Overview - Salesforce

If you are using Clickatell apps for chat support and Salesforce for ticketing, our integration with Salesforce will enable you to:

• Access Salesforce customer data in the Chat Flow and Chat Desk applications.

• Keep your Salesforce data up-to-date by automatically creating new customers in Salesforce when they’re captured in Chat Flow and sync data and conversations.

• Create Salesforce tickets from the Chat Flow application to save time and hassle.

• Say goodbye to switching tabs or searching through multiple applications to get customer context - it's all right at your fingertips!

Chat Flow Features

You’ll be able to use the following features in Chat Flow:

• Fetch customers' info (including cases) from Salesforce and use that info to build customer journeys in Chat Flow. For example, build a specific user journey if a customer is tagged as ‘vip_customer’.

• See the customer's Salesforce cases, and create a new case or update a case on Salesforce from Chat Flow.

Chat Desk Features

You’ll be able to use the following features in Chat Desk:

• View the customer's Salesforce profile details and case details while engaging with them in Chat Desk to serve the customer faster and better.

How do I integrate Salesforce with Clickatell?

• Add the Salesforce integration in your Clickatell Portal.

• You'll require information from the Salesforce app itself:

  • If you already have a Connected App in Salesforce for this integration, follow these steps.

  • If you need to create a Connected App in Salesforce first, follow these steps.