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Overview: Integrating Salesforce with CustomerSuccessBox

Overview

CustomerSuccessBox integrates with Salesforce to facilitate an exchange of data between CustomerSuccessBox Account and Salesforce Account. Both platforms integrate with each other to achieve this.

Why should I integrate with Salesforce?

  • Create and/or manage Account, User, and Subscriptions in CustomerSuccessBox from Salesforce
  • Get CustomerSuccessBox Account overview directly on Salesforce Account
  • Sync tasks, notes, and events/logs between Salesforce Account and CustomerSuccessBox Account
  • Create Segments and generate Alerts for accounts in CustomerSuccessBox on the basis of pre-existing data in Salesforce
  • Facilitate Salesforce workflows on the basis of curated metrics and data points maintained in CustomerSuccessBox
  • Leverage Salesforce reporting to track activities happening in CustomerSuccessBox

Integration use cases

Integration
Authentication
Sync 
Availability
Pull in new accounts, new Closed Won opportunities (as Subscriptions), and new contacts from Salesforce.
Salesforce OAuth from Settings > Integrations in CustomerSuccessBox
One time Import
OR
Daily
Yes
Update CustomerSuccessBox Account attribute(s) User attribute(s), and/or 'Customer Success Manager' treating Salesforce field value as the source-of-truth
Salesforce OAuth from Settings > Integrations in CustomerSuccessBox
Daily
Yes
Show Health dimensions with global attributes for a CustomerSuccessBox account in Salesforce Account
CustomerSuccessBox Domain and Secret key in CustomerSuccessBox's AppExchange Application
View in real-time
Customer Success Box app / Limited Availability
Sync Task, notes, and logs from CustomerSuccessBox Account to Salesforce Account
Salesforce OAuth from Settings > Integrations in CustomerSuccessBox
Real-time (up to 2 min delay)
Customer Success Box app / Limited Availability
Sync Task, notes, and events from Salesforce Account to CustomerSuccessBox Account
CustomerSuccessBox Domain and Secret key in CustomerSuccessBox's AppExchange Application
Real-time (up to 2 min delay)
Customer Success Box app / Limited Availability
Sync CustomerSuccessBox Account (curated attributes and data points) to CustomerSuccessBox custom object in Salesforce treating CustomerSuccessBox Account attribute values as source-of-truth.

CustomerSuccessBox Account is linked as a parent of Salesforce Account to which it is mapped.
CustomerSuccessBox Domain and Secret key in CustomerSuccessBox's AppExchange Application
Daily
Customer Success Box app / Limited Availability

Installation and Authorizing access

For installation and authorizing access, refer to this support article.

Prerequisites

For pre-requisites, refer to this support article.

Contact Us

In most cases, you would have a dedicated Customer Success Manager who will be your point-of-contact for any queries or assistance. You may also,

  1. Initiate a chat directly from within CustomerSuccessBox. Use chat option from the Chat icon in the left side navigation bar
  2. Create a conversation from here
  3. Send an email to support@customersuccessbox.com
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  1. Anadi Raj Tiwari

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