This section covers Salesforce CRM integration and CustomerSuccessBox app for Salesforce (in Beta)
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 ...
Salesforce Edition requirements Salesforce provides API access on the following editions: 1. Enterprise Edition 2. Unlimited Edition 3. Developer Edition 4. Performance Edition We can integrate as lon...
Salesforce OAuth authorization in CustomerSuccessBox Follow the steps below to authorize CustomerSuccessBox access to Salesforce using OAuth Log-in to your CustomerSuccessBox instance Navigate to the...
Installation CustomerSuccessBox app for Salesforce is available on AppExchange. Click here for detailed installation, authorization and configuration steps. CustomerSuccessBox Visualforce component on...