Cayzu Help Desk Support

How can I add SalesForce Integration into Cayzu Help Desk?

Updated: 11/10/2017
Article #: 54

Cayzu allows you the agent to view more information about your customer. We pull extra contact details from SalesForce and display them in your agent portal when viewing a ticket.

To setup the SalesForce Integration, please follow these steps:

Step 1. Log in to your Cayzu helpdesk account with an administrative account  

Step 2. Click on the Sprocket

Step 3. Click on App Integration

Step 4. Click on Enable next to SalesForce.

Step 5. You will be prompted for your SalesForce username, password and token.

Step 6. Click Update and you should be all set.

Now when you are viewing a ticket you can click additional details, and it will retrieve more information about the customer from SalesForce.


SalesForce Contact Information


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