Start a conversation

CustomerSuccessBox app for Salesforce

Installation

CustomerSuccessBox app for Salesforce is available on AppExchange.

Click here for detailed installation, authorization and configuration steps.

CustomerSuccessBox Visualforce component on Salesforce Account

CustomerSuccessBox custom object in Salesforce

List of curated metrics, data-points and other IDs that CustomerSuccessBox manages as a custom object in Salesforce is detailed in the table below.

Label

Context
Account ID
Unique internal identifier for the account in CustomerSuccessBox
Event Account ID
Unique external Identifier for the account in CustomerSuccessBox
CRM Account ID
ID for connected Salesforce Account
Account Name
Account Name
Licenses
Total Licenses for the account
Billing Email
Primary billing address for the account
Phone
Account's contact number
MRR
MRR of all subscriptions with the status of 'Active' type
Amount
Total Amount of all subscriptions
Stage
Stage of account/tenant
Stage Type
Stage type of account/tenant
Status
Status of account/tenant
Next Billing On
Next Billing Date
Customer Success Manager
CSB user who is assigned as a customer success manager
Sales Manager
Sales manager
Forecast
Forecast for Account
Forecast Contract Value
Forecast Amount for Account
Billing Street
Billing Street
Billing City
Billing City
Billing State
Billing State
Billing Postal Code
Billing Postal Code
Billing Country
Billing Country
Created On
Date when the account was created (third-party)
Updated On
Date when the account was updated (third-party)
Product Adoption Health
Product Adoption Health
Financial Health
Financial Health
Service Health
Service Health
Relationship Health
Relationship Health
Risk Score
Risk Score
Last Activity
Last Activity
Last Login
Last Login
Active Users (14d)
Active Users (14d)
Usage
Usage Frequency
License Utilization
License Utilization


Sync frequency

Note:
CustomerSuccessBox Account records are refreshed daily in Salesforce. There may be up to a 24-hour delay before changes to CustomerSuccessBox account are reflected back in Salesforce custom object.


What relationship does CustomerSuccessBox custom object record has with Salesforce Account?


A CustomerSuccessBox custom object record maintains a parent-child LOOKUP relationship with a Salesforce Account. 

This means:

  1. The app will add a 'CSB Account' LOOKUP field to Salesforce Account object which will link to relevant CustomerSuccessBox Account custom object record in Salesforce.
  2. Formulae custom fields can be added to Salesforce Account object to show the required CustomerSuccessBox Account field in Salesforce Account layout(s). This action requires a Salesforce administrator.
This relationship is established and maintained by CustomerSuccessBox app.  The correct Salesforce Account field containing unique CSB Account IDmust be provided during Step 7 of CustomerSuccessBox App installation for this to work.

CustomerSuccessBox Activity to Salesforce Account 

This is a real-time sync which requires Salesforce OAuth authorization in CustomerSuccessBox.  

The Salesforce Account field containing the unique CSB Account IDmust be provided during Step 7 of CustomerSuccessBox App installation for this to work.

CustomerSuccessBox Account Notes to Salesforce Account Notes

From CSB

To Salesforce

Sync support
"CustomerSuccessBox note"
Title
Create and update
Description
Body
Create and update


CustomerSuccessBox Account Tasks to Salesforce Account Tasks

From CSB

To Salesforce

Sync support
Task Name
Subject
Create and update
Description
Comments
Create and update
Type / Status
Status
Create and update
Priority
Priority
Create and update
Due Date and Time
Due Date
Create and update

CustomerSuccessBox Account Logs to Salesforce Account Events

From CSB

To Salesforce

Sync support
Title
Subject
Create only
Type
Type
Create only
Description
Description
Create only
Log Date and Time
Start Date
End Date
Create only

Salesforce Activity to CustomerSuccessBox

This is real-time sync which requires CSB settings to be correctly configured in Salesforce. Refer to Step 6 of CustomerSuccessBox App installation

The Salesforce Account field containing unique CSB Account ID must be provided as well during Step 7 of CustomerSuccessBox App installation for this to work.

Salesforce Account Notes to CustomerSuccessBox Account Notes

From Salesforce

To CSB

Sync support
Title

Create and update
Body
Description
Create and update


-If Title is not set as "CustomerSuccessBox note", Description is set as:
Title: {Title}
{Body}

Salesforce Account Tasks to CustomerSuccessBox Account Tasks

From Salesforce
To CSB
Sync support
Context
Subject
Task Name
Create and update

Comments
Description
Create and update

Status
Type / Status
Create and update
"Not Started" or "To Do" = "To Do",
"Done" or "Completed" = "Done",
{any other status} = "In Progress"
Priority
Priority
Create and update
"High" = "High",
"Low" = "Low",
{any other priority} = "Medium"
Due Date
Due Date and Time
Create and update


Salesforce Account Events to CustomerSuccessBox Account Logs

From Salesforce

To CSB

Sync support
Subject
Title
Create only
Type
Type
Create only
Description
Description
Create only
End Date
Log Date and Time
Create only


- If 'Type' is not set or is not 'Email','Call','Meeting', it is set as 'Others' in CustomerSuccessBox

Choose files or drag and drop files
Was this article helpful?
Yes
No
  1. Anadi Raj Tiwari

  2. Posted
  3. Updated

Comments