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: Integrating Salesforce with CustomerSuccessBox

  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 to SFDC

  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 ...

• Technical Details: CustomerSuccessBox app for Salesforce

  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 ...

• Salesforce CRM self-serve Integration with CustomerSuccessBox

  Overview CustomerSuccessBox integrates with Salesforce CRM to pull Customer, Opportunity, and Contacts data to CustomerSuccessBox. We will be able to create or update Accounts, Subscriptions, and User...