Create Salesforce CRM Leads from HappyFox
Push any potential customer in your help desk system as a Salesforce Lead! HappyFox allows you to create Salesforce CRM leads from within your ticket details page via the "New Lead Creation" form. Applicable Plans: ✔️ Mighty ✔️ Fantastic ✔️ Enterprise ✔️ Enterprise Plus Heads up ❇️ : Looking for Salesforce Integrati…
Salesforce B2C Commerce Integration
HappyFox integration with Salesforce B2C commerce (formerly Demandware) enables enterprises to provide stellar billing support and improve the post-purchase experience for customers. Integration Summary: * View Salesforce B2C Commerce Cloud customer information and recent orders within a HappyFox ticket. * Lookup…
HappyFox plugin for Salesforce
This article outlines the steps required to set up the HappyFox plugin inside a Salesforce account. Requirements: * A valid HappyFox (trial or paid) account * A valid Salesforce account This is the link to download the latest version of the plugin - Configuration notes: Remote settings: Before Salesfor…
Configure Salesforce Integration with HappyFox
HappyFox - Salesforce integration allows agents to view the following information inside the Ticket Details page and the New Ticket Creation form: * Standard Salesforce objects such as Accounts, Opportunities, Contacts, and Leads. * Other Salesforce objects including out of the box and custom objects that you choo…
