Salesforce Integration - Easy Access To SalesForce Account

Note: This functionality will only appear if the Customer has a SalesForce ID attached to their record. This will automatically appear for every Customer once enabled (except for those without a SalesForce ID). The link applied to the Customer record will be Domain that was entered in the Global Settings > Apps & Integrations page, appended by "/<salesforce Account ID>

As part of the integration with SalesForce, there is the option to add a link next to the Customers name in ClientSuccess, that will navigate them to the associated Account in SalesForce. This feature is optional but can easily be configured by following the simple steps below.

Enable Associated SalesForce Account Link Setup:

1. After the Salesforce connection has already been established and setup (see Salesforce Authentication), navigate to Global Settings > Apps & Integrations

2. Add your SalesForce domain to the SalesForce Login URL field. The domain added should include  everything after the "https://" including the ".com".

If you are not seeing the link appear next to the customer name in the customer page:

1. Navigate to Salesforce Integration page in your Global Settings

2. Copy the Authentication URL starting after the "https://"

3. Follow the steps for 1 and 2 above for authentication

Please reach out to your CSM or support@clientsuccess.com for any additional questions. We're always happy to help!