1. Learn more about the HelpDesk Marketplace, where you can install apps and grow your license with essential solutions.

    • Live Chat
    • Set up account
  2. In the HelpDesk settings, you can manage your inboxes, tags, canned responses, and email notifications.

    • Live Chat
    • Set up account
  3. Integrate HelpDesk with Facebook for streamlined customer support. Manage Facebook messages efficiently in one place.

    • Live Chat
    • Integrations
  4. Learn how you can edit the email template in HelpDesk to adjust it to your needs.

    • Live Chat
    • Set up account
  5. Discover the roles you can assign to the HelpDesk users.

    • Live Chat
    • Use HelpDesk
  6. Forward your emails from Microsoft 365 to HelpDesk and convert them into tickets.

    • Live Chat
    • Connect channels
  7. Learn how to add multiple email addresses to HelpDesk and create custom inboxes with automation rules.

    • Live Chat
    • Set up account
  8. Learn how to download, install, and configure Contact Form 7 for your WordPress. Use the CF7 plugin to get more messages from your website's visitors.

    • Live Chat
    • Connect channels
  9. Find all the open tickets in the "Tickets to handle" section.

    • Live Chat
    • Use HelpDesk
  10. Discover how to start using HelpDesk as your ticket management tool.

    • Live Chat
    • Set up account

Integrate HelpDesk with Salesforce

1 min read
updated: Oct 8, 2024
HelpDesk
158 29

Want to connect HelpDesk with Salesforce? It’s a great way to streamline your customer support. Just follow these simple steps to get everything set up!

Steps to Integrate HelpDesk with SalesforceLink icon

  1. Check Out the HelpDesk Marketplace. Start by visiting the HelpDesk Marketplace. You’ll find the Salesforce integration app there.
  2. Follow the instructions. Once you’re on the integration app page, check out the detailed instructions in the documentation. You can find the integration guide here.
  3. Complete the integration. After you’ve followed the setup steps, take a moment to test everything out. Make sure HelpDesk and Salesforce are chatting with each other like they should.

Need More Help?Link icon

If you encounter any obstacles or have questions about the integration, don’t hesitate to contact our support team. We’re here to help!

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