View, update and sync customer information from Salesforce into Freshdesk & vice versa.
The following features are available with Salesforce Plus App:
With Salesforce Plus, you can sync salesforce contacts and company information with Freshdesk and vice-versa. With the help of Master source of data feature, you can choose between Salesforce and Freshdesk to be the master or slave for data sync. Apart from default field mapping, you can also map contact and company fields including custom fields.
With the previous Salesforce App, you can view Contact, Lead, Account fields, and Opportunity fields. As an enhancement with 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.
Note: If you are currently using the Salesforce App with opportunities to link and want to migrate to 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