How to Integrate Salesforce with BoldDesk | Installation and Configuration
Автор: BoldDesk
Загружено: 2025-10-08
Просмотров: 19
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
SUBSCRIBE
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BoldDesk on YouTube: / @bolddesk
SOCIAL COMMUNITIES
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Facebook: / bolddeskapp
X: / bolddesk
LinkedIn: /
Instagram: / bolddeskofficial
#helpdesk #SalesforceIntegration #BoldDesk #Salesforce #Integration #CustomerSupport #crmimplementation #WorkflowAutomation #aiagents #aichatbot #chatai #integrations #customercare #customerservice
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