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.
Install
OverviewRatings and ReviewInstallation InstructionsPrivacy & Security
For businesses using Salesforce (for sales) and Freshdesk (for support), most of their customer details such as plan, revenue, LTV, Geo, account owner, title, billing etc are stored in Salesforce, support reps find it hard to switch between tools to get the required info while resolving customer issues. Freshdesk for Salesforce app saves the time and effort of the support reps, by automatically bringing the customer's contextual data stored in Salesforce right into Freshdesk.
What kind of Salesforce data can be viewed in Freshdesk?
Lead, Contact, Account, and Opportunity objects data that matches with the ticket requestor info
How does it work?
It automatically fetches the customer info who has raised the ticket in Freshdesk and does a smart search in salesforce to show the relevant info (Lead, Contact, Account, and Opportunity) in Freshdesk's ticket and contact detail pages
1) Authenticate Freshdesk app in Salesforce
2) Select fields that you want your support reps to have it handy while resolving tickets in each object - Lead, Contact, Account, and Opportunity
3) Click save to install the app
Its all done now. Go to ticket/contact detail page to seamlessly view your customer's data stored in Salesforce right into Freshdesk.
Backed by a Platform-as-a-Service including a data store and serverless runtimes, and our rich Crayons component library, our SDK allows you to develop and deploy apps in a flash.