Salesforce Plus

Integrating Salesforce Plus with Freshdesk enables you to view customer information from Salesforce on your Freshdesk ticket and vice versa. You can also sync contact and account information between Salesforce and Freshdesk.

Install available only on Desktop

Published by Freshdesk
almost 2 years ago

in CRM

Help and Supportsupport@freshdesk.com https://support.freshdesk.com

Salesforce Plus

Integrating Salesforce Plus with Freshdesk enables you to view customer information from Salesforce on your Freshdesk ticket and vice versa. You can also sync contact and account information between Salesforce and Freshdesk.

					        	The following features are available with Salesforce Plus App:  

Salesforce Sync:

With Salesforce Plus, you can sync salesforce contacts and company information with Freshdesk and vice-versa. With the help of Master source of data feature, you can choose between Salesforce and Freshdesk to be the master or slave for data sync. Apart from default field mapping, you can also map contact and company fields including custom fields. 

Field Visibility: 

With the the previous Salesforce App,  you can view Contact, Lead, Account fields, and Opportunity fields. As an enhancement with Salesforce Plus, you can also enable contract and order fields that can be viewed in the Salesforce requester information in the Ticket Details page. You can view the latest five entries of the contract and order information.

Please note that this app is not compatible with Salesforce Lightning.
					        	
							App Installation

Note: If you are currently using the Salesforce App with opportunities to link and want to migrate to Salesforce Plus, first install Salesforce Plus before uninstalling the Salesforce App. 

Follow these steps to install Salesforce Plus:
1. Go to Admin → Apps → Get More Apps → Salesforce Plus.
2. Click on Buy Now.
3. Enter your credentials to authorize Freshdesk to connect to your Salesforce account. Once the installation is complete, you will be redirected to the app configuration page.

For app configuration setting instructions, refer The Salesforce Plus App solution article - https://support.freshdesk.com/solution/articles/224042-the-salesforce-app-for-v2
							

Help and Supportsupport@freshdesk.com https://support.freshdesk.com

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