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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 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
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