The ClientSuccess client view is a functionality of the Salesforce Integration. It brings the rich data and experience of ClientSuccess directly into the Account Object within Salesforce—including SuccessScore, SuccessCycle, Subscriptions & Renewals, Engagement, and Pulse. This ensures Salesforce users have a complete view of customer interactions in real-time.
How to configure
To configure the automatic import, you must:
- Have a Salesforce account with administrative permissions.
- Have already installed the ClientSuccess Package.