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