This section covers Salesforce CRM integration and CustomerSuccessBox app for Salesforce
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...
This article lists out the prerequisites for integrating Salesforce with CustomerSuccessBox Salesforce Edition requirements Salesforce provides API access on the following editions: Enterprise Editio...
There are five steps to configuring SFDC two say sync with CustomerSuccessBox Salesforce OAuth authorization in CustomerSuccessBox Set-up remote site settings in Salesforce Install CustomerSuccessBox ...
Overview This support article will cover: Providing CustomerSuccessBox access to specific fields in Tasks/Events Object in Salesforce Where CustomerSuccessBox Account Health, Tasks, Notes, Events are ...
Overview CustomerSuccessBox is a B2B SaaS platform that enables your Customer Success and Account Management teams to track account health, maximize retention, drive product adoption, grow revenue, an...