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Integrating Salesforce CRM

This section covers Salesforce CRM integration and CustomerSuccessBox app for Salesforce

  • Overview: Integrating Salesforce with CustomerSuccessBox

    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...

  • Prerequisites

    This article lists out the prerequisites for integrating Salesforce with CustomerSuccessBox  Salesforce Edition requirements Salesforce provides API access on the following editions: Enterprise Editio...

  • Installation, configuration and authorizing access

    There are five steps to configuring SFDC two say sync with CustomerSuccessBox Salesforce OAuth authorization in CustomerSuccessBox Install CustomerSuccessBox app in Salesforce from Appexchange Configu...

  • CustomerSuccessBox app for Salesforce

    CustomerSuccessBox app for Salesforce is available on AppExchange. Click here for detailed installation, authorization and configuration steps. CustomerSuccessBox Visualforce component on Salesforce A...