Salesforce Service Cloud

The Support View app provides visibility to support tickets that clients have opened. This article covers specifics about integrating with Salesforce Service Cloud.

The following steps are required to view your Service Cloud support tickets in ClientSuccess. 

Steps

1. Go to your integration settings screen and find "Salesforce".  Click on "settings" on the right side of the screen next to "Salesforce".

2. Click "Connect to Salesforce" and authenticate with your Salesforce integration user account.

3. On the integrations settings screen, enable the Support View module.

4. Notify support via the "Help" button so that we can activate Salesforce Service Cloud on the back-end.

Once support has completed that, they will notify you and Salesforce Service Cloud tickets should begin to appear automatically in your support view.