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 ...
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....
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...
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 ...