Need of Salesforce integration
The Salesforce integration helps the support teams to view customer centric data visibility in BoldDesk.
View the Salesforce object inside BoldDesk
The ticket requestor information from Salesforce is displayed on the ticket detail page when they are matched with an email address. On the ticket detail page, the following Salesforce objects are available,
- Contact
- Lead
- Account
- Opportunity
Role-based permissions for the Salesforce app
The administrator can control which users can see the Salesforce app on the ticket details page depending on their roles and responsibilities (role-based permissions).
For example, if you want your sales team to see this app, you can define specific roles for them.
For more information on how to Get Started
with the salesforce integration
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Easy setup
Free 15-day trial
No credit card required
Easy setup
