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Freshdesk for Salesforce Plus

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View, update and sync customer information from Salesforce into Freshdesk & vice versa.
Published by Freshworks(about 4 years ago)
Paid
300+
Version 1.0
By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
OverviewRatings and ReviewInstallation InstructionsPrivacy & Security
The following features are available with Freshdesk for Salesforce Plus App: Salesforce Sync: With Freshdesk for Salesforce Plus, you can sync salesforce contacts and company information with Freshdesk and vice-versa. With the help of Primary source of data feature, you can choose between Salesforce and Freshdesk to be the primary or secondary data source for data sync. Apart from default field mapping, you can also map contact and company fields including custom fields. Field Visibility: With the previous Freshdesk for Salesforce App, you can view Contact, Lead, Account fields, and Opportunity fields. As an enhancement with Freshdesk for Salesforce Plus, you can also enable contract and order fields that can be viewed in the Salesforce requester information in the Ticket Details page. You can view the latest five entries of the contract and order information.

App Details

Categories
Ticketing & Automation

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App Details

Categories
Ticketing & Automation

Developer Resources

Developer SupportWebsite
Please visit the vendor’s website for privacy policy and terms of use.

Marketplace Resources

App Installation Note: If you are currently using the Freshdesk for Salesforce App with opportunities to link and want to migrate to Freshdesk for Salesforce Plus, first install Salesforce Plus before uninstalling the Salesforce App. Follow these steps to install Salesforce Plus: 1. Go to Admin → Apps → Get More Apps → Salesforce Plus. 2. Click on Buy Now. 3. Enter your credentials to authorize Freshdesk to connect to your Salesforce account. Once the installation is complete, you will be redirected to the app configuration page. For app configuration setting instructions, refer The Salesforce Plus App solution article - https://support.freshdesk.com/solution/articles/224042-the-salesforce-app-for-v2

App Details

Categories
Ticketing & Automation

Developer Resources

Developer SupportWebsite
Please visit the vendor’s website for privacy policy and terms of use.

Marketplace Resources

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App Details

Categories
Ticketing & Automation

Developer Resources

Developer SupportWebsite
Please visit the vendor’s website for privacy policy and terms of use.

Marketplace Resources

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