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Integrating Salesforce CRM

This section covers Salesforce CRM integration and CustomerSuccessBox app for Salesforce (in Beta)

  • Overview: Integrating Salesforce with CustomerSuccessBox

    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 ...

  • Prerequisites

    Creating Accounts in CustomerSuccessBox from Salesforce Your Customer Success Manager will discuss the different options available to you for bringing in data from Salesforce during the kick-off call....

  • Installation, configuration and authorizing access

    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...

  • CustomerSuccessBox app for Salesforce (in Beta)

    NOTE: CustomerSuccessBox app for Salesforce is currently in Beta and is under Salesforce partnership and security review. It is expected to be available in Salesforce AppExchange once the application ...