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Salesforce Connector App
Verified by FreshworksView Salesforce data inside Freshdesk and perform sync between Salesforce and Freshdesk
Published by Freshworks(about 3 months ago)
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.
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The Salesforce CRM app has two functions:
- Widget settings (Free): Set up a widget view with fields for Contact, Lead, Account, and Opportunity. When you are in the ticket details view, the app makes an API call using the requester’s e-mail address to fetch the matching customer fields and displays them in a widget.
- Data sync (Paid): Configure a sync recipe between Salesforce and Freshdesk, either mono-directional or bi-directional.
Learn more (copy and paste on your browser): https://support.freshdesk.com/en/support/solutions/articles/50000009747
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To install the Salesforce CRM App:
Create a Connected app in Salesforce.
Install the Salesforce CRM app in Freshdesk using the authorization details from your connected app.
For a step-by-step guide, use the link below (copy and paste in your browser):
https://support.freshdesk.com/en/support/solutions/articles/50000009747
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