Start a conversation

Installation, configuration and authorizing access

Salesforce OAuth authorization in CustomerSuccessBox

Follow the steps below to authorize CustomerSuccessBox access to Salesforce using OAuth

  1. Log-in to your CustomerSuccessBox instance 
  2. Navigate to the Integrations Hub from Settings > Integrations
  3. Find and click on Salesforce in the Integrations Hub and click Authorize
  4. You will be redirected to the Salesforce authorization page. Scroll down and click Authorize Access

Required oAuth Salesforce user permission set

Salesforce Object
Read
Write *
Salesforce Account
TRUE
TRUE
CSB Settings (custom object) - created by CustomerSuccessBox App
TRUE
TRUE
CSB Account (custom object) - created by CustomerSuccessBox App
TRUE
TRUE
Salesforce Activity (Tasks and Events)
TRUE
TRUE
Salesforce Notes
TRUE
TRUE
Opportunity
TRUE
FALSE
Contacts
TRUE
FALSE
Custom Object TRUE FALSE


Write permissions are only required if you are installing CustomerSuccessBox app and looking to facilitate two-way sync.

CustomerSuccessBox app installation and configuration in Salesforce

Follow the below steps to install, authorize and configure CustomerSuccessBox app in Salesforce. You must 

Installing CustomerSuccessBox app

  1. Access CustomerSuccessBox app for Salesforce on AppExchange: https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000FvIuXUAV
  2. Click on "Get it Now" Button on top-right to start the installation process. You may need to log into your Salesforce instance.
  3. Choose a set of users who can access this app
  4. Once the installation is complete, navigate to the CustomerSuccessBox App by clicking on Content on the upper right-hand corner.

  5. Navigate to the CSB Settings tab and click New

  6. Navigate to Settings > Developer Console in CustomerSuccessBox and copy Secret Key from under API Key tab
  7. Enter your Domain name (Remove .customersuccessbox.com to get Domain name. For example. abc would be the domain name if CustomerSuccessBox link is abc.customersuccessbox.com) and Secret key in the Setting Edit screen, check the appropriate radio-box(es) and click Save

  8. Select the field containing the unique CSB Account identifier on Salesforce Account through Advance Settings

Voila! You are done with the installation. Read on to understand layout changes that are recommended.

Setting up Visualforce Component

  1. Navigate to Setup > Customize > Account > Page Layouts
  2. Click Edit in front of the page layout you want to place Visualforce component on
  3. Click on Visualforce section and drag and drop a 1-column section on page layout
  4. Drag and drop csb_account visualforce page in the newly created section
  5. Click on the Properties (Spanner icon) of the page, set height to 700px, click OK and Save

Setting up layout


Object
Custom Field
Type
Context
Layout recommendation
Layout permission recommendation
Salesforce Account
CSB Account
Lookup
CSB Account maintains the relationship between CSB Account record (parent) and Salesforce Account record (child)
Yes
Read-only
Activities > Events
CSB Created By
Text(255)
Logs creator name in CustomerSuccessBox
Yes
Read-only
Activities > Events
CSB Created By Email
Text(255)
Logs creator email in CustomerSuccessBox
Yes
Read-only
Activities > Tasks
Customer Success Manager
Text(255)
Logs creator name in CustomerSuccessBox
Yes
Read-only
Activities > Tasks
Customer Success Manager Email
Text(255)
Task CSM Assignee email in CustomerSuccessBox
Yes
Read-only
Activities > Tasks
CSB Created By
Text(255)
Task creator name in CustomerSuccessBox
Maybe
Read-only
Activities > Tasks
CSB Created By Email
Text(255)
Task creator email in CustomerSuccessBox
Maybe
Read-only
Choose files or drag and drop files
Was this article helpful?
Yes
No
  1. Anadi Raj Tiwari

  2. Posted
  3. Updated

Comments