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…
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…
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…
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…
Enable integration with Salesforce
Salesforce integration benefits: * View lead/contact details from Salesforce CRM during an ongoing chat. * During a chat session, manually create leads/contacts in Salesforce CRM. * After a chat ends, automatically create leads/contacts in Salesforce CRM. * Create multiple leads/contacts for a customer during a …
