The Salesforce app provides quick access to Salesforce customer profiles from the agent interface.
Note that your Salesforce account must include API access for this app to work. This is available to Enterprise or Performance accounts, and to Professional accounts for an extra fee; access may not be enabled for a trial account.
To install this app:
- Go to Apps within the Deskpro admin interface, select the Salesforce app and click Install App.
- Enter your Salesforce username (usually an email address), password and API security token*.
- Select whether you want a Salesforce widget to be displayed on tickets, user profiles, or both.
- The only way to get your API token from Salesforce is via email. If you don’t have a token, go to Your Name > My Settings > Personal > Reset My Security Token from the Salesforce Web interface. Doing this will invalidate any previous tokens, so you will need to enter the new token for any other apps or services which use the API. Changing your Salesforce password also resets the token.
Once the app is installed, you will be able to see links to Salesforce customer profiles that match the DeskPRO user on tickets and user profiles (depending on which widgets you enabled).