Salesforce Integration Overview

With our Salesforce integration, you can sync customer data between your CRM and Support Cloud to improve agent context and reporting. 🧩

🔑 Key Benefits

• View Salesforce contact and account info inside tickets
• Create Salesforce leads or cases directly from Support Cloud
• Match tickets to CRM activity to provide 360° customer view

🔧 Setup Steps

1. Go to Admin > Integrations > Salesforce
2. Authorize via OAuth using your Salesforce admin login
3. Choose which fields to sync and display (e.g., Account Name, Tier)
4. Test data syncing with a sample ticket

🧯 Troubleshooting

• No data showing? Make sure the Salesforce fields are mapped properly and visible to the API user
• Authorization fails? Double-check the Salesforce OAuth settings and scopes