches with the ticket requestor info

How does it work? 

It automatically fetches the  customer info  who has raised the ticket in Freshdesk and does a smart search in salesforce to show the relevant info (Lead, Contact, Account, and Opportunity) in Freshdesk's  ticket and contact detail pages
					        	
							1) Authenticate Freshdesk app in Salesforce 
2) Select fields that you want your support reps to have it handy while resolving tickets in each object - Lead, Contact, Account, and Opportunity 
3) Click save to install the app 

Its all done now. Go to ticket/contact detail page to seamlessly view your customer's data stored in Salesforce right into Freshdesk.
							

Log in to install app

Enter your helpdesk URL to proceed to login

Proceed