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
- Have a Salesforce account with administrative permissions.
- If you haven't already, complete your Salesforce Authentication to ClientSuccess
- Follow these instructions to Install the latest ClientSuccess Package for Salesforce
Once you complete these steps, the dynamically updating view of ClientSuccess will show up on your account object in Salesforce. Well done!