How to Integrate Salesforce with BoldDesk | Installation and Configuration

Описание: Learn how to seamlessly integrate Salesforce with BoldDesk in this comprehensive tutorial. Discover step-by-step instructions for installing the Salesforce app, configuring field visibility, enabling ticket and contact synchronization, mapping statuses, and setting permissions. Empower your support agents with real-time access to Salesforce data directly within BoldDesk for a streamlined customer support experience!

BOOKMARK DETAILS
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[00:00] Introduction
[00:23] Install and configure Salesforce app
[01:22] Sync tickets
[01:52] View Salesforce data
[02:08] How ticket sync works


BOLDDESK 
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Product overview: https://www.bolddesk.com/features 

Integrate Salesforce: https://support.bolddesk.com/kb/artic...
Sync Tickets from BoldDesk to Salesforce: https://support.bolddesk.com/kb/artic...

Blog: https://www.bolddesk.com/blogs  
Get in touch: https://www.bolddesk.com/contact-us  

 

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